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Keep every sale moving from offer to completion
A simple sales progression tracker plus weekly, polite chasing emails to solicitors, lenders and surveyors so no sale stalls quietly.
When to use it
Set up once, then every Monday morning
Step by step
Build a progression sheet
In Google Sheets, make one row per agreed sale with columns for each milestone: memorandum sent, searches ordered, survey done, mortgage offer, enquiries raised, enquiries answered, exchange, completion, plus 'last update' and 'who we're waiting on'.
Add a weekly calendar slot
Create a recurring Monday 30-minute event called 'Sales progression' so the chase never slips.
Let the AI spot stuck sales and draft chasers
Copy the sheet into your AI assistant with this prompt.
Prompt to copyHere is my sales progression tracker. Today is [date]. 1) List sales where nothing has changed for over [10] days, oldest first, and say what is holding each one up. 2) For each stuck step, draft a short, polite chasing email to the right person (buyer's solicitor, seller's solicitor, lender, surveyor), naming the property and the exact item needed. 3) Write a two-line update for each seller and buyer. Tracker: [paste]Check and send
Check the drafts, add names and send from Gmail. Update the 'last update' column as replies arrive.
What you get
Stuck: 14 Elm Row, 16 days since enquiries were raised. Waiting on seller's solicitor. Chaser: 'Hi [Name], I'm checking in on 14 Elm Row. Could you let me know when replies to the buyer's enquiries are likely? The buyer is keen to exchange this month.'
Tips
- Keep personal and financial details out of the sheet you paste. Property name and milestone dates are enough.
- Colour rows red in the sheet when 'days since update' passes 10 so stuck sales stand out.