The Intro Call The Intro Call should establish the foundation for what should be a long-term relationship. • Introduce yourself, what company you’re with, and why you’re calling
o Confirm information you have o Gather information you don’t o Have a checklist o Ask questions & take notes o Identify preferred contact method
• Determine their timeline o New job start date o Status of listing • Set follow up • Follow up with Information o On services you will provide o The market
o Scheduled house hunting or business trips
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