Hi [client name], this is [your name] with [your company].

I’m just calling to remind you Mother’s Day is coming up on May 12 in case you have someone you want to acknowledge.

[listen for any pain or pleasure and respond accordingly]

Do you have any plans?

[share something personal about your mom(s) or your plans]

IF MOM: Have a happy Mother’s Day!

IF NOT MOM: It was great catching up.

And…I’d love to help anyone you know who is looking to [buy/sell/refinance] so let me know if you hear of anyone, ok?

Thanks!  Talk with you soon.

Hi [client name], this is [your name] with [your company].  Do you have a minute or two? 

I’ve been seeing a lot of news lately about [something relevant about your industry].  I’m not sure if I am noticing it because I am in the business or if it’s something everyone is seeing…have you seen this news?

I thought I would call my clients to let them know my thoughts in case you were [worried/interested]…

[share your thoughts]

Do you have any questions on this I can answer for you?

Have you talked to anyone recently that might be interested in this that I can reach out to and introduce myself?

I’m always here in case I can assist you with anything.  I look forward to talking with you again in the future.

Hi [client name], this is [your name] with [your company].  Do you have a minute or two?

YES:  Here’s what’s funny…that minute I just asked you for…it’s actually longer today than it was yesterday.  I came across an article the other day talking about how our days are actually getting longer every year.  Not by much, just .0017 seconds every 100 years.  Isn’t that interesting? I didn’t just call to tell you the days were getting longer.  I wanted to check in with you and see how you have been and find out if there was something I could do to assist you.  [give them an example of how you can help – something related to your product/service, a referral to someone, a complimentary service you can provide, etc.]

NO: No problem.  Just calling to make sure all is well.  When you have some time give me a call back…no rush.

Hi [client name], this is [your name] with [your company].  Do you have a minute or two? 

Wonderful.  I’m calling because I recently connected with a professional I think you might benefit from talking to.

I was recently introduced to [B2B contact name] by [referral source].  After meeting with them I felt they could offer a lot of value to my clients which is why I am calling.

[B2B contact name] provides [industry] services and is offering a complimentary [call/workshop/training/webinar/analysis] to my clients.  Do you feel like this is something you might be interested in? [provide details if interested and keep it very low pressure]

Other than that, how are things going…is there anything I can do for you right now?

Well, just know I am always here to help if anything comes up or if you hear of anyone looking to [buy/sell/refinance/invest].

We’ll talk soon! 

Hi [client name], this is [your name] with [your company].  Do you have a minute or two?  I’m calling to make sure you received the [postcard/email] I sent you.  Did you get it?

YES:  Good to hear.  

NO: Oh no.  Let me verify your [mailing address/email address].

With St. Patricks Day, March always reminds me of luck…and just how lucky I am to be in the business I am and serve people like you.  I wanted to check in and find out what, if anything, I can to do help you right now.  Maybe any questions that have come up or possibly a referral to someone that can assist you.  Is there something I can do for you right now?

Please know I am always here in case I can assist you or if you hear of someone that could use my services.

Hi [client name], this is [your name] with [your company].  Do you have a minute or two? 

Great!  I am looking to grow my online presence right now and could really use your help.  

As you know, most people start their research for [home search/mortgage/insurance] online these days, even when they are referred directly from past clients, like you.  And that’s why I feel it is important for me to have some online reviews on various sites.  Would you be willing to write an online review, or at least rate your experience working with me?

Thank you so much for doing that.  Would you prefer to do the review on Facebook or Google?  I will email you a link directly to the page where you can do that for me.

Is there anything I can do for you right now?

Well, if anything ever comes up, I am always here and, of course, if you hear of someone that could use my services please let me know.

Hi [client name], this is [your name] with [your company].  Do you have a minute or two?  I’m curious…do you celebrate Valentine’s Day?

YES:  What do you have planned?  

NO: I read something recently that said 46% of Americans don’t celebrate Valentine’s Day, so you’re not alone.  (source)

[Listen for pain or pleasure and share your plans or lack of plans for Valentine’s Day.]

