Professional Documents
Culture Documents
GENERATION &
CONVERSION
STRATEGIES
CONTENTS
TABLE OF
SOCIAL MEDIA OUTREACH
1 LinkedIn / Instagram / Facebook / etc...
13 COLD OUTREACH
Outbound Calling Types & Conversion
16 CALLING GUIDELINES
17 KPI'S
18 LEAD CONVERSION
Inbound Lead Conversion & Follow Up Strategies
SOCIAL
MEDIA
OUTREACH
1
DID
2.5 HRS / DAY
YOU is spent on social
networks
KNOW
The average
American has
100 MILLION
users
3.48 BILLION
people use
social media
Reach people where they're
already spending their time!
2
LINKEDIN
WHY LINKEDIN?
LinkedIn operates the world's largest professional network on the
Internet with more than 630 million members in over 200 countries
and territories.
Professionals are
signing up to join Posts with images get
Linkedin at a rate of
CALLTEND STATS
LINKEDIN MESSAGING LINKEDIN INMAIL
3
LINKEDIN
LINKEDIN HACK FOR GMAIL USERS
1 GO TO HTTPS://CONTACTS.GOOGLE.COM
4
INSTAGRAM
"SLIDE INTO SOMEONE'S DM"
BEST PRACTICES FOR COLD OUTREACH
Follow prospective client.
GOOGLE HANGOUT
IF YOU HAVE SOMEONE'S GMAIL, YOU CAN CALL THEM!
5
FACEBOOK
MESSENGER
WHY MESSENGER?
Once you are friends with someone on Facebook, you
can call them, message them and video call them!
Before sending them a cold message, add them as a friend! (If you don't
do this, your message will go to their other folder and they may not see
your message)
Once they accept your friend request, send them a follow up via
messenger.
CALLTEND STATS
6
FACEBOOK
GROUPS
WHY FACEBOOK GROUPS?
To be able to send a message to a prospect's main
mail folder without adding them as a friend!
Then click "Create Group Chat" - This will allow you to directly send a
message to anyone who is a member of the group!
7
FACEBOOK
PAGES
WHY FACEBOOK PAGES?
Social Validation Inbound Inquiries Utilization of Chat Bots
Continued...
8
FACEBOOK
PAGES : CHAT BOT
Once your "Welcome Message" is ready, click on "Set Up AI" on your main
Chatfuel's Dashboard and insert your most-frequently asked questions, like:
You can test this anytime with the button "Test This Chatbot."
9
FACEBOOK
PAGES : CHAT BOT
This means that, while all the other marketers are busy using Social Media,
you can surpass them by surfing the growing trend of Messaging apps.
This assumption is also backed by a Nielsen’s Facebook Messaging
Survey which showed that messaging ranked second out of nine
possible modes of communication with business & that 53 percent of
people are more likely to shop with a company they can message
directly.
This means that they are not merely using it for personal communication as
many people think.
10
FACEBOOK
PAGES : CHAT BOT
HOW TO CREATE YOUR BUSINESS PAGE CHAT BOX
It will take you a minimum of 1 hour to build this.
In this example, we use https://chatfuel.com to build the Chat Bot
Once you have it, click on “Connect to Facebook” on the main dashboard of
Chatfuel.
11
SMS
WHY SMS?
Great for building awareness
High open rates, if messages are delivered.
Low call to action clicks (button/link clicks) are low.
RINGLESS VOICEMAIL
INSIGHTS
Great to use to touch base with your sphere of
influence
Most Iphones / Androides will auto transcribe
voicemails, almost like an SMS.
Cold Outreach: Experienced 10% Call Back
Rate
EXAMPLE:
"Hey (First Name)! I just wanted to call really quick & wish you and your
family a happy 4th of July. If you are free this week, I would love to buy you
coffee and see how everything is going.
12
COLD
OUTREACH
IMPORTANT INSIGHTS
When using a dialer, it is important to have both an inbound & outbound line.
14% of the people you call, will call back into an inbound line.
An easy way to increase contact rate is to the set the number of rings to 4.
Dial the number twice (back to back).
13
OUTBOUND CALLING
CIRCLE AGENT FRANCHISE
PROSPECTING RECRUITING SALES
10% of sourced nurtures
Agent Focused Broker / Owner Focused
convert within 12 months!
