Here’s the complete guide with everything we’ve discussed, organized from top to bottom. This includes the phone script, meeting dialogue, scenarios, and the study guide—all in one place for easy reference and printing.
Real Estate Agent Recruitment Master Guide
1. What to Say on a Phone Call to Book a Meeting
Step 1: Prepare Before the Call
• Research the agent (social media, listings, reviews) to personalize the conversation.
• Have your key talking points ready: Why your brokerage is unique and how you can help them.
• Remember, the goal is to schedule a meeting or coffee chat.
Phone Call Script
Introduction
“Hi [Agent’s Name], this is Saso Joveski with Realest Realty. How are you today?”
• If they respond positively:
“That’s great to hear! I’m reaching out because I’ve been following your work and I’m impressed by what you’re doing in the market.”
• If they ask what this is about:
“I’d love to chat with you about your business and your goals for the future. I believe there’s a lot we can offer to help you grow, and I think it’s worth a quick conversation.”
Personalized Compliment
“I saw your recent [listing/sale/social media post]—amazing work! It’s clear you’re putting in a lot of effort, and I think you’d really thrive in an environment like ours.”
Value Statement
“At Realest Realty, we focus on giving agents everything they need to grow. We offer tools like SkySlope for transaction management, Lofty, our AI-powered CRM for leads, and personal coaching to help agents scale their business. I’d love to share more about how we can support you.”
The Ask
“Would you be open to grabbing coffee or meeting for 20-30 minutes? I’d love to hear more about your goals and share how we’re helping agents like you thrive.”
• If they hesitate:
“I completely understand—your time is valuable. That’s why I’d like to keep it short and focused on what’s most important to you. How’s [specific day/time]?”
• If they agree:
“Great! I’ll send over the details. I’m looking forward to chatting more and seeing how I can help you achieve your goals.”
Closing the Call
“Thanks for your time, [Agent’s Name]. I’ll follow up with an email to confirm everything. Have a great day, and I’ll see you soon!”
Follow-Up After the Call
• Send a confirmation email or text with meeting details.
• Include a friendly note: “Looking forward to our chat on [day/time]. Please let me know if anything changes!”
2. Comprehensive Meeting Scenarios and Dialogues
Scenario 1: Agent Wants More Guidance
Broker:
“Thanks for meeting with me. I know it’s a big deal to even consider switching brokerages, so I appreciate your openness! Let me start by asking: What do you like about your current brokerage, and what do you feel might be missing or could be better?”
Agent:
“I like the flexibility and team environment, but I feel like I’m on my own when it comes to generating leads or figuring out how to scale my business. I just want to grow.”
Broker:
“If I’m hearing you right, you want to grow your business, and you’re looking for guidance on how to generate more leads? Would you say that’s your main goal?”
Agent:
“Exactly! I want to grow, but I feel stuck. I’d love a clear plan to follow.”
Broker:
“I totally understand. At Realest Realty, we focus on giving agents clear guidance to reach the next level. For example:
• Personal coaching to help you create a tailored strategy.
• A dedicated real estate trainer for foundational skills and advanced lead generation techniques.
• Tools like SkySlope for seamless transactions and Lofty, our AI CRM, for lead generation and follow-up.
Do you feel like having that kind of support would help you hit your goals?”
Scenario 2: Agent Wants Better Tools
Broker:
“What tools or systems are you currently using to run your business?”
Agent:
“Mostly just my phone and spreadsheets. My brokerage doesn’t provide much, so I’ve been figuring it out on my own.”
Broker:
“That sounds like a lot to manage on your own. At Realest Realty, we’ve invested in tools to make things easier for our agents, like:
• SkySlope for transaction management and digital signatures.
• Lofty, our AI CRM, which automates lead follow-up and ensures no opportunities are missed.
How do you think having tools like these could impact your productivity?”
Scenario 3: Agent is Hesitant to Leave Their Current Brokerage
Agent:
“I’ve been with my brokerage for a while, and I’m comfortable there. I’m not sure if switching is worth the risk.”
Broker:
“I totally understand. Let me ask: What’s keeping you at your current brokerage?”
Agent:
“The people, mostly. I like the team, and I don’t want to lose that support.”
Broker:
“That makes sense. At Realest Realty, we prioritize a supportive culture built on collaboration. Plus, we offer resources to help you grow, like coaching, advanced training, and tech tools.
Do you feel like having this kind of support could enhance what you already love about your career?”
Scenario 4: Agent Wants to Build a Team
Agent:
“I’m thinking about building a team, but I’m not sure how to start.”
Broker:
“That’s a great goal! At Realest Realty, we help agents scale with resources like:
• Leadership coaching to recruit and manage a team.
• Tools like SkySlope for team transactions.
• A collaborative environment where you can grow without feeling overwhelmed.
Does that sound like the support you need to build your team?”
Scenario 5: Agent Feels Burned Out
Agent:
“I’ve been feeling burned out lately. I love real estate, but it’s been overwhelming trying to keep up with everything.”
Broker:
“That’s tough, and I get it. Real estate can be all-consuming. At Realest Realty, we focus on helping agents work smarter, not harder. With tools like SkySlope and Lofty, we help reduce the admin burden, and our coaching program helps you set boundaries and stay focused.
Do you think having this kind of support would help you enjoy the business again?”
3. How to Study This Guide
Step 1: Print or Save the Scripts
• Keep a copy handy for reference. Rewriting key parts can also help with retention.
Step 2: Focus on One Area at a Time
• Start with the phone script. Practice introducing yourself and handling objections.
• Move on to the meeting scenarios, focusing on one at a time.
Step 3: Role-Play with a Partner
• Have someone play the agent. Practice both the phone call and meeting conversations.
Step 4: Record Yourself
• Record your practice to hear how you sound and identify areas to improve.
Step 5: Adapt to Your Style
• Adjust the language to feel more natural and authentic to how you normally speak.
Step 6: Refresh Regularly
• Revisit the guide weekly and refine your delivery based on real conversations.
Step 7: Visualize Success
• Imagine yourself confidently having these conversations. Visualization builds confidence.
This guide is designed to give you everything you need to confidently recruit agents. Let me know if you’d like to role-play or practice specific sections!