Getting Agents to Book Themselves

Walkthrough Video

I recommend creating a walkthrough video of the portal. 60 seconds max. Send this in your email/texts.

• Don't even go through a full booking, just say "to see our pricing, enter your address, sq ft, and check out what we offer on the next page"

• Show them the dashboard, rescheduling themselves, canceling, and seeing historical assets

Email to New Agents

Hey {{name}}, I appreciate you giving my team the chance to solve your marketing problems. We've invested heavily into providing the best Agent experience in {{our area}}. That all starts with our portal.

As a special welcome, here's $50 off the first time you book with code ONLINE.

After booking the first time, I'm going to create for you a referral code that you can share to earn $50 each time someone else uses it (they get the $50 too!). You can find that at the bottom of your order dashboard after booking. There are lots of other ways we make working with us easy, check out my quick walkthrough.

I look forward to working with you, {{Name/Signoff}}

Email to Existing Agents

Hey {{name}}, It's important that I use your time well and so I've invested in a portal that lets you book, reschedule appointments, and see past deliveries that you can access here.

As a special bonus, the first time you book yourself here's $50 off with the code ONLINE.

{{Name/signoff}}