As always, I want you to know how much I appreciate you for allowing me the opportunity to work with you and those you love.  If there is anyone that comes to mind that is looking to [be specific about a particular segment of the market you would like to serve] please let me know so I can take great care of them.

Hi [client name], this is [your name] with [your company].  Do you have a minute or two?  Every so often I like to check in and find out how I can help my clients in return for the business & referrals they send my way.  So, I wanted to find out from you what I might be able to do to create a win for you.  

Sometimes it may be as simple as a referral to someone to help in getting something done around the house.  Or maybe an introduction that could lead to achieving a goal you are working towards.  I am fairly well connected may be able to help you.  Is there something that comes to mind that I can assist you with?

YES:  [Listen for any opportunity to assist them in some way.]

NO: I know I kind of put you on the spot so I understand you may not have something of the top of your head.  Please know I am just a call away in case there is anything I can do to help you.  It is the least I could do for the opportunity you gave me to assist you with your purchase.  

I wanted to mention that I have had a recent batch of clients looking to [share a particular segment/niche ] and wanted to let you know in case you know of someone who might be looking to do the same.  If so, just call, text or email and I will be sure to take great care of them.

Is there anything else I can do for you?

Have a great day and I will talk with you again soon.

Hi [client name], this is [your name] with [your company].  Happy New Year!  Do you have a minute or two?  I sent some information your way about New Year’s Resolutions.  Did you see it?

YES:  I found it interesting that most new year resolutions have to do with better health, whether it is eating better, exercising, or getting more sleep.  Do you set resolutions?
[Listen for any opportunity to relate or assist with their goals.]

NO: That’s strange…I sent it via [mail/email/mail & email].  Can I confirm your [address/email address]?  I sent you some information about the top 10 resolutions for 2019.  [Share top 10 if they are interested.]

[Share whether you set resolutions or not.  If you set resolutions, share your top one.]

I hope you have an amazing 2019.  If there is ever anything I can do to help you or anyone you know, let me know.  I figure if I take great care of my clients, like you, you’ll take great care of me by referring their family and friends.

Happy New Year!

Hi [client name], this is [your name] with [your company].  Happy New Year!  Do you have a minute or two?  Awesome…I’m curious, do you like to set new year’s resolutions?

YES:  I’d love to hear one or two, if you are willing to share.
[Listen for any opportunity to relate or assist with their goals.]

NO: I get it…in fact I read a stat recently that said 48% of people think resolutions are pointless.

[Share whether you set resolutions or not.  If you set resolutions, share your top one.]

I hope you have an amazing 2019.  If there is ever anything I can do to help you or anyone you know, let me know.  I figure if I take great care of my clients, like you, you’ll take great care of me by referring their family and friends.

Happy New Year!

Hi [client name], this is [your name] with [your company].  I’m calling to make sure you got the postcard I mailed your way…did you get it?

YES:  Great!  I thought those stats were pretty interesting.  Do you enjoy winter season? ….(share whether you do or do not and engage in a relationship)

NO: Oh no!  Let me confirm I have the best mailing address for you.  I’ve got [mailing address]. (if the same, ask them to keep an eye out for it and if different let them know you will update your records)

I don’t need to take up any more time.  I just wanted to make sure you got it and see how you were doing.  If there is ever anything I can do to help you or anyone you know, let me know.  I figure if I take great care of my clients, like you, you’ll take great care of me by referring their family and friends.

Have a great day!

Hi [client name], this is [your name] with [your company].  I wanted to catch up and see how you have been…do you have two to three minutes?

Great!  This time of year is always full of family traditions…do you have any traditions in your family?

[Listen for pain & pleasure]

One of my family traditions is…[share]

I asked for just a couple of minutes and wanted to make sure you were doing well.  Is there is anything I can do to help you right now? 

If anything ever comes up for you, or anyone you know, let me know.  I figure if I take great care of my clients, like you, you’ll take great care of me by referring their family and friends.

Have a great day!