Market Disruption Playbook - Vol. 1
Contents
How to Use this PDF
Why Client Engagement is Critical Now
Client engagement is mission critical during market disruption in order to:
Levels of Customer Motivation
Potential Clients
Opportunistic Clients
Serious Clients
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Disruption Causes Customer Retreat
Stop Full Retreat to Protect Business
3 Keys to Retain Client Motivation: Relationships, Network, and Information Personal Relationships
Business Network
Market Information
NOTE: THIS SLIDE IS FOR BROKER INTERNAL USE ONLY
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New Agent Tactics to Keep Clients Engaged
Clients are spending more time at home, in front of computers, and behind their phone. Agents who adapt quickly using new tactics will find new opportunities to engage their clients and serve their needs.
Identify Unfazed Clients
Maintain High-Touch Collaboration
Maintain High-Touch Collaboration
Mimic “Face to Face” Conversation
Brokerage Scripts and Templates
Message to Agents - Why Client Engagement is Key
Message to Agents - Distributing Tactics Guide
Quick Tech Wins to Boost Engagement
A Great Time for Tech Adoption
RealScout Services Free Alert Migration
Quick Videos
Customer Support
Other Tools We Recommend Loom
Zoom
BombBomb
Thank you.