Action Plan – Anniversary | Brokers

BROKERS

Anniversary

Anniversary

Recruit New Agents

• Sending to Whole List
• Smooth Transaction
• The Ask
• Appointment Confirmation
• Appointment Follow-up
• One-to-One Approach

Retain Your Agents

• Happy Birthday
• Encourage Your Agents
• Gratitude
• Invite to Office
• Milestone
• Team Meeting Follow-Up
• Training Point
• Work Anniversary

Save Time & Improve Efficiency

• Appointment Confirmation (Pre-Recorded)
• Birthdays (Pre-Recorded)
• Snippets
• Explain Complex Materials

SUGGESTED SCRIPT:

“Hi (name). Congratulations! It’s been (number of years) since you joined our team. I can’t imagine life around here without you. To think about where you were (number of years) ago and where you are today…the growth is incredible. You’ve hit so many goals and milestones in the past (number of years). (Compliment them on specific achievements from their past year.) Here’s to the next year and to your growth. If you ever need anything, we’re here to help. Thank you for being a part of our team!”