How to Use LiveBy Local in Initial Client Meetings

Best Practice #1: Leverage LiveBy Local to research and prepare a strong initial client meeting

Why It Matters: LiveBy Local helps you make a good first impression, set clear expectations, address customer concerns, and ask follow up questions

How To Do This:

1. Gather any information you have about your prospective client. Use the follow questions for guidance:
   • What are their goals for buying or selling a house?
   • What are their needs, concerns, or desires?
   • What’s their current address?
2. Open LiveBy Local and use it to conduct research using this information, jotting down notes and insights as you go.
3. Make a great first impression!

Pro Tips:

• Reference days-on-market to set client expectations on a property or community’s timeline
• Use the Price Banding chart in the Report to help inform a community’s pricing expectations 
• Additional probing questions to uncover customer desires, needs, or concerns may be necessary to help support research

Best Practice #2: Create a detailed presentation for the initial client meeting

Why It Matters: The initial meeting is essential for building trust and presenting yourself as an expert — reports and guides are critical to creating a detailed, data-informed presentation

How To Do This:

1. With the client’s context in hand, conduct market research. Reference the best practice above for more details.
2. Draft a presentation, using the following questions for guidance:
   • What properties or communities best align with the client’s needs, concerns or desires? 
   • What market dynamics are relevant to the client?
   • What do you recommend as the best properties or communities for this client and why?
3. Meet your client and present your insights to them!
   

Pro Tips:

• Ask ChatGPT or a similar tool to help you outline a client presentation — add details about the client, goals, market, etc to better customize your presentation
• Use the Community Guide to identify neighborhoods that match the client’s lifestyle preferences

Best Practice #3: Open LiveBy Local during the initial meeting and explore communities together

Why It Matters: Exploring the market with your clients can help them narrow down their search and discover which communities they’re most interested in

How To Do This:

1. Open LiveBy Local before beginning your client meeting.
2. When ready, start your search depending on your client’s needs and goals. For example:
   • What do they love about their current neighborhood?
   • What is prompting them to buy or sell?
   • What neighborhoods interest them and why?
3. Explore different communities together, asking follow up questions and taking notes as you go. 
4. Once you’ve clarified the client’s top communities, start your property search!

Pro Tips:

• This is a great best practice if you haven’t had time to prepare a detailed customer presentation
• Use the Favorites Feature to save communities to revisit in the future
• Different clients may prefer market reports over community guides, so be sure to explore both deliverables

Best Practice #4: Use LiveBy Local to compare different neighborhoods, cities, counties, school districts, or zip codes

Why It Matters: Comparing areas aids and simplifies your client’s decision making process — especially when they’re unfamiliar with an area or the current market

How To Do This:

1. Open LiveBy Local and search for an area or community of interest.
2. Open and download reports and guides for this area.
3. Repeat this process for another area or community of interest.
4. Open these reports and guides side-by-side and compare them with your client!

Pro Tips:

• Open ChatGPT (or a similar tool), upload report and guide pdfs for different areas, and ask it to conduct a comparative analysis

Best Practice #5: Curate a list of recommended communities based on the client’s needs

Why It Matters: Agent expertise is highly valued by clients who are unsure about where to live or when to sell

How To Do This:

1. Conduct initial client discovery. Use the questions in the best practices above for more detail.
2. Once you have ample information, open Liveby Local and begin exploring areas based on your client’s needs.
3. Prepare a list of 3-5 communities that best fit your client, and send them over! Ask your client for feedback, and iterate from there.

Pro Tips:

• If possible, include a community, school district or neighborhood that the client hasn’t mentioned or is hesitant about