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February 2022 Update

February 2022 Update

Please review some best practices as well as a list of updates that we have implemented since our last product update. All of these updates are live in our system now.

Recent Product Updates: New Campaigns and Managed Services

  • We have recently updated several campaign templates in the campaign library to include additional steps and even call and messaging scripts:
    • Recruiting: Newly Licensed & Rookie Agents for cold leads
    • Recruiting: In School and Considering School for cold leads
    • Recruiting: Co-op Agent Follow Up for hot leads
    • Recruiting: General Agent Outreach for cold leads.
    • Recruiting: General Agent Follow Up for lead nurture
    • Recruiting: Landing Page Submissions for warm leads
  • New Seasonal campaign templates: Happy Holidays and Happy New Year
  • We also now offer a managed data import service to assist users with data updates.
  • We also offer a managed campaign service to assist users with creating and managing your multi-touch campaigns from start to finish.
    • Reach out to us here to find out more

Recruiting: “Can you send me an email?”

If you make cold calls you’ve most certainly heard this phrase before. So how do you handle it?
  • Send an email and chase the prospect?
  • Or maybe try to overcome the objection by saying things like:
    • “Sure, I’d love to. Let’s also schedule some time next week to sync up. How’s Wednesday?” 
    • “Of course! Would you be open to exploring your options on a call as well?
  • This is seller-centric and makes your prospects want to pull away.
    • It’s way too focused on what you want, without thinking about what they’re saying.
  • Objections are either:
    • True – The prospect really wants additional info
    • False – The prospect isn’t interested and trying to get you off the phone
Here’s how to respond without sounding salesy or too eager:
  • Confirm: “Yes, Tom, I can send you an email.”
    • Then: “To be relevant, who do you plan on sharing it with?
  • The prospect will typically say one of two things:
    • “I’ll probably send it along to the accounting team to take a look.”
    • “Uhh, not sure. Just send me something general.”
  • “Something general” sounds like a brush-off.
  • When they can’t be specific, you can counter with:
    • “It’s common when people don’t have anyone in mind, it means this simply isn’t a priority right now. The last thing your inbox needs is another archived email, and I wouldn’t want to be following up on something that just isn’t top of mind for you. Is that the case Tom?”
  • Elite agent recruiters protect their time.
  • Not every prospect is right for you.

Quick Tips: Having trouble getting that appointment scheduled?

Two heads are better than one
  • Do you have a prospect who has agreed to a meeting, but can’t get a time on the calendar? 
  • Forward the conversation to your other Brokerkit users and have them reach out! 
  • Make sure to pass along any relevant information. 
  • Getting more people involved in the conversation sometimes gives the prospect that extra push to respond.

Recent Bug fixes:

  • We addressed a minor issue when deleting contacts or team members
  • Improved functionality when moving through a list of leads after logging activity
  • Improved engagement search filters to search past 30 days
  • We also continue to make regular updates to maximize security across the site