TRAINING TIPS
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Lead with gratitude. -
Be clear about what you will cover in the meeting. -
Tell agents to bring their questions and concerns to the meeting.
BROKERS
Appointment Confirmation
SUGGESTED SCRIPT:
“Hi, (name). (Name) here with (company name). Thank you so much for scheduling time to come and meet with me. I’m really looking forward to our upcoming appointment on (day) at (time) at (location). In this meeting, I want to talk to you about what we’re doing at (company name) that makes us different. (Mention three points you will discuss). I also want you to bring your questions and concerns. I want to hear what is important to you and make sure that when you leave my office on (day) that you have a great understanding of whether (company name) is the right fit for you. I’m looking forward to meeting with you on (day) at (time)!”
READY TO GET STARTED?