Action Plan – One-to-One Approach | Brokers

BROKERS

One-to-One Approach

One-to-One Approach

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). I wanted to send you a quick video to say congratulations on (recent accomplishment)! It’s hard not to notice all the great work you’re doing. Congratulations again, and please let me know if there is anything I can do for you.”