What Is a QR Code Checklist?
A QR code checklist is a comprehensive guide that helps real estate agents implement QR code sign-in systems successfully at open houses. This QR code checklist covers everything from pre-event preparation to post-event follow-up, ensuring you don't miss any critical steps.
📋 Pre-Event Setup Checklist (1-2 Weeks Before)
Complete these tasks before your open house:
- QR Code Generated: Create unique QR code for this property (minimum 2x2 inches for easy scanning)
- QR Code Tested: Test QR code with multiple devices (iPhone, Android) to ensure it works correctly
- Privacy Notice Prepared: Display privacy notice explaining data collection and usage
- Staff Trained: Train team members on how QR code check-in works and how to assist visitors
- Lighting Verified: Ensure QR code is visible and well-lit (avoid glare, shadows, or dim areas)
- Backup Methods Ready: Have paper sign-in sheet or tablet as backup if QR code fails
- Internet Backup Plan: Set up mobile hotspot or verify Wi-Fi password for staff use
- Offline Mode Enabled: Ensure app works offline and syncs data when connectivity returns
📱 During Event Checklist
Monitor these items during your open house:
- QR Code Monitored: Check QR code periodically to ensure it's still scannable and not damaged
- Staff Assistance Available: Have team members ready to help visitors who have trouble scanning
- Issues Logged: Document any technical problems, visitor feedback, or system issues
- Backup Method Used (if needed): Switch to backup sign-in method if QR code fails
- Peak Times Managed: Monitor visitor traffic and ensure QR code check-in doesn't create bottlenecks
- Visitor Questions Answered: Be ready to explain QR code process and address privacy concerns
✅ Post-Event Checklist
Complete these tasks after your open house:
- Data Exported: Export all visitor registration data to CSV or your preferred format
- Follow-Up Initiated: Send follow-up messages to high-interest buyers within 24 hours
- Issues Reviewed: Review any technical problems or visitor feedback from the event
- Improvements Noted: Document what worked well and what needs improvement for next time
- CRM Imported: Import visitor data to your CRM system (Salesforce, HubSpot, etc.)
- Privacy Maintained: Ensure all visitor data is handled according to privacy policies
Why Use a QR Code Checklist?
Following a QR code checklist ensures:
- Nothing Gets Missed: Systematic approach prevents overlooking critical setup steps
- Consistent Results: Same process every time leads to reliable, professional open houses
- Better Lead Capture: Proper setup maximizes visitor participation and data quality
- Reduced Stress: Knowing you've checked everything gives confidence during busy events
- Continuous Improvement: Post-event checklist helps identify areas for optimization
Best Practices for QR Code Checklists
To get the most from your QR code checklist:
- Start Early: Begin pre-event setup 1-2 weeks before your open house
- Test Everything: Don't assume it works—test QR code, backup methods, and staff training
- Have Backups: Always have a backup sign-in method ready in case of technical issues
- Train Your Team: Ensure everyone knows how to assist visitors with QR code check-in
- Review After Each Event: Use post-event checklist to improve your process continuously
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