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Which of the following phone programs standardizing how people answer the phone
is the best?
Say: "Hello, good morning/afternoon/evening, how can I help you today?
Say: "Hello, Brokerage X, how can I help you today?"
Say: "Hello, this is (Salesperson's Name), how can I help you today?"
Say: "Hello, Brokerage X, this is (Salesperson's Name), how can I help you
today?"
The last standard option: "Hello, Brokerage X, this is (Salesperson's Name), how can
I help you today?" is the only one that gives all of the requisite information:
The name of the person answering the phone
The name of the brokerage
A polite and brief greeting
Most brokerages can benefit from creating standard phone practices for all their
salespeople. To ensure that your brokerage and an incoming caller start off on the
right foot, you want to politely give as much information as possible. If a caller has to
ask with whom he or she is speaking or if the caller has to ask if he or she has reached
"Brokerage X," then the brokerage will seem less professional. The smoother your
correspondence go from the beginning, the more likely you are to keep ethos as a
means of persuasion open to you.
Case Study 6: Client Satisfaction Research
Person X has a variety of market data that he wants to share with his colleagues at
the next business meeting. In essence, he wanted to find out what percentage of the
brokerage's clients was truly happy with the service that they received. So he
conducted some market research. He found the following:
25 percent were satisfied
30 percent were mostly satisfied
25 percent were somewhat satisfied
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