Opening:
“Hi, is this Mr. Johnson? (Name in the form of a question and wait for a response)

Hey, this is Kurt calling on behalf of The King Real Estate Team here in Livermore. How are you doing today?”
(wait for a response and naturally.)

Build rapport:
“Glad to hear it! I’m doing well too, just enjoying this nice weather. It’s been a busy season in real estate around here.”
(Friendly tone, light conversation to get them comfortable.)

Transition:
“I don’t want to take up too much of your time, but Michelle asked me to check in and see how things are going for you. Last time you spoke, you were looking into possibly buying — have your plans changed at all or are you still keeping an eye on the market?”
(Pause and let them respond.)

If They’re Still Looking:
“That’s great to hear. Michelle would love to reconnect and see how she can help — even if it’s just sharing what’s new with rates or what’s happening in the local market. Would you like me to have her give you a quick call or text?”

If They Bought Already:
“Fantastic, congratulations! I’ll let Michelle know — she’ll be thrilled to hear that things worked out for you. Out of curiosity, do you still get updates on home values or the local market, or would you like Michelle to send over a quick market snapshot for your area?”

Referral Ask:
“Also, Michelle mentioned she really enjoys helping friends and family of past clients and prospects. Do you happen to know anyone who’s thinking about buying or selling right now who might need a little guidance?”
(If yes, collect their name and confirm it’s okay for Michelle to follow up.)

Close:
“Perfect, thank you so much for your time today. I’ll pass your update along to Michelle. And if anything changes — whether it’s a move, a refinance, or just curiosity about the market — she’s always happy to help. Take care and have a great day!”