CRM & Systems
Location & name of the report where you find your confirmations/reminders scheduled for the next day
Home Tab/ISA Dashboard → "Appointment Confirmations - Tomorrow"
What to do if you can't reach a seller lead by the end of the day to confirm...
Confirm the appt if it’s within 90 minutes driving time for our OSA
Leave a voicemail telling the lead we are coming and tag OSA and ISA admins
Cancel the appt if it’s further than 90 minutes driving time
Timeframe of when we want to book buyer appointments in...
24–48 hours
2 things that prompt a lead be placed on a follow-up plan...
They are 6+ months from making a move
Timing and motivation have been established
Name of our “buy first offer”...
Bonus: What is our biggest value (but not the only one) that we bring as a team on the buy side?
Homehunter
Bonus: Off-market properties
Name of report where you can find team listings...
ISA Dashboard → "EmpowerHome Team Listings Report"
What to do if you can't reach a buyer lead by the end of the day to confirm...
Cancel the appt
Leave a voicemail telling the lead we are canceling and tag OSA and ISA admins
Timeframe we want to book listing appointments in....
48–72 hours
The only 3 sources we book around specific agents...
Open House
Past Client
Agent SOI
Name of our “sell first offer”
Bonus: What is our biggest value (but not the only one) that we bring on the sell side?
CMA Offer
Bonus: We are known for netting our clients 6.1% which can average to 30k more in client's pocket. AKA we sell for TOP DOLLAR!
Description of The Morning Huddle
A 15-minute morning call where the entire team joins to start the day. Includes shoutouts, number reviews, and themed days to motivate each other and start the day with energy
List the names of the ISA Admins... List what they do to support the ISAs aka YOU!:)
James Escleo, Lovely Merced, Lynn Finuliar, and Roma Dizon
Send email and text confirmations right after an appt is booked with date, time, location, and purpose of meeting
Send reminder texts and emails the day before every appt to confirm
Create calendar invitations for ISA and OSA (Google Meet links included)
Monitor appointment assignments or notes from DOSO/OSA and may alert you
At what point should you look up the coffee shop address when booking a buyer appointment there...
After the call, never while you have the lead on the phone
Intro for an open house lead....
“Hello [Lead], this is [ISA Name] with EmpowerHome. You attended our open house at 123 Main St., and I wanted to follow up to see what you thought of that home. Is that okay?”
“RICH K” stand for...
Repeat, Isolate, Cushion, Handle, Close
The only scenarios we schedule virtual meetings...
When the lead lives out of the area (or 2+ hours away)
What to do when you reschedule an appt as a new appt....
Treat all R/S appointments like a brand new appointment
Understand and document why they missed the original appointment
Re-establish motivation and reconnect it to your offer
Reconfirm all qualifying questions
Add fresh, updated notes for the R/S appointment
Do not reschedule after 3x of no show
The only exceptions to when you book a listing appointment NOT at the house...
If the lead lives out of town
If it’s a tenant-occupied property
Difference between a “commitment” and a “goal”...
A commitment is not an option; a goal is something to aim for once the commitment is met
When should you pitch EHM?
Always (including when they are already pre-approved)
Why? EHM can save them money (ex: save $2,000 to put toward closing costs)
Days and times we can schedule a buyer/seller appt...
Sunday–Saturday, 8am–8pm
List our “confirmation/reminder process”?
Bonus points: if you say the Friday reminder process.
ISA admins send texts in the morning
At 12pm, if no confirmation yet, ISA begins first round of confirmations (3 rounds total if needed)
Go to "Appt Confirmations – Tomorrow" report and check how many appts need confirmation
Bonus (FRIDAY ONLY): Edit Appt Confirmations – Tomorrow report to “Saturday and Sunday” dates
If confirmed: tag OSA and ISA Admins
If cancelled: tag OSA and ISA Admins
Order of where we want to book buyer appointments...
Bonus: Location of where you book listings or buy/sells...
Their home
Our office
A coffee shop
Bonus: Lead’s house always
What to say when you need to reschedule an appt or don't have availability for the day the lead wants to meet...
"I really want to make sure you meet with the best possible team member that specializes in the area you are looking to buy/sell and has a proven track record in that area... Would DAY or DAY work for you to make that happen?"
How do you know which offer to pitch first in a buy/sell scenario?
Pitch the offer they are most motivated to do first (what they “want” to do first—buy or sell)