Agent Scripts: Maximizing the First Call With a Connection

Building a relationship with a potential client begins the second you’re connected. Establishing a good rapport that leads to a face-to-face meeting is usually an agent's top priority. Inspiring buyers to engage with you will greatly help your chances of booking an appointment with them.

A smooth and easy intro

Here’s a simple script (and one pivot) you can use when speaking to a connection for the first time: 

If they agree to meet:

If they’re not quite ready to meet with you:

Listen, ask, answer, plan

Here are some general tips to build trust and reach your goal of booking a face-to-face appointment during that first call.

Listen. Take time to listen and understand your customer’s needs during your first conversation. This helps set the stage for a successful relationship.

Ask. Gain an intimate understanding of how you can best serve your potential client by asking them focused questions that illuminate the goals of their home search.

Answer. Address all their questions to ease their concerns, demonstrate your knowledge and expertise, and validate why you’re the right agent for them.

Plan. Establish a follow-up plan with clear and defined next steps.

Want more strategies for maximizing your first conversation with connections? Check out our training on converting your Zillow Premier Agent leads.