Real Estate

Open House Lead Tracker

Turn sign-in sheets into closed deals. Capture every visitor's info, automatically score them based on buying signals, and manage your follow-up sequence so no warm lead goes cold. Replace the clipboard with a system that actually converts.

What's Inside

Visitor Log — One row per visitor. Name, email, phone, open house address, date, currently renting or own, pre-approved (yes/no), timeline to buy, price range, and how they heard about the listing. Capture everything that matters at the door.
Lead Scoring — Automatic score based on buying signals: pre-approved adds points, timeline under 3 months adds points, price range matching listing adds points. Hot / Warm / Cold labels calculated from the total score. Focus your energy on the right people.
Follow-Up Queue — Next action, next follow-up date, days since last contact, follow-up count, and notes. Conditional formatting highlights overdue follow-ups. A built-in sequence: Day 1 thank-you, Day 3 check-in, Day 7 listing recommendations, Day 14 market update.

Key Features

Automatic lead scoring based on pre-approval, timeline, and budget fit
Built-in follow-up sequence with suggested touchpoints at Day 1, 3, 7, and 14
Overdue follow-up alerts so hot leads never slip through the cracks
Source tracking shows which marketing channels drive open house traffic
Conversion tracking from visitor to showing to offer to close
Works for individual agents or teams sharing open house duties

Sample Formulas

Here are some of the formulas powering this template:

Lead score calculation

=IF(H2="Yes",30,0)+IF(I2="Under 3 months",25,IF(I2="3-6 months",15,5))
 +IF(AND(J2>=K$1*0.8,J2<=K$1*1.2),20,0)

Lead temperature label

=IF(L2>=60,"Hot",IF(L2>=35,"Warm","Cold"))

Days since last follow-up

=IF(N2="","Never contacted",TODAY()-N2)

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Need a digital sign-in that feeds the sheet?

We build custom open house systems with tablet sign-in forms that auto-populate Google Sheets, trigger follow-up emails, and score leads instantly — no manual data entry after the event.

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