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Estate Home Seller Avatar Worksheet

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Estate Home Seller Avatar Lab Avatar Name: ___________________________________________​ (e.g. “Exhausted Executor Emma”)

1. Identity Snapshot 1.​ Who are they?​ ○​ Typical age range: __________________________ ○​ Relationship to deceased: ☐ Adult child ☐ Spouse ☐ Other: __________ ○​ Marital / family status (kids, siblings, conflict?):

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​ ○​ Legal decision maker (executor / PR): ________________________ ○​ Other voices with opinions (siblings, attorney, CPA, etc.):


2. Trigger & Timeline 1.​ Trigger event (what just happened)?​

2.​ Why is selling now emotionally hard?​ (circle top 2–3)​ ☐ Guilt about “cashing out”​ ☐ Sibling conflict​ ☐ Overwhelmed by stuff / memories​ ☐ Don’t live nearby​ ☐ Don’t trust contractors​ ☐ Other: ______________________________​ 3.​ What’s their ideal timeline?​ “In a perfect world, they would close in ___ weeks / months.”​

3. Dream Outcome (Their Words) Use the value equation components: dream outcome, likelihood, time delay, effort/sacrifice. 1.​ If this went perfectly, what happens?​ Finish this sentence like they would say it:​ “I just want to ________________________________________________​ so that I can _________________________________________________.”​ 2.​ Top 3 results they care about most​ ○​ #1 (money): _______________________________________________ ○​ #2 (speed): ________________________________________________ ○​ #3 (stress): ________________________________________________


4. Fears, Frictions, Objections 1.​ What are they secretly afraid of?​ ○​ ○​ ○​ ○​

Money fear: _______________________________________________ Time / delay fear: __________________________________________ Family / conflict fear: ______________________________________ Contractor / process fear: ___________________________________

2.​ What would they SAY out loud as objections?​ ○​ ○​ ○​ ○​

“The house is fine, buyers will fix it.” “We don’t have the cash to renovate.” “I can’t deal with a big project right now.” Add 2 of your own in their words: 1.​ 2.​

5. Why JCC + YOU Are the Perfect Fit 1.​ Match their fears to our guarantees​ ○​ Fear: “What if we spend and don’t make it back?”​ → Extra Profit Guarantee solves this by:​

○​ Fear: “What if costs spiral?”​ → No Change Order Guarantee solves this by:​


○​ Fear: “This drags on forever.”​ → On‑Time Guarantee solves this by:​

2.​ Your one‑sentence pitch for this avatar​ ​ “When I talk to an estate seller like this, I say:​ ​ ___________________________________________________________”​

6. Green / Yellow / Red: When To Bring JCC In ●​ Green light (call JCC immediately):​ ☐ Clear desire to maximize estate value​ ☐ Enough equity lift between as is and after repaired price​ ☐ Reasonable timeline to sell (not “maybe in 2 years”)​ ●​ Yellow light (ask more questions):​ ☐ Family conflict not resolved​ ☐ No agreement on selling vs keeping​ ●​ Red light (do NOT refer yet):​ ☐ No intent to sell​ ☐ No decision maker engaged​


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Estate Home Seller Avatar Worksheet by JCC Concierge - Issuu