IMPORTANT: Once a Buyer or Seller has communicated their Buying/Selling Time Frame, then stop the “No Time Frame Established Call Tasks” and add/start the appropriate “Timeline Established” call task drip below.

How To Set These Up: Although these are all together on one document, ideally you want to break these up into 6 different call/task drip campaigns. The call scripts are the same, what changes is the frequency of the calls based on their goals.

In addition to the below call/tasking drips, your leads should still get the email/text drips and a Buyer Lead, they should still be receiving the daily property alert emails

Sample of How These Should Look In Your Database:

Buyer Lead Call Task “Timeline Established” Under 6 Months

Buyer Lead Call Task “Timeline Established” 6-12 Months

Buyer Lead Call Task “Timeline Established” 1 Year + Out

Seller Lead Call Task “Timeline Established” Under 6 Months

Seller Lead Call Task “Timeline Established” 6-12 Months

Seller Lead Call Task “Timeline Established” 1 Year + Out

IMPORTANT: I use these as my “Worst Case” follow up call reminders. Every conversation you have with a potential Buyer/Seller… If I am unable to set an appointment, I always say/ask “No worries at all, I would love to stay in touch and check in from time to time, when would be a good time to follow up in the future (if they pause, I ask if it would be OK to follow up within a few months). Whatever time frame they give me, I cut that time frame in half and manually add a follow up task to call them in addition to the below calls/tasks. If they say to not follow up and they will reach out to me, then I continue with the below schedule.

Buying in 6 Months or Less Action Task Plan: (Calling/Video Texting Every 30 Days Until You Set an Appointment):

IMPORTANT: Set your automatic tasks to auto task you every 30 days, auto populate your calendar. The call, voicemail and video will be identical each time and even though the lead has informed you they want to Buy within 6 months, it is recommended to have the tasks drips in place for every 30 days for 12 full months.

Every 30 Day Call:

If they answer:  “Hi (their name), this is (your name) with (your company), I wanted to do a courtesy check in call to see how everything is going, see how the property searches are going and see if you have any questions for me at this time? (pause, let them answer, answer any questions and then ask for the appointment). Are there any properties you would like to set up a time to go see? (if no, then proceed to the educational appointment meeting) I have found the next best step in the process is to set up a time for us to meet in person, first just so you know there is 100% zero pressure, no hassle and no obligation…. When we meet we will be discussing your goals in more depth so I have full clarity of exactly what your goals are, but most importantly I want to make sure you are fully educated on every step of the home buying process… My services are 100% free to you, however you are are going to have a monetary investment into purchasing a home, for example: Inspections, Appraisals… there are areas that you are protected and areas that you are at risk… so the purpose of meeting is to ensure you are fully educated on every step of the process, answer all your questions and give you all the information you need to make the best decision for yourself and your Family. Again there is no hassle, no obligation and zero pressure. Also I respect your time and schedule and can come to you, so if you have a favorite local coffee shop or would like me to come to your current residence, wherever is most convenient for you, I will make that happen. I have (know your schedule and give a couple options for example “This Wednesday at 9am or 6pm, which one of those times works best for you?”)…

If no answer leave a voicemail: Hi (their name), this is (your name) with (your company), I wanted to do a courtesy check in call to see how everything is going, see how the property searches are going and see if you have any questions for me at this time? Please feel free to give me a call back or you can text or email me anytime to if you need anything, whichever works best for you. Have an amazing day!

If no answer also send a video text message from your cell:  Hi (their name), this is (your name) with (your company), I wanted to do a courtesy check in video text to see how everything is going, see how the property searches are going and see if you have any questions for me at this time? Please feel free to give me a call back or you can text or email me anytime to if you need anything, whichever works best for you. Have an amazing day!

-If 6 months to 1 year the Call/Voicemail/Video Text is for every 45 days, same message.

-If 12 months + the Call/Voicemail/Video Text is for every 6 months, same message.

