Agent referrals can be a significant source for leads. But taking the time to research an agent before you meet with them allows you to further tailor your approach, materials, and presentation to each agent’s needs, ensuring that you are delivering the information that will capture their attention and demonstrate that your company is the one they should affiliate with.

YOU CAN SAY

Hello, this is [your name] at [dba of the franchisee]. I’m the [your position] here. I hope you’re well. Did I get you at a good time?

Great! Well, this will only be a minute. [referring affiliated agent name] told me about your recent deal at [property address].  They shared that you did [something notable about the transaction]. So, I wanted to thank you for your part in making that deal happen.

I see that you are on pace to do [XX - metric such as transactions, sales volume, etc.] this year.  The productivity systems offered in our office have helped agents raise their [same metric] by [XX]%. In coaching agents, I’m constantly learning what the best agents are doing in their business to stay ahead of the curve.

I would love the opportunity to share what the best agents are doing to be so successful and to hear about your business and learn more about you.

Would [day] at [time] or [day] at [time] work best for you?