Action Plan – Birthday (Pre-Recorded)| Brokers

BROKERS

Birthday (Pre-Recorded)

Birthday (Pre-Recorded)

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:

(pretend you’re going to sing) “Happy…” just kidding, I’m not going to sing. I’m an awful singer and you don’t want to hear that. But I did want to reach out and wish you a very happy birthday. I hope you’re having an amazing day so far and doing all the things you love to do. Just wanted to reach out and say, “happy birthday.”