INTERNET / EMAIL
• Respond to the inquiry within 2 BUSINESS HOURS
• Use an attention-getting SUBJECT LINE
• Include a PERSONALIZED GREETING (use their name if possible)
• ANSWER ALL QUESTIONS asked from the prospects
• Include FEATURES AND BENEFITS of the community
• Include at least one additional form of MEDIA (photos, floorplans, link to a
video)
• ASK SPECIFIC QUESTIONS to create a dialogue and continue the
conversation
• CREATE A DESIRE for them to tour the community (use creative &
descriptive language, ask them questions about their move, attach
enticing media)
• Make sure the email is GRAMMATICALLY CORRECT
• Include HOURS OF OPERATION
• Include community PHONE NUMBER in your signature line
1
PHONE
Greeting
• THANK THEM for calling
• INTRODUCE YOURSELF and the community
• ASK FOR THEIR NAME
• Ask for their PHONE NUMBER and EMAIL ADDRESS
Identify Needs
• Find out their REASON FOR MOVING
• Ask them how they HEARD ABOUT US
• Find out APARTMENT SIZE needs (1B vs 2B, any square foot preferences?)
• Find out their MOVE IN DATE
• Find out their PRICE RANGE
• How many OCCUPANTS will be residing in the home?
• Will they be bringing any PETS?
• “Are there any other SPECIFIC NEEDS that are important to you for your new
home?”
Build Value / Create A Sense of Urgency
• Build value BEFORE GIVING PRICE (talk about the apartment fixtures, community
amenities, etc)
• Describe some of the APARTMENT FEATURES
• Describe some of the COMMUNITY FEATURES & AMENITIES
• Describe the community LOCATION & SURROUNDING AREA
• Create a SENSE OF URGENCY (limited units available, limited time special/price)
Closing
• Set an APPOINTMENT
• Offer DIRECTIONS to the community (make sure they know how to get here)
• THANK THEM for calling
Follow Up
• Follow up via EMAIL right after the call (summarize what was discussed, confirm
appointment)
1
ONSITE TOUR
Greeting
• STAND UP and GREET the prospect
• Wear your NAMETAG
• INTRODUCE YOURSELF and ask for their NAME
• Verify their PHONE NUMBER and EMAIL ADDRESS
Identify Needs (if already received from phone or internet, verify the info once more)
• Find out their REASON FOR MOVING
• Ask them how they HEARD ABOUT US
• Find out APARTMENT SIZE needs (1B vs 2B, any square foot preferences?)
• Find out their MOVE IN DATE
• Find out their PRICE RANGE
• How many OCCUPANTS will be residing in the home?
• Will they be bringing any PETS?
• “Are there any other SPECIFIC NEEDS that are important to you for your new
home?”
Build Value / Create A Sense of Urgency
• Build value BEFORE GIVING PRICE (talk about the apartment fixtures, community
amenities, etc)
• Describe the APARTMENT FEATURES (whether it’s during your tour or
beforehand)
• Describe some of the COMMUNITY FEATURES & AMENITIES
• Describe the community LOCATION & SURROUNDING AREA
Demonstration
• Grab the ID before doing the tour
• Carry on FRIENDLY CONVERSATION throughout the tour
• Show a CLEAN, MADE READY home
• Ask TRIAL QUESTIONS in the home (“Would a home around this size work for
you?”, “Can you see yourself here?”)
• Show the AMENITIES
• CONNECT the home/community to their SPECIFIC NEEDS
1
ONSITE TOUR
Closing
• Discuss PRICING & FEES
• Create a SENSE OF URGENCY (limited units available, limited time special/price)
• Ask if they are ready to APPLY (closing the sale)
• OVERCOME any possible objections, then try to CLOSE ONCE MORE
Fair Housing
• Make sure all materials/applications/documents provided include the EQUAL
HOUSING OPPORTUNITY LOGO
Follow Up
• Follow up via EMAIL right after the tour, SAME DAY (thank them for stopping by,
summarize what was discussed, include floorplans and pricing as a reminder)
• Follow up again by PHONE OR EMAIL within 3 BUSINESS DAYS of the tour
2
VIRTUAL TOUR
Before the Virtual Tour
• Offer them instructions on HOW TO CONNECT with you
• There are many ways to virtually tour them. You can offer them a Facetime tour,
send them a video of you walking through the home, send them a Matterport
tour, walk through the website together (virtually) over the phone and discuss, etc.
Greeting
• INTRODUCE yourself and use their NAME
• Verify their PHONE NUMBER and EMAIL ADDRESS
Identify Needs (if already received from phone or internet, verify the info once more)
• Find out their REASON FOR MOVING
• Ask them how they HEARD ABOUT US
• Find out APARTMENT SIZE needs (1B vs 2B, any square foot preferences?)
• Find out their MOVE IN DATE
• Find out their PRICE RANGE
• How many OCCUPANTS will be residing in the home?
• Will they be bringing any PETS?
• “Are there any other SPECIFIC NEEDS that are important to you for your new
home?”
Build Value / Create A Sense of Urgency
• Build value BEFORE GIVING PRICE (talk about the apartment fixtures, community
amenities, etc)
• Describe the APARTMENT FEATURES (whether it’s during your tour or
beforehand)
• Describe some of the COMMUNITY FEATURES & AMENITIES
• Describe the community LOCATION & SURROUNDING AREA
Demonstration
• If technical issues occur, offer various ways to reconnect and continue
• Guide them through a VIRTUAL TOUR of the APARTMENT HOME (either via
FaceTime, walking through the website images over the phone and discussing,
etc)
• Provide them with VISUALS of the COMMUNITY FEATURES/AMENITIES (either by
emailing them photos, videos, or taking them through the spaces via FaceTime)
1
VIRTUAL TOUR
• Carry on FRIENDLY CONVERSATION throughout the virtual tour
• Ask TRIAL QUESTIONS (“Would a home around this size work for you?”, “Can you
see yourself here?”)
• ADDRESS ANY OBJECTIONS or concerns
• CONNECT the home/community to their SPECIFIC NEEDS
Closing
• Discuss PRICING & FEES
• Create a SENSE OF URGENCY (limited units available, limited time special/price)
• Ask if they are ready to APPLY (closing the sale)
Follow Up
• Follow up via EMAIL right after the virtual tour, SAME DAY (thank them for
speaking with you, summarize what was discussed, include floorplans and pricing
as a reminder)
• Follow up again by PHONE OR EMAIL within 3 BUSINESS DAYS of the tour