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]; Thank you for taking my call. I’m the [your position] here. I hope you’re well. Did I get you at a convenient time?

Great, this will only be a minute. [Referring affiliated agent name] told me about your recent deal at [property address].

She shared that you did [something notable about the transaction]. So, I wanted to thank you for your part in making that deal happen, and I’d really like to share [an agent closing gift] with you to show our appreciation.

You’ve been a top producer for some time. I see that you are on pace to do [X] transactions 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 from top producers, like yourself, what the best agents are doing in their business to stay ahead of the curve.

I’d love to just give you that closing gift for the transaction and learn more about you and what you are doing to be this successful.

When could we get together for 10-15 minutes?

I’m available [give your availability]. What works best for you?

Great. I’m looking forward to it. See you then!