Sign visitors in properly — name, property, source, first-time-or-repeat and follow-up permission — turning an open house crowd into an attributed lead list.
Quick answer
Put it at the door of an open house: visitors leave name, property, how they found you, whether they are first-time or repeat, and follow-up permission, turning a crowd into an attributed lead list. Collect only what you need and honour the ticked follow-up consent when you later reach out.
Disclaimer: sign-in data is collected for follow-up only where visitors opt in; store and delete it according to your privacy policy.
Column set mirrors what successful listing desks track at weekend open houses.
The shoebox of paper sign-in sheets is where open house leads go to die. This digital sheet captures the same five columns with two extra that matter: how the visitor found you, and whether they agree to follow-up. Afterwards the team calls in priority order while the interest is warm, and the marketing spend gets an answer about which channel actually brings bodies.
Sample form preview (fillable once the app is published).
Everything you need to run this template.
Name, contact and party size.
Which listing they came to see.
Sign, online ad or referral — attribution built in.
Explicit opt-in recorded per visitor.
From copy to deliverable in four steps.
Copy it and list the properties hosting today.
One tablet, one scan, no paper.
Add your impressions against each name.
Filter by interest and permission, then dial.
Pick your role — see how it fits your workflow.
Convert weekend traffic into a ranked call list.
Finally attribute walk-ins to channels.
Track which open houses drew repeat visitors.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
