All playbooks
Playbook 5

The Neighbor Sneak Preview

An optional, neighbor-first look at the home before the public open house.

HomeRun 360 Training: Lisa Vincent

What

A short private event for neighbors, usually just before the public open house.

Why

Neighbors often know who wants to move into the area—and many are thinking about their own move.

Who

Immediate neighbors, with seller approval.

When

Only while the listing is Active, seller-approved, and showings are allowed. Never while Coming Soon or Registered.

How

  1. 1Confirm Active status on the event date and seller approval in writing.
  2. 2Invite neighbors 7–10 days ahead and again in person 1–3 days ahead. Be truthful—no fake exclusivity.
  3. 3Optional theme (coffee, dessert, twilight). Catering and music are not required.
  4. 4Simple hospitality: water, a light snack, a warm welcome.
  5. 5Display the flyer, floor plan, and Neighborhood Real Estate Review on a small table.
  6. 6Talk naturally. Use FORD (Family, Occupation, Recreation, Dreams) as a guide, not an interrogation.
  7. 7Offer Real Estate Reviews. Ask permission before adding anyone to ongoing communications.
  8. 8Follow up individually through appropriate channels.

Choose your approach

Essential
  • One-hour preview
  • Printed materials
  • Handwritten thank-yous
Growth
  • Two-hour preview
  • Light refreshments and display table
  • Thank-you texts and notes
Advanced
  • Themed event with a vendor partner
  • Co-host at the door
  • Structured follow-up tracking

Tools

First Team Sneak Preview Information MAXA Designs Follow Up Boss Western Resources Title

Completed when

  • Event held with seller approval
  • Conversations logged
  • Next steps assigned

Measure

  • Neighbor attendance
  • FORD conversations
  • Real Estate Reviews requested
  • Notes and texts sent

Follow-up

Send personal thank-yous within 24 hours and score the event.

Scripts for this playbook

Neighbors · Door / in person

Neighbor Invitation

For: Nearby homeowners
Hi, I'm [Agent Name] with First Team Real Estate. I'm marketing a property nearby on [Street], and I wanted to personally invite you to our upcoming open house on [Date]. I've also put together a brief review of what's happening with home values and recent sales in your neighborhood. Would that be helpful to you?

Needs personalization · 3 remaining: Agent Name, Street, Date

Original unfilled template

Hi, I'm [Agent Name] with First Team Real Estate. I'm marketing a property nearby on [Street], and I wanted to personally invite you to our upcoming open house on [Date]. I've also put together a brief review of what's happening with home values and recent sales in your neighborhood. Would that be helpful to you?

How to personalize: Hold the printed invitation and the Neighborhood Real Estate Review in your hand. If nobody answers, leave the invitation; don't leave notes in mailboxes.

Reminder: Only invite to an event the seller has approved and that the listing status permits. Respect no-soliciting signs.

Editable proposed script. Not a verbatim quotation from Cam, Lisa, or Philip.

Neighbors · In person / phone

Real Estate Review Offer

For: Interested homeowner
I can put together a current review of your neighborhood and look at how your home's condition and features compare with recent sales. That would give you a more specific picture than a general online estimate. Would [Date/Time Option 1] or [Date/Time Option 2] work for a quick conversation?

Needs personalization · 2 remaining: Date/Time Option 1, Date/Time Option 2

Original unfilled template

I can put together a current review of your neighborhood and look at how your home's condition and features compare with recent sales. That would give you a more specific picture than a general online estimate. Would [Date/Time Option 1] or [Date/Time Option 2] work for a quick conversation?

How to personalize: Offer two specific times. Log the appointment in Follow Up Boss before you leave.

Reminder: A Real Estate Review is not an appraisal. Don't quote a value before you've done the work.

Editable proposed script. Not a verbatim quotation from Cam, Lisa, or Philip.

Neighbors · Handwritten note / email

Neighbor Open House Recap

For: Neighbors who attended or asked
Thank you for your interest in the property on [Street]. We had [Verified, Seller-Approved Activity Summary] during the open house. If you're curious about how the current market is affecting property values in the neighborhood, I'd be happy to put together a brief Real Estate Review for your home.

Needs personalization · 2 remaining: Street, Verified, Seller-Approved Activity Summary

Original unfilled template

Thank you for your interest in the property on [Street]. We had [Verified, Seller-Approved Activity Summary] during the open house. If you're curious about how the current market is affecting property values in the neighborhood, I'd be happy to put together a brief Real Estate Review for your home.

How to personalize: Handwritten works best for neighbors you actually met.

Reminder: Share activity numbers only if they are accurate and the seller approved sharing them.

Editable proposed script. Not a verbatim quotation from Cam, Lisa, or Philip.

HomeRun 360 Original Training

HomeRun 360 Listing Strategy with Lisa Vincent HomeRun 360 Open House Checklist (DOCX) HomeRun 360 Listing Calendar (DOCX)

Verify current MLS rules, brokerage policies, seller instructions, and applicable laws before executing marketing or showing activities. HomeRun 360 is an agent implementation tool, not legal advice, MLS software, or a substitute for brokerage supervision.