Call Back Script - Investor Inquiry

This script can be used when replying to an investor inquiry from our weekly Blog written by Cliff.

CALL BACK SCRIPT


Investment Enquiries



Hi ____________ my name is _________________, i’m a realtor and member of Cliff Rego’s investment team. The reason for my call today is that you wanted some more information about Cliff’s recent blog. I am reaching out to see if you have any questions about investing in real estate or if I can be of any value to you?


-----Conversational-------


Points to remember


  • Have you invested with us before?

YES - Get details and ask how’s it going/experience and get conversational

NO - Have you invested in real estate anywhere else?


YES - Get details and ask how’s it going/experience and get conversational

NO - We have helped many clients build wealth through real estate and have many exciting projects coming soon.


Conversational from this point onwards


Qualifying questions to try to find out as much information and educate them at the same time.


  • Real estate investing Goals - Short term/Long Term
  • Timeline (1-3 months, 3-6 months, a specific time?)
  • Options in investing
  • Pre-con
  • Buy and hold
  • Flip
  • Other options



Talk about how most of the investors have started the journey. Leveraging the equity through HELOC/Refinance etc.



OUTCOME EXPECTED


  • An in person or a video call booking for 30 minutes session. 
  • Project details
  • ROI Calculator
  • Know more about the investor
  • Built trust
  • Show that you are a professional
  • Give some examples of investors that have made money
  • Show the path 
  • Close deal