Free Real Estate Team Meeting Minutes Template

Real Estate Team Meeting Minutes

Date:

April 16, 2050

Time:

10:00 AM - 11:30 AM

Company:

[your company name]

Location:

[your company address]

Prepared by:

[your name]

Attendees:

  • Alex Rivera (Team Leader)

  • Casey Wu (Sales Agent)

  • Jordan Lee (Marketing Coordinator)

  • Taylor Kim (Client Relations Specialist)

Absent:

Morgan Blake (Financial Analyst)

Minutes Prepared by:

[your name]

Agenda:

  1. Review current real estate listings

  2. Assess progress on client engagement strategies

  3. Discuss upcoming open house events

  4. Action items and assignments


1. Current Real Estate Listings

Discussion:

Casey Wu provided an update on the current status of all active listings. Emphasis was placed on two high-priority properties that are below expected sales targets.

Decisions:

Adjust pricing strategy for the listed properties at 450 Riverdale Drive and 930 Westbrook Circle based on recent market analysis.

Table: Listing Status Overview

Property Address

Listed Price

Days on Market

Current Offers

Notes

450 Riverdale Drive

$500,000

45

1

Price reduction by 5% recommended.

930 Westbrook Circle

$750,000

30

2

Consider staging enhancements.

2. Client Engagement Strategies

Discussion:

Taylor Kim summarized feedback received from client surveys and direct communications over the past month. Key points of dissatisfaction were slow response times and lack of personalized follow-ups.

Decisions:

  • Implement a new CRM system to improve communication and tracking of client interactions.

  • Jordan Lee will develop a weekly newsletter to keep clients informed and engaged.

3. Upcoming Open House Events

Discussion:

Jordan Lee outlined the marketing plans for upcoming open houses scheduled for the next month. Special focus on the use of digital marketing to attract potential buyers.

Decisions:

  • Increase social media advertising budget by 20% for the upcoming open houses.

  • Casey Wu and Taylor Kim will coordinate on staffing and presenting at these events.

4. Action Items and Assignments

Taylor Kim:

  • Coordinate the implementation of the new CRM by May 5, 2050.

  • Prepare client engagement report for the next meeting.

Casey Wu:

  • Finalize new pricing for 450 Riverdale Drive and submit to Alex Rivera by April 20, 2050.

  • Lead the setup and staffing for the open house at 930 Westbrook Circle.

Jordan Lee:

  • Launch increased social media campaign by April 22, 2050.

  • Develop content for the first edition of the real estate newsletter.

Next Meeting: Scheduled for May 1, 2050, at 10:00 AM in Conference Room B.

Adjournment: The meeting was adjourned at 11:30 AM by Alex Rivera.

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