Section 01

Live Transfer Script

Pre-qualified leads handed to you by ZoGrow. Build the relationship on this call — then lock a Zoom strategy session where you'll present curated homes or a listing plan.

The North Star

You already have their criteria. Don't re-qualify — connect. The goal of this call is to build trust and lock a 30-minute Zoom where you'll present curated homes (buyers) or a 3-number pricing strategy (sellers). The in-person showing or listing visit gets booked from that call.

Warm Open (15 sec)

Goal: Confirm the hand-off without re-asking what they already told ZoGrow.

"Hi {{first_name}}, this is {{agent_name}} — {{qualifier_name}} just briefed me on what you're looking for and patched us through. How's your day going so far?"
"Quick heads up — I've got your notes in front of me, so we don't have to start from scratch on the basics. I'd rather use this time getting to know you a bit."

Coach's tip

Saying 'I have your notes' upfront earns instant credibility AND signals you respect their time. They've already answered the budget/timeline/area questions twice — don't make it three.

Connect Like a Human (60–90 sec)

Goal: Get them talking about life — not real estate metrics.

"So tell me a bit about you — what's prompting the move? New job, growing family, finally tired of renting?"
"And what's the dream here — like, when you picture yourself in this next home a year from now, what's different about your life?"

Coach's tip

This is the most important 90 seconds of the call. People buy homes from agents they like. Skip this and you sound like every other transactional agent — and they'll ghost.

Add Color, Don't Re-Qualify (60 sec)

Goal: Layer texture onto what's already in the notes — don't repeat it.

"{{qualifier_name}} mentioned {{target_area}} — what's drawing you specifically to that area? Schools, commute, vibe?"
"And on the home itself — beyond the basics in your notes, what's the one thing that would make you walk into a place and just KNOW?"

Coach's tip

Reference what's already in the notes, then ask the layer underneath. 'You said 3-bed, 2-bath' is redundant. 'What would make a 3-bed FEEL right?' is gold.

Frame the Zoom (45 sec)

Goal: Position the next step as something valuable they get from YOU — not a sales call.

"Here's how I work — and it's a bit different. Now that I know what you're really after, I'm going to spend the next day or two pulling together the 5–7 best homes that fit. Some on the market, some I might know about before they list."
"Then we hop on a 30-minute Zoom — I'll share my screen, walk you through each one, you tell me 'love it / hate it / want to see it in person.' By the end of that call, we'll have 2 or 3 you actually want to go see."

Coach's tip

The Zoom solves your real problem: live transfers don't give you time to source homes. Reframe that constraint as a premium service — 'curated, not sprayed.'

Lock the Zoom (30 sec) — CRITICAL

Goal: Specific day, specific time, on the calendar before you hang up.

"I've got Wednesday at 6:30pm or Thursday at 7pm open — which works better for you and {{partner_name}}?"
"Perfect — Thursday 7pm. I'll send a Zoom link to {{email}} the second we hang up. And honestly, the more honest you are with me on that call about what you do and don't like, the faster we find the right home."

Coach's tip

Two specific time slots. Always evening or weekend for buyers — they have day jobs. And always invite the spouse/partner to the Zoom.

Confirm & Build the Bridge (20 sec)

Goal: Make them add it to their calendar AND give you something to work with.

"Add me to your phone right now — Thursday 7pm, Zoom with {{agent_name}}. Calendar invite is in your inbox."
"One last thing — send me a text or email with one or two listings you've already seen online that caught your eye. Even ones you ruled out. Helps me calibrate before Thursday."

Coach's tip

The 'send me listings you liked' ask is a small commitment that locks them psychologically into the appointment. Plus you'll learn their real taste vs. what they tell you.

What you'll do between the call & the Zoom

Buyers: pull 5–7 curated listings (active + coming-soon if possible)
Sellers: pull live street-level comps + draft 3 price scenarios
Build a simple shareable doc or screen-share deck
Send a confirmation text 24h before the Zoom

Variables — already in the lead notes

Reference these, don't re-ask them.