Coffee Shop Consultations
What this is...
This is:
A casual, structured “office hours” setup where you show up, stay available, and have real conversations about home financing.
• 1–2 hours at a local coffee shop (or similar space)
• Flexible format: drop-in, scheduled, or both
• Focused on connection
...what it isn’t.
This is not:
• A large seminar
• A scripted presentation
• A one-time event
This works best when it’s consistent, simple, and easy to repeat.
Why it works?
Real conversations>
Success isn’t how many people show up, it’s how many meaningful conversations you have and how many next steps you create.
Local presence without the heavy lift
You’re showing up where people already are.
Built for consistency
Run this 1–2 times per month. Once it’s set up, it becomes part of your routine.
Simple path to follow-up
Every conversation has a next step. Capture it, log it, and stay in touch through Total Expert.
big attendance
Choose your format
Pick the version that fits your style and your market.
Option 1: Open Table
Best for: relationship builders, walk-up conversations
• Set up at a visible table with light signage
• Invite people, but allow for natural drop-ins
• Keep it casual and conversational
Goal: Start conversations you wouldn’t have otherwise had
Option 2: By Appointment
Best for: higher-intent conversations, stronger conversion
• Offer 4–6 time slots
• Promote a simple booking link
• More focused, one-on-one conversations
Goal: Deeper conversations with clear next steps
Option 3: Co-Hosted
Best for: expanding reach, shared audiences
• Partner with a Realtor, financial advisor, or local professional
• Promote to both networks
• Shared credibility and stronger turnout
Goal: Reach more people without doing more work
Venue quick guide
How to pick a location
Look for places that are:
• Busy, but not overwhelming
• Comfortable for conversation
• Easy to access and park
• A spot you’d actually enjoy spending time in
Using the same location regularly helps build familiarity.
What to ask the venue
Keep it simple and respectful:
• “Is it okay if I work from here for a couple of hours and meet with a few people?”
• “Is there a good spot where I won’t disrupt traffic?”
Most places are fine with it, especially if you’re a paying customer.
Setup tips
• Sit somewhere visible, but not intrusive
• Face toward foot traffic if possible
• Keep signage minimal and approachable
• Avoid anything that feels overly promotional
You’re there to talk not to “sell the room.”
Who and how
Who to invite
Start with people who already know you:
• Past clients
• Warm leads
• Friends and family
• Local partners (Realtors, builders, advisors)
Then expand:
• Social posts
• Quick email or text invites
• Partner cross-promotion (if co-hosting)
Keep the message simple: “I’ll be at [coffee shop] from [time]. If you’ve got questions about buying, refinancing, or just want to talk through options, stop by or grab a time.”
How to start conversations
Keep it natural. No scripts needed. Try:
• “What’s been on your mind when it comes to housing right now?”
• “Are you thinking about buying, or just exploring options?”
• “What would need to happen for you to feel ready?”
The goal isn’t to pitch—it’s to understand.
How to keep it natural
• Lead with curiosity, not information
• Listen more than you talk
• Avoid overloading with details
• Focus on what matters to them
You’re not trying to “close” anything in the moment. You’re building trust. And setting up the next step.
Final thoughts
Lead capture & follow-up
Keep this simple and consistent. During the conversation:
• Get a name + best contact method
• Ask permission to follow up
After the event:
• Log notes in Total Expert
• Send a quick follow-up within 24–48 hours
• Set the next step (call, application, check-in, etc.)
FAQ
What if no one shows up?
Still a win. You stayed visible, stayed consistent, and built the habit. That’s what makes this work long-term.
How long should I stay?
1–2 hours. Keep it manageable so you’ll do it again. What if I’m remote?
Offer virtual time slots alongside your in-person window. Same concept, just a different format.
Do I need marketing materials?
Keep it light. A simple sign, business cards, or a QR code is enough. How often should I do this?
1–2 times per month. Consistency matters more than frequency.
This isn’t about creating an event.
It’s about creating a habit of being present, approachable, and available. Over time, that’s what builds trust and keeps your pipeline moving.