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Buyer Pipeline Log Intake Form

SECTION 1 — Buyer Identification

Buyer Full Name

*

This connects all follow-up notes and entries for the same buyer

Point of Contact

If represented: agent’s name. If direct buyer: buyer’s own name.

Point of Contact Phone Number

*

This is strictly for the seller’s internal communication.

SECTION 2 — Interaction Type

What type of interaction is this?

SECTION 3 — Timing

Date of Interaction

SECTION 4 — Buyer Behavior & Interest

How interested did the buyer seem?

(Helps sellers see patterns, not advice.)

Scale: 1–10 1 = No real interest 10 = Very serious buyer

Did they ask questions about…

(Check all that apply)

Did they ask questions about…

Price

Condition

Roof

HVAC

Foundation

Appliances

Recent updates

HOA

Neighborhood

Schools

Seller motivation

Offers already received

Timeline

Other (write-in)

What was their overall reaction to the home?

SECTION 5 — Follow-Up & Likelihood of Writing

Did the buyer express any next steps?

Any follow-up actions you (the seller) want to take?

SECTION 6 — Internal Notes

Internal Notes

This is for your own organization — anything not covered above.

SECTION 7 — Compliance

Acknowledgment

I understand this form is for my personal tracking only. Clear Path Consulting does not represent me or any buyer and is not involved in negotiations, pricing, or real estate brokerage activities.