14
SPECIALTY CALLING
FSBO / EXPIREDS PROBATES EVENT INVITE
15
CALLING GUIDELINES
MOTIVATION - finding out the "why"
Seller / Buyer Lead Franchise / Agent Recruiting
Upsize Better commission split
Downsize Technology
Relocation Brand Recognition
Price Ownership
Merge
Verify the lead is not under contract Follow up with Recruiter / Regional
(listing agreement / buyer rep) with Leadership. Verify contracts /
a Realtor. restrictions.
16
KPIs
Capture metrics that quantitatively measure success from calling
efforts / data and make adjustments as necessary.
17
LEAD
CONVERSION
BEST PRACTICES OF HOW TO HANDLE A LEAD
ONCE THEY ARE QUALIFIED AND SENT TO YOU
18
INBOUND LEADS
19
INBOUND / OPT INS
It is trendy in the Real Estate Industry to respond to
inbound leads within 5 minutes...
FALSE
It is best to respond to an inbound lead around the
10 minute mark!
20
GEO FARMING
CIRCLE PROSPECTING
As a reminder, these leads aren't usually ready to sell
ASAP. Therefore, you must work on building a
relationship with the lead and continually bringing the
lead value in order to gain their trust.
21
EXPIREDS
These leads are the most URGENT leads and get called
the most. You will need to add value quickly, confirm the
appointment quickly, and push urgency to meet, Do not
be afraid to call/reach out multiple times.
22
EVENT INVITE
These calls are a great way to remind people who know
about the event or need an extra push to commit. They
should already be contacted in other ways to know about
the event and have the information in place to sign up.
23
AGENT RECRUIT
FRANCHISE SALES
These agents are constantly being contacted with
different offers and information. You will need to provide
a lot of supporting information and status in the
industry. Utilize the status from your social media,
brokerage, or others followings to gain trust.
24
AGENT RECRUIT
FRANCHISE SALES
These agents are constantly being contacted with
different offers and information. You will need to provide
a lot of supporting information and status in the
industry. Utilize the status from your social media,
brokerage, or others followings to gain trust.
25
DATABASE
Use texts, emails and automatic Facebook messages to
reach out to your database.
EXAMPLES
Send out an automated email for coffee to your entire
database.
Go to coffee with those who respond.
26
SCRIPTS
27
CIRCLE PROSPECTING
IF YES: Hi (first name)! My name is (your name) and I work with (brokerage name). I am calling to see if
you’ve had any thoughts of selling your home within the next year?
IF YES: Great! What has you thinking about selling the property? …move into Motivation section of
the script
IF NO: Okay, the reason I ask is because we’re seeing a lot of interest in your neighborhood… Do you
know anyone that may be thinking about selling?
IF YES: Perfect. What is the best number to reach them on? …Get as much contact information as
you can… name, address, #, email, etc
IF NO: I understand, when would be the soonest that you could see yourself selling this property?
IF ( x Months or x Years): So what has you thinking about selling your property in ____
months/years?
IF NO: Got it. Have you ever had any thoughts about buying an additional property?
IF YES: Great! What has you thinking about buying?... move into Motivation section of the
script.
IF NO: Oh okay… Have you had any thoughts of buying a home within the next year or two?
IF YES: Great! What has you thinking about buying? …move into Motivation section of the script
IF NO: See if they know anyone else thinking about buying or selling. If not, politely end the call.
28
CIRCLE PROSPECTING
“What has you interested in selling your property (or buying a property)?”
**Price is not an acceptable motivation. Need to find what else has them interested in selling **
"What do you plan to do once the property sells?"
"What will you do with the proceeds of the sale?"
"Any other circumstances that would motivate you to sell the property?"
.... once you've captured the motivation, move to criteria point #2 : timeframe ...
29
CIRCLE PROSPECTING
"Are there any circumstances that would enable you to sell / buy sooner?"
“We are currently experiencing low inventory in the area, which is awesome for Sellers because it leads to
multiple offer situations and great opportunity. What circumstances would allow you to move sooner?”
30
CIRCLE PROSPECTING
“Perfect! What would be the best time to have my Agent follow up with you to talk more
seriously about selling the property / buying a property ?”
** If their timeframe is less than 6 months, set a follow up within 1-2 days **
Email Address
“We would like to send over our team’s contact information, just in case you have any questions or would
like to do some research on our team. So what would be the best email address to send that to?”
Phone Number
Politely end the call …. “Thank you so much for your time today. My Agent looks forward to speaking with you. Bye!
31
CIRCLE PROSPECTING
OBJECTION HANDLERS
HANDLER: “Our tech team pulled a list together for me and somehow your number was associated with
this address through public records.”
