Agent: Hi [Client's Name], it’s [Your Name] from [Your Realty Company]. How’s everything going?
[Client responds]
Agent: I’m glad to hear that! I wanted to take a quick moment to introduce you to a fantastic new tool we’re offering to our clients—it’s called the FirstWalk Private Client Portal. I’m really excited about it because it’s designed to keep us connected while also linking you to the neighborhood you currently live in.
[Pause for response]
Agent: The portal is incredibly user-friendly and will be your go-to resource, where you can access everything related to your real estate journey. Even when you’re not buying or selling a home. Now when you are in the market for a new home you're able to browse property listings, learn about different neighborhoods, and even create a favorites list. Whenever you like a property or a neighborhood, I’ll be able to see it and help you explore those options further.
[Pause for response]
Agent: But here’s the best part—I know that most of the time, you’re not actively buying or selling a home. Through this portal as your agent, I’m able to provide a concierge service to help with your day-to-day life. Whether it’s finding a reliable plumber for that unexpected leak, a painter to refresh your walls, or an HVAC specialist to keep your AC running smoothly, I’ve got you covered.
[Pause for response]
Agent: Your portal comes with access to my preferred vendor list, which includes trusted local businesses and services that I personally recommend. These are people I trust to take care of your home, and you’ll also find some of my favorite places to eat and relax. Plus, when you’re connected to your neighborhood through the portal, you’ll have access to businesses and vendors that are specific to your area—trusted by your neighbors and ready to serve you.
[Pause for response]
Agent: And here’s another great feature—if you ever need a contact that’s not already on my preferred vendor list or in your client portal, just send me a quick text or give me a call. I’m here to make your life easier, so I’ll reach out to my network and get that service provider added to your FirstWalk Private Client Portal.
[Pause for response]
Agent: Whether it's a specialty contractor, a unique service, or even a new local business you’ve heard about, I’ll make sure you have access to the best. I’m always expanding my network to include professionals I trust, so you can be confident that you’re in good hands.
[Pause for response]
Agent: I’ll be sending you an email with the setup instructions and a link to your personal portal. It’s simple to get started, and once you’re in, you’ll have everything you need right at your fingertips. Of course, if you have any questions or need help navigating the portal, I’m always here to assist.
[Pause for response]
Agent: I’m thrilled for you to start using the portal, [Client's Name]. Just to confirm, is this the correct email? [Client's Email] Perfect—I'll send the invite your way right now. Keep an eye out for an email from FirstWalk, and if it doesn’t show up in your inbox, be sure to check your spam folder. Sometimes email settings can accidentally filter it out.
[Pause for response]
Agent: Thanks, [Client's Name]! I’m looking forward to hearing what you think about the portal. Have a great day!
[End of call]
This script is designed to introduce the client to the comprehensive benefits of the FirstWalk Private Client Portal, emphasizing both the real estate and concierge services it provides.