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Appointment Form
Daniel Poston avatar
Written by Daniel Poston
Updated over a week ago

Appointment Form

Field

Field Type

Notes

Follow Up Boss Lead ID (required)

Text

This field is pre-populated, and controls which contact record in Follow Up Boss the form data will sync with.

Appt Set By (required)

Dropdown

  • ISA

  • OSA

  • Admin

If ISA is selected, the ‘ISA’ dropdown field will appear which contains a list of inside sales agents. If OSA is selected, the ‘OSA’ dropdown field will appear which contains a list of outside sales agents. If Admin is selected, the ‘Admin’ dropdown field will appear which contains a list of admin staff.

Lead Type (required)

Dropdown

  • Buyer

  • Seller

  • BuyerSeller

If Buyer is selected, the ‘Buyer’ section will appear which contains fields related to buyers. If Seller is selected, the ‘Seller’ section will appear which contains fields related to sellers. If BuyerSeller is selected, both sections will appear.

Lead Last Name (required)

Text

The contact's last name is entered here.

Are you folks planning on making a move in the next 3-6 Months?

Dropdown

  • 0 - 3 Months

  • 4 - 6 Months

  • 7 - 12 Months

This field is not included in the standard form and can be added upon request.

Do you have an idea on when you'd like to close?

Text

This field is not included in the standard form and can be added upon request.

If you were to move, would you be staying in the area or moving out of the area?

Text

This field is not included in the standard form and can be added upon request.

What's your primary motivation for making a move?

Text

This field is not included in the standard form and can be added upon request.

Do you have a realtor to help you when the time is right?

Dropdown

  • Yes

  • No

If Yes is selected, another dropdown field will appear which asks: Are you 100% committed to that realtor? This field is not included in the standard form and can be added upon request.


Appointment Details Section

Field

Field Type

Notes

Appointment Date (required)

Date

Appointment Time (required)

Dropdown

Times included range from 07:30 AM to 08:30 PM in 15 minute increments

Appointment Location (required)

Dropdown

  • Office

  • Other Address

  • Seller Property Address

  • Buyer Inquiry Address

  • Zoom

  • Phone

This field controls the address that will be added to the Appointment Calendar Invite.

  • Office: Your office address

  • Other Address: An address field will appear

  • Seller Property Address: The address field that appears in the Seller section

  • Buyer Inquiry Address: The address field that appears in the Buyer section

  • Zoom: A new field will appear allowing a Zoom Link to be added to the calendar invite.

Appointment Description

Paragraph Text

The text written in this field will be added to the FUB Appointment and the client will be able to see this info.

Are you the primary decision-maker, and are there any other decision-makers?

Dropdown

  • Yes - Primary and Only Decision Maker

  • Yes - Primary but NOT Only Decision Maker

  • No - Not Primary Decision Maker

If there are other decision-makers, a field will appear asking: Will they be available for the appointment?

Additionally, name, email, and phone number fields can appear to collect the other decision-makers info and a FUB Relationship will be created.

These fields are not included in the standard form and can be added upon request.

May I ask where you received our name and information from or who can we thank for referring you?

Text

This field is not included in the standard form and can be added upon request.

Second Source

Text

This field is not included in the standard form and can be added upon request.


Buyer Section

Field

Field Type

Notes

Do you currently rent or own your own home?

Dropdown

  • Rent

  • Own

If Rent is selected, a text field will appear asking: When does your lease end?

Home Search Price Low

Number

The low range of the amount the lead is considering spending on a home

Home Search Price High

Number

The high range of the amount the lead is considering spending on a home

Have you been pre-approved by a mortgage company?

Dropdown

  • Yes

  • No

Inquiry Address

Address

If the lead is inquiring about a specific property, this is for the address of that property.

What areas are you most interested in?

Text

This field is not included in the standard form and can be added upon request.

What are the specifics you're looking for in a home?

Text

This field is not included in the standard form and can be added upon request.

Rental

Dropdown

  • Yes

  • No

This field indicate if the lead is inquiring about a Rental property or Not


Seller Section

Field

Field Type

Notes

Do you know what you owe on your home?

Number

How much does the lead owe on their home

Home Value Low

Number

The lead’s opinion of the low range of the value of their home.

Home Value High

Number

The lead’s opinion of the high range of the value of their home.

The address of the home you are selling is (required)

Address

The address of the property that the lead is considering selling.

Number of bedrooms

Number

This field is not included in the standard form and can be added upon request.

Number of bathrooms

Number

This field is not included in the standard form and can be added upon request.

Number of garage spaces

Number

This field is not included in the standard form and can be added upon request.

What are the most important things to you in the sale of your home?

Text

This field is not included in the standard form and can be added upon request.

Would you prefer to buy before listing your home, or do you want to sell first?

Dropdown

  • Buy First

  • Sell First

This field is not included in the standard form and can be added upon request.

What have you done to your home, if anything, since you bought it?

Text

This field is not included in the standard form and can be added upon request.

Listing Type

Dropdown

No preset options

This field is not included in the standard form and can be added upon request.

Is the basement finished?

Dropdown

  • Yes

  • No

This field is not included in the standard form and can be added upon request.

Are you meeting with any other agents? We will prepare a side-by-side comparison for you. What are their names?

Dropdown

  • Yes

  • No

  • I Don't Know

This field is not included in the standard form and can be added upon request.

Bedroom and bathroom breakdown by level

Text

This field is not included in the standard form and can be added upon request.

Additional Info Section

Field

Field Type

Notes

D.I.S.C. Profile

Multi-Select

  • (D)ominant

  • (I)nfluencer

  • (S)upportive

  • (C)onscientiousness

The D.I.S.C. profile of the lead. Learn more about D.I.S.C. here.

Notes

Paragraph Text

Any additional info about the appointment goes in the Notes field.

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