Appointment Setting SOP for (Agency Name) (Favourite This)
Preface and Company Background:
(GIVE A BRIEF OVERVIEW OF YOUR COMPANY INFORMATION)
Why We Exist:
(STATE WHY YOU EXIST, AND HOW YOU HELP YOUR CLIENTS).
Your Important Role:
As an Appointment Setter, your job is crucial as you provide the first friendly touchpoint to
real estate agents. Your role involves contacting them via phone, initiating their journey into
our program and the buying process, while drastically improving your sales and
communication skills.
Our Offer and Pricing:
Our offer guarantees (niche) (end result) in (time frame), or we (state guarantee). We have
two deal structures:
- Structure #1
- Structure #2
Daily Checklist:
● Set aside 2-3 hours a day for calls.
● Use the GoHighLevel CRM to mark the status of each call.
● Report your results after calling.
Training Videos:
COMPANY ONLY - sorry :(
The Script You Will Use:
Familiarise yourself with and practice the provided script.
Calendar Booking Link
Is here.
End of Day Report:
Is here.
Quick Note on Brokerages + Offices:
If a brokerage or office appears on your lead list, skip to the next lead. They often try to
hinder your access to Realtors.
How to Use Our CRM:
Refer to the walkthrough video.
Appointment Booked SOP
2-5mins after call, CTA text
Text - “Hey (name), it’s X here, really enjoyed our chat earlier! Wanted to let you know I’ve
personally booked in your appointment with our Growth Expert, (closer), for (time) on (date).
Did you receive our pre-call video or should I drop the link here?”
If asks for pre-call
Text - “https://estatelaunching.com/pre-call video is here 🙂”
Then DON’T TEXT OR CALL AGAIN unless they initiate
48 Hours Away SOP
If no response to CTA text
DOUBLE DIAL from your alternate number to confirm appt and ask if they have watched the
video.
If they pick up and confirm, DON’T TEXT OR CALL AGAIN.
If no pickup
Text - “Hey (name) did you get my text? 😅”
24 Hours Away SOP
If no pickup the day before and STILL no response to CTA text
DOUBLE DIAL from your alternate number to confirm appt and ask if they have watched the
video.
If they pick up and confirm, DON’T TEXT OR CALL AGAIN.
Track your show ups by checking our Sales Tracking Sheets daily:
SALES PERSON #1 SPREADSHEET
SALES PERSON #2 SPREADSHEET
Important:
Link your OBJECTION HANDLING SOP
For Any Questions:
Contact the group chat on WhatsApp or msg Joe.
