Page 130 - Academy Mastermind Book
P. 130

FOLLOW UP                                                                      FOLLOW UP




        TRAITS OF A MASTER OF FOLLOW UP                                                NEXT STEPS



                                                                                                   NOW YOU’RE TAKING THE RECAP
        1.                                                                                          INFORMATION AND FORMING AN
                                                                                                  ACTION PLAN TO MOVE FORWARD
        2.
                                                                                        Examples:
                                                                                        •  Met with lender
        3.                                                                              •  Looked at homes on line
                                                                                        •  Figured out which day they can meet
                                                                                        •  Getting docs over to lender
        4.                                                                              •  Flying into town with spouse
                                                                                        Now you’re setting an appointment, location, day and time when all parties
                                                                                        can meet
        5.
                                                                                        When do you con rm appointments?

        6.                                                                                 Depends on if early in day, Con rm the night before
                                                                                           Later in day, con rm that morning
        7.                                                                              Examples of what this looks like on how to communicate:
                                                                                        •  Text
                                                                                        •  Email
        8.                                                                              •  Call
                                                                                        If this does not lead to an appointment, next step is to RECAP the
                                                                                        conversation again
        9.                                                                              that you had on the phone and put an action into place.

                                                                                        Example:
        10.                                                                             •  Send email with listings
                                                                                        •  Lender information
                    Be so persistent in your follow up that you                         •  Times available to see homes
                          stand out as the only choice.                                 •  Etc etc etc
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