Zallant™Paper or QR. SheetDrop™ puts them straight in your CRM.

Zallant™Paper or QR. SheetDrop™ puts them straight in your CRM.

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What to do with your sign-in sheet the same day

Keep the paper. Read it, sort it and say thank you before the day is over.

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The open house is over and you are holding a sheet full of names. Here is what to do before the day ends, so nobody is lost in a pile of paper. Each step works by hand, and says what Zallant does for you.

Six steps, the same day

  1. Take a photo before you pack up. Lay the sheet flat in good light and take a clear photo while you are still in the house. If the sheet gets lost in the car or a coffee cup lands on it, you still have every name.

    With Zallant: Upload the photo, or up to 10 at once. SheetDrop™ reads every row and shows you the names to check, usually in under a minute.

  2. Fix the hard-to-read rows while you still remember the faces. You talked to these people an hour ago. Fill in a half-written email or a smudged number now. If you can't tell a 1 from a 7, mark the row and check it on your first call instead of guessing.

    With Zallant: Rows we are not sure about show as tap choices, so you pick the right spelling. Approve all adds the rest at once.

  3. Sort them into three groups. Moving soon or with a home to sell. Neighbors and just looking. Already working with an agent. Each group gets a different follow-up, and the last group gets just a thank-you.

    With Zallant: Every name lands in your Leads, with the answers they circled and room for a quick note on each person.

  4. Thank everyone who said yes to email, that evening. Two or three friendly lines, the address of the home and an easy way to reach you. Send it the same day, while the visit is still fresh for them too.

    With Zallant: People who ticked "OK to email you?" get a thank-you email in your name. Everyone else is added without emails.

  5. Call the people moving soon by day 2. A short, friendly call: did anything stand out, and would they like to see similar homes? Call from your own phone, and leave a brief message if they don't pick up.

    With Zallant: You get a day 2 reminder to call. The Call button opens your own phone; Zallant never calls or texts anyone.

  6. Put the names where you work, not in a drawer. A sheet in the car is a list nobody follows up. Move the names into the list you open every day, then store the paper safely or shred it: it holds people's phone numbers and emails.

    With Zallant: Approved names go straight to your CRM if you connected one. No CRM yet? Zallant is your CRM.

Questions agents ask

I can't read some of the handwriting. What now?

Use what you can read: a first name and the street often match a face you remember. Check the spelling when you call, and never guess an email address, because a wrong one just bounces.

Should I switch to a QR code instead of paper?

Use both if you like. Some visitors are happy to scan a code at the door, and some would rather write. Keep a paper sheet out either way, so nobody walks past without signing in.

Can I email everyone on the sheet?

Thank everyone in a way that fits, but email the people who agreed to hear from you, and nobody else. A line on the sheet that asks "OK to email you?" makes that easy.

What to read next

Written by the Zallant™ team. Updated .

Zallant™ · Paper or QR. SheetDrop™ puts them straight in your CRM.

Keep the paper. Lose no names.

Upload a photo of your sign-in sheet. We read the names, you check them, and they go to your leads and your CRM.

  • Upload your sign-in sheet. SheetDrop™ reads every name, email and phone. You check them, and they go to your CRM. Your first 3 photos are free.
  • Or guests scan your QR. They sign in on their own phone, and you hear the moment they do. They get a thank-you in your name.
  • Follow-up done for you. A day 2 call reminder and a day 7 email, so nobody slips through.

$24 a month · Try it free · Just you or your team

Upload your first sheet free See how it works

No setup fee · No add-ons · Cancel any time · Download your data any time

Start free at zallant.com.

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