HANDLER: “I am so sorry! I will remove your number from our list right now. Thank you for your
time.”
HANDLER: “We have been seeing some interest in your area, so we’re just calling around to see who
might be selling over the next year.”.. Immediately go back to wherever you left off in the script.
HANDLER: “Not specifically. However, we do have people who are looking into your area with different
timelines. So we’re just calling around to identify who is interested in selling their home within the next 1-
2 years.”... Immediately go back to wherever you left off in the script.
HANDLER: “I can understand that. Have you had any thoughts of buying an additional property within
the next 1 to 2 years?”
32
CIRCLE PROSPECTING
OBJECTION HANDLERS
HANDLER: “I’m so sorry! Since I have you on the line, are you by any chance a homeowner?”
IF YES: “That’s great! Have you had any thoughts of selling your home?”
IF NO: “Oh okay… Have you had any thoughts of buying a home within the next year or two?”
IF YES: “Great! What has you thinking about buying?”…move into Motivation section of the script
IF NO: See if they know anyone else thinking about buying or selling. If not, politely end the call.
HANDLER: “The agent I assist is located in your area and I assist the agent remotely from (if within US,
state your city. If outside of US, state your country).... Immediately go back to wherever you left off in the
script.
HANDLER: “Oh okay. Thank you for your time. Hope you have a great day!”
OBJECTION: “You’re the 3rd person who’s called me. What do you want???”
HANDLER: “Ugh, I’m sorry! That must be super frustrating. Well, the reason I’m calling is because we’re
working with buyers right now who are interested in purchasing a home within your area. So… have you
had any thoughts of selling your home?!”
OBJECTION: “My home is already listed” or “My home is already for sale.”
IF YES: “Okay. Do you happen to know of anyone else who may be looking to sell or buy a
property?”
IF YES: “Great! What is the best number to reach them on?”… If so, get as much information as
you can.
IF NO: “Oh okay. Thank you so much for your time today!”
IF NO: “Great! Would you be open to working with a Realtor to help you get your home sold?”
33
CIRCLE PROSPECTING
OBJECTION HANDLERS
OBJECTION: “I’m not planning to sell for another 2-3+ years …..”
HANDLER: “Okay. How did you come up with that price of $________?”
“What do you plan to do once the property sells?”
HANDLER: “Got it. Would you be interested in hearing another approach to getting your property sold?”
OBJECTION: “How much can I sell my home for?” or “How much is my home worth?” or any Real
Estate specific question(s).
HANDLER: “That is a great question that my Agent can definitely assist you with during the follow up
call!”
HANDLER: “I get that .. Don’t worry though, we don’t send out any spam. We just use this in order to
send you our team’s contact information (if buyer - & keep you updated on the market in your area). So
what would be the best email for us to send that to?”
34
EXPIRED SCRIPT
Hey (first name)! My name is (your name) and I work with a real estate team in the area.
The reason I'm calling you today is because I saw your home came off the market and I wanted to find out
if it is still available or if it actually sold?
When will you be looking to …HIRE THE RIGHT AGENT… for the job to sell it?
Fantastic, well we specialize in selling homes that didn’t sell the first time AND I was hoping you’d be free
to …get together…for about 15 minutes or so to talk to my agent about why your house didn’t sell and what
needs to happen in order for it to sell at this point.
Which usually works better for you, weekdays or weekends? Mornings or Afternoons? (__) pm or (__)pm?
(If the Prospect would rather have the agent give them a call)
I can appreciate that and our agent will always give you a call ahead of time before heading out to the
property and in order for our team to determine the … best approach to getting the property sold… we
would need to see the house right? I see my agent will be in your area towards the end of the week.
Which usually works better for you, weekdays or weekends?
Mornings or Afternoons?
2pm or 6pm?
You know, I’m convinced it’s not for a lack of effort. You know, It’s more likely in the approach. You simply
need a different approach. That’s exactly why we need to get together.
35
EXPIRED SCRIPT
OBJECTION HANDLERS
OBJECTION : They are tired of realtors and the processes involved in having their house on the
market.
HANDLER: Go back to motivation, what HAD you thinking about selling the home in the first place?
OBJECTION : They don’t want to pay commission or have chosen to list it as a FSBO.
HANDLER: There are generally four types of buyers who are attracted to homes that go for sale by
owner; Investors, buyers who are motivated but not in a hurry (first time homebuyers), buyers who are
motivated and IN a hurry, and people who are just always looking around... aka "Looky-lous"
Motivated homebuyers whether they are in a hurry or not are almost always working with a real
estate agent, in which case you would be expected to pay a buyers commission. What does that
leave you with?
