The video is a guide for real estate agents on how to improve their sales pitches and client meetings. Steve suggests that the key to successful client interactions is preparation and providing all of the necessary information upfront.
This includes property comps, marketing plans, mortgage history, property tax reports, and more. Steve argues that this approach creates a sense of safety for the client and leads to more productive, less awkward conversations.
Steve also suggests using tools like HubSpot or DocSend to track whether clients review the provided materials. Steve emphasizes that this approach should be used for all clients, regardless of whether they are referrals or new contacts.
*The Hubspot $30 plan (Starter Suite) looks to be only available until March 5th when pricing changes. This is the best tool for $30 we have ever used.
Steve Olson
