What to Send an Out-of-State Buyer First: A Checklist for Idaho Agents

From the team behind the Life in Idaho Area Guide, the personalized relocation guide for Treasure Valley real estate agents.

A printed 2027 Life in Idaho Area Guide with the Spirit of Boise cover

A buyer from out of state just reached out. They are thinking about Idaho, they have a lot of questions, and they have probably contacted two or three other agents the same week. What you send in the first few days decides whether you are the agent they remember.

The good news is you do not have to write a dozen custom emails explaining the Valley from scratch. With the right resource in hand, most of the heavy lifting is already done, and your messages can be short, personal, and specific. This checklist walks through what to send, in what order, and what to hold back until they are ready for it.

Before You Send Anything, Ask Three Questions

The first reply should go out fast, but it should also ask something. These three questions tell you almost everything you need to know about how to help:

  • What is your timeline? Someone moving for a job that starts in 60 days needs a different plan than someone retiring in two years.

  • What is bringing you to Idaho? Work, family, cost of living, the outdoors, or a change of pace each point to different parts of the Valley.

  • What matters most in where you live? Commute, schools, land, walkability, new construction, or being close to trails and the river.

You do not need all three answered before you send the first resource. You just need to have asked, so your next message can be specific.

The First Message: One Link and One Question

Keep the first reply short. Thank them for reaching out, share one resource, and ask one of the questions above. The best single resource for someone who does not know the area yet is an overview of the whole Treasure Valley, which is what a personalized relocation guide is for. It answers the questions they have not asked yet, and it has your name on every page.

If you have a landing page for the guide, send that link. If they came in through your landing page already, they have the guide, so point them to the section that fits what they told you.

A first reply can be this simple

“Thanks for reaching out! Here is my free guide to Boise and the Treasure Valley so you can get a feel for the different cities: [your link]. What is bringing you to Idaho?”

Resist sending listings in the first message. A buyer who cannot yet tell Meridian from Eagle will not know what to do with them.

Week One: Help Them Understand the Valley

Most out-of-state buyers start by searching “Boise” and only later learn that Boise is one of several cities in the Treasure Valley, each with its own feel and price range. Your job in week one is to make the map make sense.

Walk them through the cities in the order that fits their answers. If they want newer homes and a shorter commute to Meridian employers, start with Meridian, Kuna, and Star. If they want established neighborhoods near downtown, start with Boise and Garden City. If budget is the main driver, Nampa and Caldwell belong near the top. The Life in Idaho Area Guide covers each city and what makes it different, and the 2027 edition adds side-by-side city comparisons. The Areas Covered page lists every city included.

Send in week one

  • The city sections and comparisons that match what they told you, with a sentence on why you picked each one

  • A note on drive times between the areas they are considering and where they will work or spend time

  • The neighborhoods and schools overview if they have kids, before they ask

  • The seasonal events and outdoor sections if lifestyle is the reason for the move

What Not to Send Yet

  • A stack of listings. Wait until they have narrowed to two or three cities and a price range. Early listings mostly create confusion.

  • A lender introduction. Useful later. In the first week it can feel like being handed off.

  • Pressure to book a trip. Suggest a visit once they have a short list. Before that it is premature.

  • Market statistics without context. A chart of days on market means nothing to someone who has not picked a city.

Week Two and Beyond: Narrow It Down

Once they have reacted to the city overviews, help them narrow to two or three areas. This is the right time to talk through specific neighborhoods and to send a first set of listings, kept small and clearly tied to what they said they wanted.

If they have a record in your CRM, note the cities they are leaning toward and their timeline. Every later message should reference those, so it reads like a conversation instead of a drip campaign.

Before Their First Visit

When a visit is on the calendar, send a plan. A simple itinerary of areas to drive, in an order that makes sense on a map, plus a few places to eat from the guide’s food and coffee picks, gives the trip structure. If you have printed copies, mail one before they arrive or hand one over at the first meeting. A printed guide travels home with them and gets shown to the family members who did not make the trip.

Printed copies of the 2027 Life in Idaho Area Guide

A printed guide is something they take home and share.

This is also when a matching Buyer Guide is useful. It explains how the buying process works here, which is not always what they are used to in their home state.

After They Are Under Contract

An out-of-state buyer under contract is planning a move from a distance, and small things become big questions: who to call for utilities, how to get settled, where to change a driver’s license, how to get around. The 2027 guide’s newcomer’s guide and transportation sections cover the first things to handle after a move, so send the guide again with a note pointing to those pages. It saves you a dozen one-off emails and keeps you top of mind through closing.

The Checklist

  • Day 1: Short reply, guide link, one question

  • Week 1: City sections matched to their answers, drive times, schools if relevant

  • Week 2: Narrow to two or three areas, talk neighborhoods, send a small first set of listings

  • Before the visit: Itinerary, printed guide, Buyer Guide

  • Under contract: Newcomer’s guide and transportation sections for settling in

  • After closing: Printed guide as a closing gift, and the new edition each year

Common Questions

What if the buyer only wants listings?

Send a few, but include the guide’s section on each city they are looking in. Buyers who insist on listings early usually change their minds about the area once they understand it, and the agent who explained it is the one they stay with.

How often should I follow up with a buyer who is a year out?

Once a month is enough if each message is useful. The guide’s events, dining, and local favorites give you a year of material. Send the new edition when it comes out.

Do I need printed copies?

Not for the first contact, but they help once a visit is planned and at closing. Discounted copies are available anytime through the print portal.

Have the Guide Ready Before the Next Buyer Calls

The checklist works best when the resource is already sitting in your outbox. Flip through the sample to see the sections mentioned here, see what is new in the 2027 edition, or read the best ways to use your relocation guide for more ideas.

2027 early bird pricing: use code EARLYBIRD27 at checkout for 25% off any package through November 30.

Get the Life in Idaho Area Guide

An 80-page relocation guide to Boise and the Treasure Valley, personalized with your name, photo, and branding. Share it digitally, hand out printed copies, and capture leads with your own landing page.