The new year represents a fantastic time to reconnect and check in with your pipeline of clients, both short and long term – don’t overthink it. Just go high level to make the conversation flow and see who could do with your help as they make their real estate plans for 2019.

What’s the best way to have that catch-up phone call?

Click to watch the video (or simply read the transcript) below to learn more.

Caroline Bolderston, Real Estate Coach – Here for my very first coaching on the go for 2019, super pumped about this year.

I’ve been back on board for about three weeks now and certainly catching up with a lot of my clients and just making sure they’re all laser focused on what they need to do to get this year underway.

A few of my agents have been asking me what’s the best way to have that catch up phone call with your pipeline? Or with clients that you didn’t get to speak to prior to Christmas, even though you’d planned on it.

What’s the best way to start that conversation in January?

So the answer to that for me is always just keeping it super high level.

Use the time frame to say “I just wanted to catch up with you, I’ve been back on board now for a couple of weeks and I just thought I’d let you know what’s happening in the real estate market right now”.

“We’ve seen a number of enquiries coming in on new listings” or “five new listings have popped up just around you” or “Through my opens so far this year I’ve had strong numbers”.

Give them some specifics about what’s happening in the market first and then go to the question of saying:

“I’m just curious what your real estate plans might be for this year?”

“Last time we spoke you mentioned you would be doing XYZ”.

“I thought I should just check in to see how those plans are shaping up for you?”

“What might have changed since the last time we spoke?”

Just open up the conversation:

• Hit them up with what’s going on.
• Give them some good news, because it’s out there.

I’ve heard the good news out around the grounds so the market is back on. And so the question is, do you have clients who want to take advantage of this?

If so you need to speak to them TODAY and you need to make sure that you are getting face to face and trying to uncover what they need from you and how you can help.

Pick up that phone make those calls, don’t delay!

With the market changing you’ve got to go stronger, harder, faster.

If you have a genuine desire to serve your clients, work hard and become the best you can be – contact me via the section below to discuss how coaching can work for you.

Caroline Bolderston

With over 16 years of industry experience Caroline has a track record of personal high performance and exceptional results. Taking her passion for Real Estate sales and her genuine interest in sharing her expertise to develop others, she was the creator of the Belle Property Academy which has delivered many $1M agents and high performing sales teams.

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Being Bold offers real estate expertise, insight and strategies via 1 on 1 coaching, team coaching, workshops, training days and keynote speaking.
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