Buying in 6 – 12 Months Action Task Plan: (Calling/Video Texting Every 45 Days Until You Set an Appointment):

IMPORTANT: Set your automatic tasks to auto task you every 45 days, auto populate your calendar. The call, voicemail and video will be identical each time and even though the lead has informed you they want to Buy within 6 – 12 months, it is recommended to have the tasks drips in place for every 45 days for 24 full months.

Every 45 Day Call:

If they answer:  “Hi (their name), this is (your name) with (your company), I wanted to do a courtesy check in call to see how everything is going, see how the property searches are going and see if you have any questions for me at this time? (pause, let them answer, answer any questions and then ask for the appointment). Are there any properties you would like to set up a time to go see? (if no, then proceed to the educational appointment meeting) I have found the next best step in the process is to set up a time for us to meet in person, first just so you know there is 100% zero pressure, no hassle and no obligation…. When we meet we will be discussing your goals in more depth so I have full clarity of exactly what your goals are, but most importantly I want to make sure you are fully educated on every step of the home buying process… My services are 100% free to you, however you are are going to have a monetary investment into purchasing a home, for example: Inspections, Appraisals… there are areas that you are protected and areas that you are at risk… so the purpose of meeting is to ensure you are fully educated on every step of the process, answer all your questions and give you all the information you need to make the best decision for yourself and your Family. Again there is no hassle, no obligation and zero pressure. Also I respect your time and schedule and can come to you, so if you have a favorite local coffee shop or would like me to come to your current residence, wherever is most convenient for you, I will make that happen. I have (know your schedule and give a couple options for example “This Wednesday at 9am or 6pm, which one of those times works best for you?”)…

If no answer leave a voicemail: Hi (their name), this is (your name) with (your company), I wanted to do a courtesy check in call to see how everything is going, see how the property searches are going and see if you have any questions for me at this time? Please feel free to give me a call back or you can text or email me anytime to if you need anything, whichever works best for you. Have an amazing day!

If no answer also send a video text message from your cell:  Hi (their name), this is (your name) with (your company), I wanted to do a courtesy check in video text to see how everything is going, see how the property searches are going and see if you have any questions for me at this time? Please feel free to give me a call back or you can text or email me anytime to if you need anything, whichever works best for you. Have an amazing day!

Buying in 1 Year + Out Action Task Plan: (Calling/Video Texting Every 180 Days Until You Set an Appointment):

IMPORTANT: Set your automatic tasks to auto task you every 180 days, auto populate your calendar. The call, voicemail and video will be identical each time and even though the lead has informed you they want to Buy 1+ Years Out, it is recommended to have the tasks drips in place for every 180 days for 5 full years.

Call Every 180 Days:

If they answer:  “Hi (their name), this is (your name) with (your company), I wanted to do a courtesy check in call to see how everything is going, see how the property searches are going and see if you have any questions for me at this time? (pause, let them answer, answer any questions and then ask for the appointment). Are there any properties you would like to set up a time to go see? (if no, then proceed to the educational appointment meeting) I have found the next best step in the process is to set up a time for us to meet in person, first just so you know there is 100% zero pressure, no hassle and no obligation…. When we meet we will be discussing your goals in more depth so I have full clarity of exactly what your goals are, but most importantly I want to make sure you are fully educated on every step of the home buying process… My services are 100% free to you, however you are are going to have a monetary investment into purchasing a home, for example: Inspections, Appraisals… there are areas that you are protected and areas that you are at risk… so the purpose of meeting is to ensure you are fully educated on every step of the process, answer all your questions and give you all the information you need to make the best decision for yourself and your Family. Again there is no hassle, no obligation and zero pressure. Also I respect your time and schedule and can come to you, so if you have a favorite local coffee shop or would like me to come to your current residence, wherever is most convenient for you, I will make that happen. I have (know your schedule and give a couple options for example “This Wednesday at 9am or 6pm, which one of those times works best for you?”)…

If no answer leave a voicemail: Hi (their name), this is (your name) with (your company), I wanted to do a courtesy check in call to see how everything is going, see how the property searches are going and see if you have any questions for me at this time? Please feel free to give me a call back or you can text or email me anytime to if you need anything, whichever works best for you. Have an amazing day!

