| A | B |
|---|
| Introduce yourself and TheMIGroup | Hello, how are you today. My name is ________. I’m calling from TheMIGroup. We are a Global Relocation Management Company. |
| Whom do you wish to speak with? | I wonder if you have a Relocation Director I could speak with? If not, could I please speak with the Broker? |
| What is reason for your call? | I am working with an Employee of Client Name who is being relocated from ____ to ____. The Employee will be selling their home in ____ and I would like to know if you are interested in a Listing opportunity referral. |
| What are your requirements for giving me this Listing? | First, this referral will require a 35% referral fee. Is that acceptable? We have some specific requirements: A full-time relocation trained Agent who can complete an ERC BMA within a 3 day timeframe. This will be a 2 step process. (Explain the steps in detail) plus completion of weekly activity report. |
| Convey the details of the Needs Assessment | Homeowners are _________. Property address is _________. Timeframe to market the property is ________. They have relocated _______times. They have sold ______ properties in the past. |
| Provide Employee Contact Info. | The Agent may make contact the Employee or other homeowner at _______. The Agent may proceed in setting your first appointment; Please email or call me with that date. |
| Discuss Next Steps (including the Agent Package) | I will be emailing or faxing (whichever they prefer) an Agent Package. You will find a Listing Confirmation Letter which confirms our discussion and agreement to the 35% referral fee. Please sign the letter and have the assigned Agent sign and fax or email back to me. It is important that I receive that document by tomorrow/24 hrs. Please have the Agent review the documents in the Package and if there are any questions, have the Agent contact me directly. |
| What to-do’s should be set? | Set a to-do for 1 day after the Agent Package is sent to confirm receipt of the executed Listing Confirmation Letter. |
| Prepare your CR | Re-cap the conversation with the RD or Broker. Document when you placed the call and any other details of the call that is factual information. |
