TC Lead Gen - Co-Op Agents - Complete System w/Templates
TC Lead Gen - Co-Op Agents - Complete System w/Templates
IMPORTANT NOTE ABOUT EVERYTHING THAT FOLLOWS:
*Nothing that follows is meant to be read or used without the CO-OP AGENT LEAD GEN VIDEO TUTORIAL. The following is simply meant to act as a reference tool for what is covered in the video tutorial.
❤️ LINK TO VIDEO ON YOUTUBE (SUBSCRIBE TO CHANNEL):
https://youtu.be/1uNdA3N2Uew
Lead Generation Strategies - Active vs. Passive
Passive Examples - Q: Does your "passive" marketing support your "active" strategy and actions?
- Email campaigns and newsletters
- Most of what happens on social media
- Etc.
Active Examples - This is a "Contact Sport"
- Four Part Co-Op Agent strategies (covered in this blog)
- Teaching classes within brokerages that you already have clients
- Etc.
Four Parts Co-Op Lead Generation System...
- Opening - Processing a new file - Email template & phone script
- During the transaction - Weekly call - File updates and offering help - Phone script
- Post closing - Review - Email template, phone & video script
- Past Transaction - Continue to bring real value outside of the transaction - Email template & phone script
Lead Generation - Sales
Truly great and EFFECTIVE sales and lead generation is NOT all about "asking for the sale" or "always be closing".
For me great and EFFECTIVE "sales" and lead generation is all about two things:
- Provide FREAKISH levels of service BEFORE they become customers (exp: During the transaction, providing reviews and testimonials following the transactions, providing free editable tools and resources to help them run and grow their business, etc.)
- Build real relationships (exp: Most transactions will last 4-6 weeks - I would question my ability or intentions to develop real relationships and connections if I could not do it within a 4-6 week period)
It's never about "asking for the sale" or "always closing", but rather it's always about doing what it takes to EARN the right to ask for the sale. And it's very common or typical that when do what it takes to EARN the right for the sale that we simply may never need to ask for the sale. And during a typical transaction most TC's will have between 4 to 6 weeks to "blow their minds" and build a genuine relationship.
1 - Opening - Processing a new file - Email template & phone script
*Nothing that follows is meant to be read or used without the CO-OP AGENT LEAD GEN VIDEO TUTORIAL. The following is simply meant to act as a reference tool for what is covered in the video tutorial.
❤️ LINK TO VIDEO ON YOUTUBE (SUBSCRIBE TO CHANNEL):
https://youtu.be/1uNdA3N2Uew
THE FOLLOWING IS AN EXAMPLE EMAIL TEMPLATE THAT A TC COULD SEND TO A CO-OP AGENT THE BEGINNING OF THE TRANSACTION... EACH OF THESE EMAIL TEMPLATES COULD ALSO BE USED AS YOUR "OUTLINE" FOR ANY PHONE CALLS MADE OR VOICEMAILS THAT ARE LEFT (ALL VM'S SHOULD BE 60 SECONDS OR LESS)
EMAIL MESSAGE: EDIT AS NEEDED - THE LAST SECTION ABOUT THE FREE AGENT TOOLS IS OPTIONAL SINCE THIS NOT SOMETHING THAT EVERYONE WILL HAVE
SUBJECT LINE FOR EMAIL: [Insert street address] - Ensuring you get what you NEED on this transaction
Hello [Co-Op Agents Name]. My name is [your name], and I am the Transaction Coordinator for [your Agents Name].
I know that you're crazy busy, and it is our goal to help ensure that you are both efficiently kept in the loop and that you get any help that you may need during this transaction.
Question: To help ensure that we accomplish this to your satisfaction, could I ask if you have anyone on your team that you would like us to copy in on any updates, request or sharing of documents?
Our promise: As mentioned above, we know that you are incredibly busy, and so we will never expect you to answer our calls, but please know that we will be leaving your a voicemail each Tuesday between 2 and 3:30.
Those voicemails will include two things, and These voicemails will be less than 60 seconds, and include two things.
- Each of these calls will include any updates or questions that we have and...
- We will simply be asking if there is there is anything or anyone that you have been trying to track down that you could use help with?
[Link to 30-60 second video - Video to basically share the same information that is shared in this video]
[Signature - Your signature should also include a direct link to your FREE Agent Tools & Resources page]
2 - During The Transaction - Weekly call - File updates and offering help - Phone "script"
*Nothing that follows is meant to be read or used without the CO-OP AGENT LEAD GEN VIDEO TUTORIAL. The following is simply meant to act as a reference tool for what is covered in the video tutorial.
❤️ LINK TO VIDEO ON YOUTUBE (SUBSCRIBE TO CHANNEL):
https://youtu.be/1uNdA3N2Uew
THE FOLLOWING IS AN EXAMPLE PHONE "SCRIPT" TEMPLATE THAT A TC COULD USE WHEN CALLING A CO-OP AGENT EACH WEEK...
Good day [Co-Op Agents Name]. This is [your name], the TC for [your agents name] on the [property address] transaction.
As promised, we wanted to be sure that you were being kept in the loop, and offer any help that we can to ensure that you are getting exactly what is needed to help keep everything moving forward.
- So first, here is an update... [Provide any relevant updates here in 30-45 seconds or less - Total call should be kept to 60 seconds or less]
- And is there anything that you could use help with at this time. For example: Is there is anything or anyone that you have been trying to track down that have been unresponsive or you could use help with?
Again, it's an honor to work with you on this file, and please email me directly if there is anything I can do to be of help.
3 - Post closing - Review - Email template, phone & video script
*Nothing that follows is meant to be read or used without the CO-OP AGENT LEAD GEN VIDEO TUTORIAL. The following is simply meant to act as a reference tool for what is covered in the video tutorial.