If no answer also send a video text message from your cell:  Hi (their name), this is (your name) with (your company), I wanted to do a courtesy check in video text to see how everything is going, see how the property searches are going and see if you have any questions for me at this time? Please feel free to give me a call back or you can text or email me anytime to if you need anything, whichever works best for you. Have an amazing day!

Selling in 6 Months or Less Action Task Plan: (Calling/Video Texting Every 30 Days Until You Set an Appointment)

IMPORTANT: Set your automatic tasks to auto task you every 30 days, auto populate your calendar. The call, voicemail and video will be identical each time and even though the lead has informed you they want to Sell within 6 months, it is recommended to have the tasks drips in place for every 30 days for 12 full months.

Every 30 Day Call:

Call: If answer: Hi (their name) this is (your name) with (your company), I wanted to do a quick courtesy check in call to see if you have any questions about the home selling process, what is happening in the current real estate market or if you need anything? (pause, let them answer, answer their questions, then ask for the appointment) I have found the next best step in the process is to set a time for me to come out to your home, have you give me a tour of your home, so I can see it in person, it is important to know that when you are listing your home for sale, it becomes a product for sale on the market, when hiring a Realtor, you are hiring them to sale your product for top dollar, so it is really important for me to see your home and that will also allow me the opportunity to show you my step by step marketing plan of action to expose your home to the most amount of buyers and get you a top dollar offer. Also before we meet I will do some in depth research and put together a current market valuation report that we will be able to discuss which will show my professional opinion of what the current value of your home is along with answering all of your questions so that you have all the information you need to make the best decision for yourself and your Family. I have (check your schedule and offer a couple of times for example “I have tomorrow at 8am or 6pm, which one of those times would work best for your you?”).

If no answer leave a voicemail: Hi (their name) this is (your name) with (your company), I wanted to do a quick courtesy check in call to see if you have any questions about the home selling process, what is happening in the current real estate market or if you need anything? Also I wanted to see if you would like to set a time for me to come by, see your home in person, show you my step by step marketing plan of action and go through a current market valuation report to give you an idea of what your home is currently worth. If you have any questions, need anything or would like to set up an appointment please feel free to call, text or email me anytime. Have an amazing day!

If no answer and after leaving the voicemail create and send a video text message:  Hi (their name) this is (your name) with (your company), I wanted to do a quick courtesy check in video text to see if you have any questions about the home selling process, what is happening in the current real estate market or if you need anything? Also I wanted to see if you would like to set a time for me to come by, see your home in person, show you my step by step marketing plan of action and go through a current market valuation report to give you an idea of what your home is currently worth. If you have any questions, need anything or would like to set up an appointment please feel free to call, text or email me anytime. Have an amazing day!

Selling in 6 – 12 Months Action Task Plan: (Calling/Video Texting Every 45 Days Until You Set an Appointment):

IMPORTANT: Set your automatic tasks to auto task you every 45 days, auto populate your calendar. The call, voicemail and video will be identical each time and even though the lead has informed you they want to Sell within 6 – 12 months, it is recommended to have the tasks drips in place for every 45 days for 24 full months.

