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MAGAZINEREFERRALS

The Ultimate

Housewarming Party Guide

ReferralsMagazine.com

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START HERE

PROCEDURES

SAMPLE INVITATIONS

DO YOU HAVE A THEME?

DOORPRIZE FORM

THE “F” WORD

SAMPLE THANK YOU

TABLE SIGN

DON’T SHOW UP EMPTY HANDED

THE INFLUENTIAL ZONE

CHECKLIST

START HERE

Introduce the party as part of your process from

the beginning of working with a new client.

BUYER CONSULTATION

NEXT CLOSINGYour next closing may or may not want a party.

Best place to start is at your next consultation

PLAN! What type of food makes the most sense for you?

What style makes the most sense? Is there a

theme?

PARTNERSLet your partners know you are now providing

this service. Great differentiator!

COORDINATORWho on your team is going to own the

Housewarming Party System?

PROCEDURES✓ Notify sponsors of party date

✓ Create RSVP list* and send

evite

✓ Order food 2 to 3 weeks out

✓ Put out directional signs prior

to party

✓ Bring SOLD sign and camera

✓ Send THANK-YOU’s after

TO DO LIST

DON’T FORGET!* Parties are 30-60 days after closing on a Friday or Saturday

* Invitations will be mailed out 3 to 4 weeks before the party to allow time for

guests to RSVP. Be sure to include a magnet with the invitation (that way they

will hang the invitation on the fridge).

NOTES

•Usually clients invite 20–30 guests

• (40-60 people total). And usually ½ of

those will come.

• Be sure to have registration slips, the

entry box, pens and plenty of business

cards.

•Touch base with all potential guests

who have not RSVP’d about three days

prior to the party to establish RSVP and

to answer potential questions.

*

SAMPLE

INVITATIONS

DO YOU HAVE

A THEME?

Photo Credit: Shannon Gilmore and Tara Carter

❑ 2 X Tables

❑ 2 X Linens

❑ 2 X LG White Coolers

❑ 1 Cooler (Drinking Ice)

❑ 1 X Champagne

❑ Bucket/Scoop

❑ 4 X Vases/Flowers___

❑ 4 X Tall Cylinder Vases

❑ Floating Candles

❑ Citronella Candles/Torches

❑ Wine Key / Bottle Opener

❑ # _____Wire Racks

❑ # _____Deep Full Pans

❑ # _____Top Full Pans

❑ # _____Half Pans

❑ # _____X Stenos Match

Stick Lighter

❑ 2 Large White Bowls

❑ Med White Bowl

❑ 3 Spoon Rests__________

❑ 4 X LG Tongs

❑ 2 X LG Serving Spoons

❑ 2 X SM Spoons ____

❑ 120 Cups

❑ 80 LBS Ice

❑ # _____LG Plates

❑ # _____SM Plates

❑ Dessert Stand

❑ Buffet Risers - needed?

❑ # _____Napkins

❑ Napkin/Silverware Holders

❑ 150 Forks

❑ 100 Knives

❑ Straws/Stirrers

❑ Helium Tank

❑ Balloons

❑ String for Balloons

❑ Emergency Kit

S U G G E S T E D S U P P L I E SBy: Tara CarterS E R V I N G . D I S P L A Y . D E C O R A T I O N & M O R E

❑ Scissors

❑ Tape

❑ Vases/Mason Jars

❑ Gallon Ziplock Bags

❑ Photo Back Drop ____

❑ Photo Stand

❑ Photo Props

❑ 2 water dispensers

❑ Punch mix for water dispenser

❑ Screws for photo props

❑ 1 table ____

❑ 2 black linens rectangular

❑ # _____Chairs ___________

❑ Wine & Spirits

❑ Mixers for drinks ____

❑ Bounce House

❑ Music/Speaker

❑

❑ _____________

❑ _____________

❑ _________________

❑ _____________

❑ _______________

❑

❑

❑

❑ Slice lemon to have it float ____

❑ Label adult punch

❑ Label coolers (beer, water, soda)

❑

❑

❑

❑

❑

S U G G E S T E D S U P P L I E SBy: Tara CarterS E R V I N G . D I S P L A Y . D E C O R A T I O N & M O R E

N O T E S

*If you are using a catering service, most if not all, of these supplies are part of their service. Always confirm what they provide and what you need to provide.

TABLE SIGN

Photo Credit: Tara Carter

DOOR PRIZE

FORM

DON’T SHOW UP

EMPTY HANDED! Make sure you have door prizes and closing gifts in hand!

Photo Credit: Shannon Gilmore

THE “F” WORD

Follow Up…Don't miss your opportunity to follow up with referrals from the door prize entry forms and your conversations!

Follow up with Referrals by calling Source, then Referral, then Source again to confirm you contacted Referral. Call and thank all attendees. Call homeowner and let them know what you’ve done to thank their family and friends.

Referral Phone# Email Where? What? When?Referral Source Phone Email Notes

Jane Doe 123.4567 jdoe@email.com City, ST Diaz HWP 01/24/18 Bob Smith 456.7890 bob@email.com

Left Jane a msg

01/26/18

John Paul 567.8965 john@email.com City, ST Diaz HWP 01/24/18 Kim Carter 987.6543 kimc@email.com

Listing appt

02/15/18!!!

SAMPLE

THANK YOU

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