Home Buying Strategy Session
Before We Meet
Thank you for taking a few minutes to complete this questionnaire.
There are no right or wrong answers.
Its purpose is simple:
To help us understand what matters most to you before we spend time together.
We believe thoughtful questions lead to better decisions.
Section 1
About You
Name
Preferred Phone
Who else will be involved in this purchase?
□ Spouse / Partner
□ Family Member
□ Parent
□ Friend
□ Other
Section 2
Your Story
Tell us a little about yourself.
What has you thinking about buying a home?
Why now?
□ First home
□ Growing family
□ Downsizing
□ Relocating
□ Investment
□ Retirement
□ Better school district
□ Lifestyle change
□ Other
Section 3
Your Goals
Imagine we’re sitting in your new home one year from today.
What happened that made you say,
“We made the right decision.”
What are your three highest priorities?
Choose only three.
□ Location
□ Price
□ Schools
□ Commute
□ Privacy
□ Yard
□ Investment potential
□ Walkability
□ Character
□ Low maintenance
□ New construction
□ Space for family
□ Future resale
□ Other
What are your non-negotiables?
Section 4
Concerns
Buying a home can be exciting.
It can also feel overwhelming.
What concerns you the most?
(Check all that apply.)
□ Paying too much
□ Choosing the wrong neighborhood
□ Hidden problems
□ Financing
□ Negotiating
□ Timing the market
□ Selling another home
□ Inspection issues
□ Making the wrong decision
□ I honestly don’t know what I don’t know.
□ Other
Section 5
Decision Making
When making important financial decisions, I usually…
□ Decide quickly.
□ Research extensively.
□ Ask trusted advisors.
□ Need time to think.
□ Prefer someone to walk me through the options.
How would you describe your decision-making style?
Section 6
Your Experience
Have you purchased a home before?
□ Yes
□ No
If yes…
What’s one thing you wish had gone better?
What’s one thing you hope is different this time?
Section 7
Working Together
What are you looking for in an advisor?
(Check your top three.)
□ Honest advice
□ Strong negotiation
□ Market knowledge
□ Patience
□ Education
□ Communication
□ Responsiveness
□ Strategy
□ Experience
□ Long-term relationship
□ Other
Have you worked with an Exclusive Buyer’s Agent before?
□ Yes
□ No
□ I’m not sure.
Section 8
Logistics
Ideal purchase timeframe
□ Immediately
□ 1–3 months
□ 3–6 months
□ 6–12 months
□ Just exploring
Approximate price range
Preferred communities
Have you already spoken with a lender?
□ Yes
□ No
□ Working on it
Do you currently own a home?
□ Yes
□ No
If yes, do you need to sell before buying?
□ Yes
□ No
□ Maybe
Final Question
If we only accomplish ONE thing during our Strategy Session…
What would make you leave feeling it was time well spent?
Before We Meet
Please bring any questions you have.
You don’t need to know the “right” questions.
That’s part of our job.
Our goal isn’t to convince you to buy a home.
Our goal is to help you make a wise decision whenever the time is right.
We look forward to meeting you.
— Chris Whitehead HomeBuyer Experts