This is a guide, not templates.
Stop only relying on the phone and “doing business one way“. The majority of leads we pass on to our agents will respond to a text before hopping on a phone call. Below are some examples of what to do and not to do.
Cut Through the Noise: People are bombarded with generic marketing. Tailoring your message to their pain points immediately grabs their attention.
Demonstrate Understanding: Showing you understand their specific challenges builds trust and rapport.
Respect Their Time: Short, focused messages that address their immediate needs are more likely to get a response.
Drive Action: By highlighting how you can solve their problem now, you create a sense of urgency and encourage them to engage.
Personalization is Key: Generic “we’re the best” statements are easily ignored. Personalized messages that speak to their individual circumstances are far more effective.
SMS is Immediate: SMS is a very direct and immediate form of communication. Wasting that communication channel with generic information is a missed opportunity
SMS examples and analysis – What to do and what not to do
SMS 1: Original vs. Re-write and analysis
Hi, it’s [Agent Name], when are you available for your consultation?
SMS 1 Re-write:
Hi, it’s [Agent’s Name], I have some free time now or tomorrow at [specific time] tomorrow? Please let me know which works best for you. I’m looking forward to helping you 🙂
- Original Weaknesses:
- Too Open-Ended: “When are you available?” puts the onus entirely on the lead and requires them to do all the work.
- Lacks Specificity: It doesn’t offer any concrete options, making it easy for the lead to delay or ignore.
- Impersonal: It is a very generic message.
- Re-write Strengths:
- Offers Specific Options: Providing two concrete time slots makes it easier for the lead to choose.
- Creates Urgency: Offering “now” as an option can create a sense of immediacy.
- Positive and Friendly Tone: The smiley face and “looking forward to help you” create a welcoming atmosphere.
- Easy to respond to: By giving 2 options, the lead can simply reply with “Now” or “Tomorrow”.
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SMS 2: Original vs. Re-write and analysis
Hi, it’s [Agent’s Name], you filled in a mortgage form request with FinanceVine. I’ve tried several times to reach out to you via email and phone. Please let me know how we can help you
SMS 2 Re-write:
Hi [lead’s name], [Agent’s Name] here, I’m still looking to help with [specific mortgage request]. I know life is hectic, to make it easier for you, please pick a time here: [Calendar link] that works best for you. See you soon!
- Original Weaknesses:
- Slightly Accusatory: “I’ve tried several times to reach out” can make the lead feel guilty or pressured.
- Vague Call to Action: “Please let me know how we can help you” is generic and doesn’t provide a clear next step.
- Lacks Personalization: It does not use the lead’s name.
- Re-write Strengths:
- Personalized: Using the lead’s name creates a connection.
- Empathy: “I know life is hectic” acknowledges the lead’s potential busyness.
- Clear Call to Action: The calendar link provides a simple and convenient way to schedule a consultation.
- Reinforces Value: Reminds the lead of the specific mortgage request.
- Friendly Ending: “See you soon!” ends the message on a positive note.
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SMS 3: Original vs. Re-write
Hello, my name is [Agent’s Name], I see that you inquired with FinanceVine for debt consolidation, we have low rates and a great team. Please let me know when you are available to chat.
SMS 3 Re-write:
Hello [Lead’s name], you’ve come to the right place, I work primarily with debt consolidation cases and have access to top-tier lenders ready and able to assist you in borrowing at fair rates. I know how stressful these situations can be, but rest assured I’m here to help. Please pick a time here: [Calendar Link], and we can get you those needed funds ASAP!
- Original Weaknesses:
- Generic and Formulaic: “We have low rates and a great team” is a common and uninspiring statement.
- Weak Call to Action: “Please let me know when you are available to chat” is vague and doesn’t encourage immediate action.
- Lacks empathy: Debt consolidation is normally a stressful situation, and this message does not acknowledge that.
- Re-write Strengths:
- Personalized: Using the lead’s name creates a connection.
- Empathy and Reassurance: “I know how stressful these situations can be, but rest assured I’m here to help” builds trust.
- Highlights Expertise: “I work primarily with debt consolidation cases” establishes credibility.
- Strong Call to Action: The calendar link provides a simple and convenient way to schedule a consultation, and the “ASAP” creates urgency.
- Focuses on Benefits: “Get you those needed funds” emphasizes the desired outcome.
Key SMS Messaging Principles
- Brevity is Key: SMS messages should be short and to the point.
- Personalization Matters: Use the lead’s name whenever possible.
- Clear Call to Action: Tell the lead exactly what you want them to do.
- Create Urgency: Encourage immediate response.
- Be Empathetic: Acknowledge the lead’s potential concerns.
- Provide Value: Highlight the benefits of your services.
- Use Calendar Links: Make scheduling as easy as possible.
- Positive Tone: Keep the message friendly and welcoming.