Investors who may try to take advantage of you and “Looky-lous” who will just waste your time.
HANDLER:
What’s your agent going to do differently this time?
How many showings did you have?
What was the feedback from those showings?
Did you receive any offers while the home was on the market?
Why didn’t those offers work out?
36
EXPIRED SCRIPT
OBJECTION HANDLERS
HANDLER:
Have you ever been a landlord before?
Are you comfortable writing up the appropriate contracts and handling those transactions?
Have you thought about having to go through the eviction process if the tenants don't work out and
what's entailed?
Wouldn't it make sense to...sell the home...and avoid the hassle of potentially having to deal with an
eviction or the repairs and upkeep of having someone you don't know in the property? Great, That’s
exactly why you should meet with one of my agents to discuss what needs to happen this time to get
the property sold.. What works best for you weekdays or weekends?
OBJECTION : "Why didn't you bring me a buyer when my property was on the market?"
HANDLER: Unfortunately, the home was not marketed appropriately, and as a result was not on our
radar.
OBJECTION: The lead has decided to renovate the property instead and stay in the home.
HANDLER: Return to the lead's motivation. Why were you interested in selling your property in the first
place?
37
FSBO SCRIPT
Hello, my name is (Your Name) and I’m calling about the property at (address). Is this the owner?
Terrific! Are you offering a buyer agent’s commission in the event one of our buyers wrote you an
acceptable offer?
IF YES : Great! In the event we were to bring you a qualified buyer, may I ask what commission you
are offering? (Proceed to questions below).
IF NO : Okay, no problem! So just to double check, if we had a willing and able buyer who wanted to
present you with an acceptable offer, you wouldn’t want us to present that to you?
Perfect! Just out of curiosity, why are you trying to sell your house yourself?
Fantastic! How long have you been trying to sell this house?
Good for you! I’m sure by now you’ve gotten calls from a bunch of agents trying to shake you down.
Have you gotten any seriously interested buyers writing you offers yet?
Great! Just out of curiosity, how long are you going to try and sell this house on your own before you
decide to explore other options?
Outstanding! In that time frame, if you decide to... EXPLORE OTHER OPTIONS... do you have a
close friend or family member that you would feel obligated to work with?
Wonderful! If you knew that whether you sold the house yourself, or we sold it for you, that you’d
come out making the same amount of money in the end, and my agent can show this to you wouldn’t
it make sense to have a brief chat with them so we can show you how that is?
38
FSBO SCRIPT
Great! When typically would be a good time for you to briefly meet with my agent would (X TIME
FRAME) work for you or would (Y TIME FRAME) be better?
OR
Wonderful! If my agent could demonstrate to you that they could get your home sold for (commission
% they’re offering) or more than you could get it sold for, since you’re paying (commission % they’re
offering) to a buyer agent anyway, would you be interested in speaking with us about potentially
making more money in the sale?
Great! When typically would be a good time for you to briefly meet with my agent would (X TIME
FRAME) work for you or would (Y TIME FRAME) be better?
39
FRANCHISE SALES
SCRIPT
Hi this is (your name) with Exit realty and we are expanding in your area which requires us to look for
talented Broker owners, managers and agents looking to grow their businesses.
These opportunities include but are not limited to positions for ownership, management, trainers and
agents looking to grow.
Have you considered looking into opportunities in your real estate career?
Are you open to a conversation with our Regional Leadership ___________ and discuss the
opportunities that exist with Exit Realty? It’s only a conversation, you have nothing to lose.
Right now we are the top 10 largest in the nation and have been around 20 years and are financially
stable, growing and privately-held.
Additional Questions:
Have you ever considered ownership?
If an owner are you looking to grow, sell or merge currently?
As an agent have you ever thought about getting involved in leadership or ownership
As team owner have you considered ownership
As a leader are you considering growing or adding on your team?
Are you interested in earning more than 100%?
As an agent are you looking to grow your business and does a pay raise without all the fees interest
you.
Are you open to a conversation? Can I send you a short video before we move further?
40
INBOUND BUYER
SCRIPT
“Hey! This is (your name) and I work with (Team/Brokerage Name). We saw that you recently viewed
one of our properties online and wanted to see if you were still looking at purchasing a home in the
area?
If YES:
“Great, Tell me more about that. What would your ideal home look like?”
“How soon do you see yourself making the move?”
“What is important to you about that time frame?”
