DAY BEFORE BIRTHDAY CALL
Why? To SHOW, not TELL & to be remembered
Script (SMILE!)
‐ Hey (Client’s Name). (Your Name) here, I noticed that tomorrow is your birthday, and I have a day packed full of appointments and meetings. But I couldn’t let your special day come and go without me giving you a quick call to wish you the Happiest Birthday Ever! I hope it’s your best one yet! (Best Year Yet). I know I could have written on your Facebook wall, but I thought our relationship deserved more than just a Post! Happy Birthday!! Hope you have a great one!
3 DAYS BEFORE Wedding ANNIVERSARY
Why? Friendly reminder!!!
Script (SMILE!)
‐ Hey (Client’s Name). (Your Name) here. I just noticed that your wedding anniversary is coming up! It’s actually (Client’s Anniversary Date)! Just thought I’d call and give you a friendly reminder… I don’t want to get a call from you next week that I need to sell the house because you forgot!
Home Anniversary
Why? Because YOU are the only one to remember to call them on this date!
Script (SMILE!)
‐ Hey (Client’s Name). (Your Name) here. Do you remember what you were doing (number of years) years ago today? Well, our team does! You were at the closing table buying your new home! Happy Home Anniversary! And this year is extra special because now that you’ve been in your home for at least 2 years, you can sell it and not have to pay capital gains on the proceeds.