Quarterly Call Scripts

Q1: Homeownership Project & Maintenance Campaign

"Hi [Client's Name], it's [Your Name] from [Real Estate Team Name]. Hope you and the family (or those adorable pets) are doing great! (Listen and engage with their update first.) I'm checking in with all my clients as we kick off the new year. I've noticed many are diving into home improvement or maintenance projects lately. Around your area, the big trends seem to be [List Common Projects]. Have you been thinking about anything similar for your home? If you're considering any projects, I'd be happy to connect you with some of our trusted pros for a bid or consultation."

(If they're not planning any projects...)

"No worries at all, just wanted to make sure you knew we're here to help. By the way, I always appreciate your support for my business through referrals. If you know anyone needing real estate assistance, feel free to connect us with a quick text. Anyone come to mind right now?"

Q2: Spring Cleaning

"Great catching up, [Client's Name]! (Start the next call) Hi, it's [Your Name] again from [Real Estate Team Name]. How's everything going with you and the family (or pets)? (Listen to their update.) We're excited to sponsor a free spring cleaning charity event benefiting [Local Charity]. We’re collecting [Items for Recycling] at our office, and we'd love your support. Can we help with a pick-up for the event? We'll send out an email soon with all the details. And as always, if you know anyone looking to buy or sell, or who needs real estate advice, let's connect them with a quick text. Anybody in mind right now?"

Q3: Real Estate Wealth

"Hi [Client's Name], it's [Your Name] from [Real Estate Team Name]. How have you been since we last spoke? (Respond to their update.) I’m excited to tell you about our free wealth and real estate planning series, complete with great prizes like a [Grand Prize Amount]. It's all about making smart use of real estate and finances. Interested in joining? (If YES, confirm details) Fantastic, I'll get you registered and keep you posted as we approach the start date. And remember, referrals are the heart of my business. If someone you know needs real estate advice, a quick text intro would be amazing. Anyone come to mind?"

Q4: Save Money For The New Year

"Hey [Client's Name], [Your Name] here from [Real Estate Team Name]! How are you and your loved ones doing? (Engage with their response.) As the year winds down, I'm reaching out to see if you'd like a free review of your mortgage and insurance. Our team might be able to save you some serious cash each month. Interested in a quick 15-minute call? (If NO, move to closing.) I'll connect you with my team right after this call. Lastly, I'm always here for anyone you know who needs real estate advice or services. A three-way text intro would be perfect. Can you think of anyone right now? Thanks a ton, [Client's Name], and here's to possibly saving you a bundle!"