“Do you know if you will be paying cash for this next home or looking at getting financed?”
“Have you talked to a loan officer yet about getting pre approved?”
“Thank you for that information, out of curiosity are you also thinking of selling your current
home once you do find the right property?”
“Are you currently working with an agent to help you find the perfect home?”
“Well that's great! We would love to get you connected with our agent to help you with getting
the process started. When is the best time to have them give you a call back to talk about this
in more detail? Do mornings or afternoons work best?”
If NO: “Thank you for thinking about that for me. If you don't mind me asking, when is the soonest
you see yourself selling your current property?”
Create Urgency: “I am not sure if you are aware, we are experiencing low inventory in the area
which is excellent for sellers because it tends to lead to multiple offer situations and great
opportunity. What circumstances would allow you to move sooner?”
“What is important to you about that time frame?”
“Great, What has you thinking about selling the home?”
“Are you currently working with an agent?”
“Great, If our agent showed you an approach that you felt comfortable with, would we have the
opportunity to earn your business?”
“Well that's great! We would love to get you connected with our agent to help you with getting
the process started. When is the best time to have them give you a call back to talk about this
in more detail? Do mornings or afternoons work best?”
41
INBOUND BUYER
SCRIPT
“Hey! This is (your name) and I work with (Team/Brokerage Name). We saw that you recently viewed
one of our properties online and wanted to see if you were still looking at purchasing a home in the
area?
If YES:
“Great, Tell me more about that. What would your ideal home look like?”
“How soon do you see yourself making the move?”
“What is important to you about that time frame?”
“Do you know if you will be paying cash for this next home or looking at getting financed?”
“Have you talked to a loan officer yet about getting pre approved?”
“Thank you for that information, out of curiosity are you also thinking of selling your current
home once you do find the right property?”
“Are you currently working with an agent to help you find the perfect home?”
“Well that's great! We would love to get you connected with our agent to help you with getting
the process started. When is the best time to have them give you a call back to talk about this
in more detail? Do mornings or afternoons work best?”
If NO: “Thank you for thinking about that for me. If you don't mind me asking, when is the soonest
you see yourself selling your current property?”
Create Urgency: “I am not sure if you are aware, we are experiencing low inventory in the area
which is excellent for sellers because it tends to lead to multiple offer situations and great
opportunity. What circumstances would allow you to move sooner?”
“What is important to you about that time frame?”
“Great, What has you thinking about selling the home?”
“Are you currently working with an agent?”
“Great, If our agent showed you an approach that you felt comfortable with, would we have the
opportunity to earn your business?”
“Well that's great! We would love to get you connected with our agent to help you with getting
the process started. When is the best time to have them give you a call back to talk about this
in more detail? Do mornings or afternoons work best?”
42
PROBATE SCRIPT
Hello (first name), my name is (your name) I’m with (Team/Brokerage Name)... I’m calling about the
(NAME of the estate) ... I know I’m a little premature ... I was wondering if or when does the estate
plan on selling the real estate?
Will you be choosing the real estate agent or is the attorney? Great.
How many heirs are there? Perfect
Is everyone on the same page about wanting to sell?
How soon do you want the property(s) on the market?
Would like my Agent to take a look at the property and give you a free market analysis, at least
you will know what it's worth?
The team I work with, specifically looks to sell properties in probate ... there are certain laws and
protocols that have to be followed ... to protect the estate ... may we send you a brochure?
(Follow up in 3-4 days)
Attorney’s:
Hello my name is (your name) I’m with (Team/Brokerage Name) ... I was wondering if you have any
clients that upon asset review would need a free market value analysis for if .. or .. when they think
of selling their real estate?
Do you have a GO TO person in where in (county name)... that within hours can get you what ever
you need ... grant deeds, a property owners names, full market analysis with pictures or any other
real estate item?
May we send you a brochure and check back each quarter to see if you or one of your clients
needs any type of real estate service?
Closes:
Mr. Name would you benefit from an Aggressive, Pro-Active agent that understands the differences
between a conventional sale and probate sales?
Let me ask you a question ... If I could show you in 10 or 15 minutes that there was a great financial
benefit to the estate to employing an agent like myself would that help you?
Exp: Do you know what a “Notice of Proposed Action” or a “Court Referee” is?
I would assume that most real estate agents don’t either. If they don’t know all the ins and outs you
can get yourself in a lawsuit, you don’t want that, right?
I am here to protect you and get you top dollar for your property!
43
EVENT INVITE SCRIPT
44