TC Lead Gen Follow-up & Follow-through

TC Lead Gen Follow-up & Follow-through

Description:
In this webinar, we dive into effective lead generation follow-up and follow-through strategies for Transaction Coordinators (TCs). If you're looking to systematize your follow-ups, build stronger agent relationships, and bring real value to your prospects, this is for you!

Timestamps & Topics Covered:

⏱ 00:00 - Intro & Purpose of the Webinar
✔ Why this call was set up
✔ The importance of turning 1-on-1 coaching moments into shared learning

⏱ 03:25 - Lead Generation & Initial Outreach
✔ How Delisa approached a real estate agent for TC services
✔ Why friendly, casual conversations are the best way to connect
✔ Why you need a pricing & services sheet ready at all times

⏱ 10:15 - Creating a Digital Footprint & Resource Hub
✔ Why every FAQ should become a resource (Google Drive, website, etc.)
✔ The importance of having your offerings easily accessible
✔ How a website makes follow-up easier and more effective

⏱ 15:50 - Systematizing Follow-Up (So You Never Feel Like You’re Bothering Anyone!)
✔ The mindset shift that makes follow-ups feel natural
✔ Ending every call with clear expectations ("I’ll check in on Thursday at 2:30 PM")
✔ How to use scripts & checklists to stay consistent

⏱ 23:40 - Research Before Contact: Personalization Matters
✔ How to check an agent’s digital footprint before a call (social media, website, etc.)
✔ Why it’s NOT "creepy"—it shows you care!
✔ Making notes in your CRM for a personalized follow-up

⏱ 31:10 - The Follow-Up Cycle: How Often Should You Check In?
✔ Structuring follow-ups in 3, 7, and 14-day cycles
✔ When to pause follow-ups based on their situation
✔ What to say if you still don’t get a response

⏱ 39:05 - Providing Real Value Before Asking for Business
✔ Free resources that position you as an expert (transaction whiteboards, checklists, etc.)
✔ Why bringing value first leads to trust and long-term partnerships
✔ Using social media engagement as a soft follow-up

⏱ 45:20 - Final Takeaways & Next Steps
✔ Create a structured follow-up system (use a CRM or calendar reminders)
✔ Develop a resource hub (pricing sheet, website, Google Drive)
✔ Engage meaningfully (research, personalize, provide value)
✔ Why consistency, clarity, and compassion make all the difference

💡 Key Quote: "Follow-up isn’t about bothering someone—it’s about keeping your word."

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David Breckheimer
Cultivate Wins - Real Estate Coaching and Training
Personal and Professional Development
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