Every 45 Day Call:

Call: If answer: Hi (their name) this is (your name) with (your company), I wanted to do a quick courtesy check in call to see if you have any questions about the home selling process, what is happening in the current real estate market or if you need anything? (pause, let them answer, answer their questions, then ask for the appointment) I have found the next best step in the process is to set a time for me to come out to your home, have you give me a tour of your home, so I can see it in person, it is important to know that when you are listing your home for sale, it becomes a product for sale on the market, when hiring a Realtor, you are hiring them to sale your product for top dollar, so it is really important for me to see your home and that will also allow me the opportunity to show you my step by step marketing plan of action to expose your home to the most amount of buyers and get you a top dollar offer. Also before we meet I will do some in depth research and put together a current market valuation report that we will be able to discuss which will show my professional opinion of what the current value of your home is along with answering all of your questions so that you have all the information you need to make the best decision for yourself and your Family. I have (check your schedule and offer a couple of times for example “I have tomorrow at 8am or 6pm, which one of those times would work best for your you?”).

If no answer leave a voicemail: Hi (their name) this is (your name) with (your company), I wanted to do a quick courtesy check in call to see if you have any questions about the home selling process, what is happening in the current real estate market or if you need anything? Also I wanted to see if you would like to set a time for me to come by, see your home in person, show you my step by step marketing plan of action and go through a current market valuation report to give you an idea of what your home is currently worth. If you have any questions, need anything or would like to set up an appointment please feel free to call, text or email me anytime. Have an amazing day!

If no answer and after leaving the voicemail create and send a video text message:  Hi (their name) this is (your name) with (your company), I wanted to do a quick courtesy check in video text to see if you have any questions about the home selling process, what is happening in the current real estate market or if you need anything? Also I wanted to see if you would like to set a time for me to come by, see your home in person, show you my step by step marketing plan of action and go through a current market valuation report to give you an idea of what your home is currently worth. If you have any questions, need anything or would like to set up an appointment please feel free to call, text or email me anytime. Have an amazing day!

Selling 1 Year + Out Action Task Plan: (Calling/Video Texting Every 180 Days Until You Set an Appointment):

IMPORTANT: Set your automatic tasks to auto task you every 180 days, auto populate your calendar. The call, voicemail and video will be identical each time and even though the lead has informed you they want to Sell 1+ Years, it is recommended to have the tasks drips in place for every 180 days for 5 full years.

Every 180 Day Call:

Call: If answer: Hi (their name) this is (your name) with (your company), I wanted to do a quick courtesy check in call to see if you have any questions about the home selling process, what is happening in the current real estate market or if you need anything? (pause, let them answer, answer their questions, then ask for the appointment) I have found the next best step in the process is to set a time for me to come out to your home, have you give me a tour of your home, so I can see it in person, it is important to know that when you are listing your home for sale, it becomes a product for sale on the market, when hiring a Realtor, you are hiring them to sale your product for top dollar, so it is really important for me to see your home and that will also allow me the opportunity to show you my step by step marketing plan of action to expose your home to the most amount of buyers and get you a top dollar offer. Also before we meet I will do some in depth research and put together a current market valuation report that we will be able to discuss which will show my professional opinion of what the current value of your home is along with answering all of your questions so that you have all the information you need to make the best decision for yourself and your Family. I have (check your schedule and offer a couple of times for example “I have tomorrow at 8am or 6pm, which one of those times would work best for your you?”).

If no answer leave a voicemail: Hi (their name) this is (your name) with (your company), I wanted to do a quick courtesy check in call to see if you have any questions about the home selling process, what is happening in the current real estate market or if you need anything? Also I wanted to see if you would like to set a time for me to come by, see your home in person, show you my step by step marketing plan of action and go through a current market valuation report to give you an idea of what your home is currently worth. If you have any questions, need anything or would like to set up an appointment please feel free to call, text or email me anytime. Have an amazing day!

If no answer and after leaving the voicemail create and send a video text message:  Hi (their name) this is (your name) with (your company), I wanted to do a quick courtesy check in video text to see if you have any questions about the home selling process, what is happening in the current real estate market or if you need anything? Also I wanted to see if you would like to set a time for me to come by, see your home in person, show you my step by step marketing plan of action and go through a current market valuation report to give you an idea of what your home is currently worth. If you have any questions, need anything or would like to set up an appointment please feel free to call, text or email me anytime. Have an amazing day!