What Happens at a Listing Appointment (Step-by-Step)
When new agents ask, “What happens at a listing appointment?” we first need to step back and give some context.
Even experienced agents miss opportunities because they fail to understand the goals and motivations of each step in the listing process.
If you’re going on your first listing appointment, I’ll give you a play-by-play guide that includes what to bring and how to prepare. And if you already know the basics, I’ll show you how to win a listing appointment without sounding salesy.
Either way, if you’re a real estate agent, this blog is for you. Let’s dive in…
Listing Appointment vs Listing Presentation
Depending on the context, the listing presentation can either be one aspect of the listing appointment or a separate event. In most cases, the appointment is the overall event, while the presentation refers to the slides, data points, marketing materials, and specific discussion points during the appointment.
Some agents will tell you that the appointment is the initial meeting (home tour, information gathering, rapport building), while the listing presentation happens later.
For this blog, we’re going with the first definition, because you usually don’t get two chances to win over listing leads. Plus, any decent agent will go in with their presentation already prepared.
But in order to master your listing presentation, you need to set the stage first.
What Happens at a Listing Appointment?
A listing appointment is your chance to forge a connection, identify the seller’s motivations, see the property, and pitch yourself as the most capable agent for the job. The hardest part is getting to this stage, so make sure to rehearse your appointment setting script and prepare the seller for what to expect at the appointment.
- Warm welcome & agenda
Set expectations, build connection, and tour the home. Make sure you’ve studied your listing appointment checklist and know the points to hit.
- Discovery questions & Property Tour
Your job is to ask and then listen. Hit the big four questions to ask at a listing appointment: goals, timing, pricing expectations, and plan B if it doesn’t sell, as well as micro-questions about upgrades, repairs, systems, and standout features..
- The Listing Presentation
The bulk of the appointment. Share the “why” behind your approach: comps, trends, buyer demand, marketing, and all the work you’ll put in. A great presentation is how you’ll attract more real estate listings through referrals and word of mouth.
- Q&A & Objection Handling
Give them the floor to ask questions. Make sure you’ve role-played and are prepared with scripts to handle any objections they may have.
- The Listing Agreement & Next Steps
If all goes well, present the listing agreement. If they need more time to think, schedule your follow-up meeting. Either way, go in knowing the next actions and establish the next meeting.
What to Bring to a Listing Appointment
Bring a tight CMA, marketing samples, brokerage disclosures, and a simple visual framework for your pricing and promotion.
- CMA & net sheet (printed + digital)
- Clean, branded leave-behinds (one-pagers > brochures)
- Disclosures + listing agreement (ready but not pushy)
- Camera phone for quick staging notes
- Your listing appointment checklist so nothing slips
Check out this listing presentation guide for a more detailed list and examples.
How to Prepare for a Listing Appointment
Do hyper-local research, rehearse your opener and proof stack, prewrite your questions to ask at a listing appointment, and confirm the agenda with the seller so they know you’ll tour, present, discuss pricing, and outline next steps in one streamlined visit.
How Long Does a Listing Appointment Take?
A typical first listing appointment runs 45–90 minutes, depending on property size, pricing complexity, and the seller’s questions.
Questions to Ask at a Listing Appointment
If you want to know how to get real estate listings, it all starts with the questions to ask at a listing appointment. The questions you ask will build trust and allow you to personalize your approach at the presentation:
- “If everything went perfectly, when would you like to be sold and moved by?”
- “What do you believe your home is worth, and how did you arrive there?”
- “Which improvements had the biggest impact—and what still needs attention?”
- “Besides price, what would make this a 10/10 experience for you?”
The questions you ask are the foundation for how to win a listing appointment. Ask them verbatim on your first listing appointment until you’re in the groove to bring them up more naturally.
Micro-Plays That Move the Needle
- Show your demand engine: open-house plan, social reach, email to database, and the tools you use to generate buyer demand.
- Display your services: staging, videography, and all the hard work you put in.
- Handle objections in advance: Price, timing, commission—address them before they appear.
- Inventory talk track: explain your buyer pipeline and your market-match approach for activating pent-up demand.
- Social proof stack: recent wins, review snippets, and “before/after” prep photos that demonstrate how you list and win
- Price-strategy frame: teach the market, don’t chase it—show scenarios and likely outcomes so they feel in control.
How to Win a Listing Appointment Every Time
Exactly what happens at a listing appointment is less important than how the seller feels after it’s over. That means your unique spin, your confidence, your presentation, and the aura of your professional reputation are the real game changers.
Nothing pulls it all together like Tom Ferry Coaching. Your own expert coach will show you how to get listings with low inventory, attract more real estate listings, and win every listing appointment you go on. It’s like having guard rails that make sure you hit your target every time, even when you’re having an off day.
If you want to understand why Tom Ferry Coaching members earn 8X the national average GCI, hop on a quick call with one of our consultants.
We offer a free business assessment where we’ll identify the gaps in your business and exactly how to fill them. There’s no cost, no commitment, and a massive amount of value.
Hope to talk soon!