Partnering with Brokers/Lenders/Agents as a value resource

[Richard Martinez]

Hey all!

My name is Richard and I have recently joined Zoom Casa as a business development rep. I am new to the industry and have jumped into the deep end but I am ready to learn, network, and be of a valuable resource.

What are some key pointers (that can be shared) that I should focus on when doing cold calls/ emails/ drop ins and letting each broker/lender/agents/business know that I am not here to sell you ANYTHING? I want to build a lasting relationship that will help grow your business, help grow your agents business, and know that you can come to me with any questions or help.

Let me know if that makes sense and thanks in advance for the response!

[Aaron Lawrence]

Rick has a good point - it's still a sales outreach if you're selling a service. To me, leading with "I'm not selling you anything" is overly salesy. It may be counter-intuitive to you, but it sets off people's BS detector and makes you seem untrustworthy.

My generic advice for cold outreach : respect your prospect's time & be genuine. Efficiently communicate your service and its benefits to whoever you're talking to. Make sure whoever you're talking to is actually a lead and definitely avoid just spewing your pitch.

You're not calling your grandma, you're calling to see if doing business makes sense. If it does now, great. If it does later, great - follow up until it does. If it doesn't, great - one less person you need to think about.

I also agree with Erik. I'm not exactly sure what it is you do, but it sounds like an email with call / text follow up makes sense for both your B2B and B2C prospects.