❤️ LINK TO VIDEO ON YOUTUBE (SUBSCRIBE TO CHANNEL):
https://youtu.be/1uNdA3N2Uew
THE FOLLOWING IS AN EXAMPLE EMAIL TEMPLATE THAT A TC COULD SEND TO A CO-OP AGENT AFTER CLOSING...
EMAIL MESSAGE: EDIT AS NEEDED
SUBJECT LINE OF EMAIL: 123 Main St. - Could I leave you a review from our last closing? Copy of review/testimonial included.
BODY OF EMAIL:
Hello [Co-Op Agents Name].
It was both an honor and pleasure getting to work with you both on 1234 Main St!
I absolutely LOVE it when I get to leave a REVIEW for someone on the other side of the transaction, and there is no doubt that you've EARNED this review. I just hope that you're ok with me bragging on you a bit.
I have JUST ONE QUESTION for you in regards to the actual REVIEW... I just want to be sure that I leave or post this where you would get the most benefit from it (exp: Facebook business page, Google reviews, etc.). So where exactly would you prefer that we leave the review to help ensure that it's where you'll get the most from it? Could I just ask for you to reply with a direct link to wherever that might be, and we'll be sure to get that posted as quickly as possible. Thanks!!
So here is a copy of the actual review that we'll be posting (once we know where you'd like it posted). We also wanted to share a copy with you so that you could use it in any other way or format that you might find value in (exp: Creating a testimonial social media post, adding it to your website, etc.):
[Insert testimony here]
Again, I just really appreciate getting to work with professionals like you, and thanks for allowing us to brag on you a bit!
[Link to 30-60 second video - Video to basically share the same information that is shared in this video]
One more thing, and we hope this is helpful to you and your business... We are consistently creating, building and sharing FREE tools, resources and templates that agents can use to help grow, build and run their business. So feel free to steal anything that you'd like from our FREE Agent Tools page, and edit it until your hearts content. You'll find free Transaction and Listing Virtual Whiteboards, social media planners and calendars, graphic templates and more, and they are all FREE and editable. Again, feel free to use anything you'd like from our site, and let us know if there is anything else that we could do to bring real value to either you or your business. We just kind of LOVE this stuff!!
[Signature - Your signature should also include a direct link to your FREE Agent Tools & Resources page]
*Assuming that the TC that is leaving a review is ON A TEAM: Be sure to CC or BCC your TL or Team Owner on this email. This will trigger them to make a follow-up call as well (see "script" below for this call)
Phone "Script" for TL or Team Owner: EDIT AS NEEDED
Good day [Co-Op Agents name]. This is [your name], and I just couldn't help but call and THANK YOU for the amazing experience that you helped to create with the [property address] closing.
[Your TC's name] couldn't help but brag on you, and she/he also shared a copy of the review that she had written for you, and I just love that. I just wanted to give you a huge thank you for all that you did.
[Co-Op Agents name], could I ask you a question since I hadn't heard much about your actual business or team outside of this transaction? Are you a solo agent, or do you have or are you on a team? And how big is your support team at this time? [This could open conversations for you to discuss their existing leverage or need for leverage - Continue to the conversation from there, and do not be afraid to also provide some free tools and resources that you may have to help them to more effectively run and grow their business - Some TC's will even offer to do a FREE transaction to see if they are a good fit, some will offer up to 3, and some none... This is personal, based on a business model and lead gen plan and strategy - Be sure to have a follow-up plan at the ready, and ensure they know what it is before you end the call - Set proper levels of expectation]
4 - Past Transaction - Continuing to bring real value outside of the transaction - Email template and phone script
*Nothing that follows is meant to be read or used without the CO-OP AGENT LEAD GEN VIDEO TUTORIAL. The following is simply meant to act as a reference tool for what is covered in the video tutorial.
❤️ LINK TO VIDEO ON YOUTUBE (SUBSCRIBE TO CHANNEL):
https://youtu.be/1uNdA3N2Uew
THE FOLLOWING IS AN EXAMPLE EMAIL TEMPLATE THAT A TC COULD SEND TO A CO-OP AGENT EACH QUARTER AFTER CLOSING...
EMAIL MESSAGE: EDIT AS NEEDED - THE LAST SECTION ABOUT THE FREE AGENT TOOLS IS OPTIONAL SINCE THIS NOT SOMETHING THAT EVERYONE WILL HAVE
Hello [Co-Op Agents Name].
As you know, at [your company name] we are committed to providing as much value to our Real Estate agent community as possible. And so we want to ensure that you were being kept up to date in regards to the FREE Editable Agent Based Tools and Resources that we have available for you and your team.
[Link to 30-60 second video - Video to basically share the same information that is shared in this video]
We are consistently creating, building and sharing FREE tools, resources and templates that agents can use to help grow, build and run their business. So feel free to steal anything that you'd like from our FREE Agent Tools page, and edit it until your hearts content. You'll find free Transaction and Listing Virtual Whiteboards, social media planners and calendars, graphic templates and more, and as we said they are all FREE and editable.
Again, feel free to use anything you'd like from our site, and let us know if there is anything else that we could do to bring real value to either you or your business. We just kind of LOVE this stuff!!
And last, but not least... We are expanding, and if you would ever like to discuss how we may be able to partner together to help ensure that you are getting the leverage that you need and desire, it would be an honor to connect. Please feel free to take a look at the available leverage and services that we provide on our site, or simply REPLY TO THIS EMAIL and let's set up a time to connect.
[Signature - Your signature should also include a direct link to your FREE Agent Tools & Resources page]
❤️ LINK TO VIDEO ON YOUTUBE (SUBSCRIBE TO CHANNEL):
https://youtu.be/1uNdA3N2Uew
