Vendor experience audit checklist: 50 must-haves to win sellers over

Is your vendor experience costing you listings?

You might be ticking all the major boxes, but are the small cracks in your vendor experience quietly costing you business? In today’s market, where reputation and trust are everything, even one missed update or a vague follow-up can be the difference between a client and a lost lead.

That’s where the Vendor Experience Audit Checklist comes in.

This 50-point checklist is your practical self-audit tool to uncover and fix the friction points that could be holding you back. Designed for agents and sales teams who want to deliver consistently excellent service, the checklist walks through every stage of the vendor journey, from first impressions to follow-up after the sale.

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Why you need this checklist

1. Spot the weak links early

Busy campaigns and back-to-back viewings can mean some details slip through the cracks. The checklist helps you identify those blind spots before they become problems that affect your reputation or future business.

2. Create consistency across your team (and yourself)

Whether you’re flying solo or leading a sales team, consistency is key. This checklist provides a framework that ensures every client receives a top-tier experience. It’s especially useful for sales leaders looking to lift team performance and build a brand that feels polished and reliable.

3. Hold yourself accountable with clear benchmarks

It’s not just about feeling like you’re doing a good job. The checklist includes a scoring system that gives you a realistic picture of your service standards and how they stack up. Are you a vendor magnet, or is there work to do? Now you’ll know.

4. Build a process for regular review

The best agents don’t leave their process to chance. By running this audit quarterly, or after every major campaign cycle, you create a rhythm of review and improvement. That builds muscle memory for quality and ensures your service evolves with the market.

5. Stay relevant long after the sale

Too many agents drop off a client’s radar once the settlement wraps up. This checklist helps you stay connected, offering prompts for ongoing check-ins, referral requests, and database hygiene that keep your pipeline warm and your reputation strong.

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What you'll audit

The checklist covers all five key stages of the vendor journey:

• First impressions – Are your digital profiles, social posts, and voicemail creating confidence? Are you prompt and professional from that first point of contact?
• Level of service – From how you pitch and present to how well you listen and respond to vendor concerns, you’ll check your day-to-day delivery.
• Marketing & property viewings – How polished is your marketing and presentation? Are you following up on every lead and providing proactive updates to your vendors?
• Negotiation & sale – Do you communicate offers clearly? Are you calm under pressure? Are you helping vendors feel in control, not in the dark?
• After the sale – Are you making the most of post-settlement opportunities, staying top of mind and planting the seeds for referrals and repeat business?

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What’s in it for you?

Implementing this audit into your routine brings a stack of benefits:

• More instructions from happier, well-served vendors
• A reputation for premium, professional service
• Better reviews and growing referral volume
• A smoother, more confident sales process
• A strong personal brand backed by real consistency

Whether you’re building your career or tightening up the foundations, this checklist gives you a roadmap for delivering a truly memorable experience, the kind that vendors talk about, recommend and come back for.

So, if you’re ready to sharpen your service and set yourself apart in a competitive market, download the Vendor Experience Audit Checklist today. Run your audit, fix the gaps and make your process the one that gets remembered.

Your future clients will thank you.