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Downsizing Seller Avatar Worksheet

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Downsizing Home Seller Avatar Lab Avatar Name: ___________________________________________​ (e.g. “Overwhelmed Downsizer Diane” or “Care Crunch Carl & Mary”)

1. Identity Snapshot 1.​ Who are they?​ ○​ ○​ ○​ ○​

Homeowner A: Age _______ / Health situation: __________________ Homeowner B (if any): Age _______ / Health situation: _________ Adult kids involved? ☐ Yes ☐ No Primary contact for you (agent): ☐ Parent ☐ Adult child ☐ Both

2.​ Where & what is the home?​ ○​ Location type: ☐ In‑city ☐ Suburb ☐ Rural ○​ Typical value range (as‑is): $________ to $________ ○​ Condition in one sentence (be brutally honest):

3.​ Decision‑making circle​ ○​ Who really drives the decision?​ ☐ Homeowner ☐ Adult child ☐ Spouse ☐ Care manager ☐ Other: _______ ○​ Who must agree on selling and price?


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Downsizing Seller Avatar Worksheet by JCC Concierge - Issuu