Initial Relocation Lead Conversation

Scheduling a consultation after an employer relocation referral

In this scenario, you are calling someone who has been referred to you through a business or employer with whom you have an established relocation relationship. The employee has agreed to have their contact information shared with you. Your goal is to introduce yourself, explain your role in helping employees relocate, and schedule a consultation to discuss selling their current home, buying in their new location, or both.

The intention is you reinforce the employer relationship, explain how you help employees relocate, briefly understand the person's situation, and schedule a consultation to discuss the next steps.