BROKER CALLING PROGRAM

Broker Call #1 - Outline

Topic: Introduction and overview of Schooley Mitchell

Discussion Points – See “Discussion Point” tab

Documentation:

Immediately after the call we send follow up email #1b which contains the following:

Send 1 week after Call – send follow email #1c which contains the following:

            • 7 – Appointment Setting Slick
            • 8 – Schooley Mitchell SMARRT Relationship Program

Send 2 weeks after Call – send follow up email #1d which contains the following:

      • ‘How Not To Scare Your Clients Away’ email from Dennis which contains:
            • Link to a 30 minute webinar from Dennis on the same topic

Send 6 weeks after Call – send follow up email #1e which contains the following:

            • Link to the Job vs. Franchise landing page with documents and collateral they can use (both branded and not branded)