559 S. Washington Ave., Kankakee,IL 60901

P.815.929.9258 P.815.929.9200

It was a pleasure to attend your seminar in San Francisco on Thursday. You are a truly excellent speaker and by the time you were finished, I was excited about getting into residential real estate! You are doing good work in the world. Brian Tracy, Real Estate Speaker


Financial Planner/Accountant/Attorney August 10th, 2017 | Posted in General Real Estate, Other Interests, Real Estate

This script can be used for a similar group as yesterday’s blog post (attorney/CPA).  As with all of our scripts or checklists, they are designed for you to use as is or to give you a starting point to edit and personalize into your own.

Live conversation script:

Good (morning, afternoon, evening).  My name is ___________ and I work for (agent’s name) a top real estate broker/agent in (city).  He/she asked me to call you because in your profession as a (professional status) you may be in a position to advise clients as to which real estate professional to use when a need develops.  Can (agent’s name) meet with you or send you some information so you will feel comfortable in referring his/her services to your clients?
Positive: (Mail) – Great!  After you receive the information, I will have (agent’s name) call you.  Is there a time when you are most often in the office?  Could I have your email address?
(Phone) – Great!  I will have (agent’s name) call you.  Is there a time when you are most often in the office?  Could I have your email address?
Negative: Okay.  Is there ever a need for the advice of a top real estate professional in your business?
Positive:     Great!  I’ll have (agent’s name) call you!  Have a great day!
Negative: Well, remember (agent’s name) if the time ever comes.  I’ll send you his card.  Have a great day!
By the way, at (agent’s name)’s website you will find a lot of free services like rental agreements and even a free appraisal service.

Voice Mail Script:

Good (morning, afternoon, evening).  My name is ________________.  I work for a top real estate broker/agent in (city), (agent’s name).  Please call (agent’s name) at (phone number).  He/she would like to discuss how his/her expert knowledge of real estate would be of benefit to your clientele.  He/she can offer many services, such as over the phone evaluations within twenty-four hours.

Letter/Postcard/Email Follow Up: 




City, ST  Zip


Thank you for speaking with my assistant the other day.  I have worked at being one of the top real estate brokers/agents in (city) for (#) years.  It is my desire to impress your clients, adding another service to your practice.  I know that I reflect upon you in a referred relationship with your clients and I will treat your clients accordingly.

Enclosed are my credentials.  I will be calling you soon to discuss how using my real estate services will be to our mutual benefit.  A lot of services we offer are available on our website at  Furthermore, I may be able to feature you or your services on my site to my clients.  I’m looking forward to our conversation.


(agent’s name)



Walter’s Phone Scripts & Moving Beyond Do Not Call is your go-to resource for scripts, emails, and letters that you or an assistant can easily begin using today.  Phone Scripts includes the hiring, and management of telemarketers plus the 60 hottest groups to go after when they have shown interest in your service.

This manual even includes what to say when leaving a voice mail.  Follow-up emails are included, too.  It’s a great manual for an assistant as well with do not call opportunities!

Check out the details:  Call 800.792.5837 and ask for the $50 blog special on this system!

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