Action Plan – Appointment Follow-Up | Brokers

BROKERS

Appointment Follow-Up

Appointment Follow-Up

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). (Name) here with (company name). Thank you so much for taking time out of your busy schedule to meet with me. I want you to know I heard you loud and clear that (repeat back what they told you was important or an objection in the meeting) is really important to you. I really feel confident that (tell them how you will value what is important to them or overcome their objection). Thank you again for your time. I am going to (confirm next steps in the process). If you have any questions, don’t hesitate to reach out. Have a great day!”