SCRIPT OPTION 1:

Good morning/afternoon NAME,

It’s NAME calling from AGENCY, How are you today? That’s great to hear! Have I got you at a good time, I won’t keep you long.

The reason for my call today is because it has been X years since you purchased your property in (Street/Suburb Name), can you believe it?! Congratulations! (ask a question:)

Question ideas/examples:
How’s everything going for you there?
How are you enjoying living in SUBURB?

Can I ask, whats your favourite thing about living in SUBURB?

I always love to ask, what was it about your home that attracted you to buy it?

If bought 3 years + ago:
Despite everything that has been happening recently, the market has increased substantially since then - so you bought at a great time! 

Before I let you go, we often find at these annual milestones our clients like to get an idea of the new value for their home. It can be helpful for insurance purposes or just to keep track of the market. Is that something you would be interested in as well NAME?

IF YES: Book it in! 

IF NO: Not a problem - that’s good to hear that all is going well! I will send you a market report for SUBURB just to keep you up to date with what is happening in the area. Would you prefer it by SMS or email?

Is there anything else real estate wise we can be of assistance with? You’re not thinking of buying again or potentially selling in the next 12 months or?

Well thank you for your time today - and congratulations on another year in your beautiful home! I hope you have a lovely day! 

SCRIPT OPTION 2:
If its year 1 or you’ve provided an appraisal for the anniversary before:

Good morning/afternoon NAME,

It’s NAME calling from AGENCY, How are you today? That’s great to hear! Have I got you at a good time, I won’t keep you long.

The reason for my call today is because it has been X years since you purchased your property in (Street/Suburb Name), can you believe it?! Congratulations! (ask a question:)

Question ideas/examples:
How’s everything going for you there?
How are you enjoying living in SUBURB?

Can I ask, whats your favourite thing about living in SUBURB?

I always love to ask, what was it about your home that attracted you to buy it?

Each year we provide you an update on the value of your property, I know you’re not selling but it’s great to keep an idea of price just to stay aware of the market but also for insurance purposes. Have you made any changes to the property since I last saw it?

If yes: Oh that sounds great! Those changes as well as the market growth would have definitely impacted the value of your asset - as you have made a few changes I might just pop past to check them out before drawing up your report - it’d be great to see you guys too! I’ll bring the coffee - when works for you?

If no: Ok great well I’ll draw up the update for you and can pop past and quickly go through it with you if thats ok - what day works for you? I’ll bring the coffee!

IF NOT INTERESTED: Not a problem at all, I understand life is busy! I’m so glad to hear that all is going well! In the meantime I’ll just send out a market report for the suburb just to keep you up to date more broadly with what is happening in the area. Would you prefer it by SMS or email?

Before I let you go, Is there anything else real estate wise I can be of assistance with in the next 12 months or?

Well thank you for your time today - and congratulations on another year in your beautiful home! I hope you have a lovely day!

VOICEMAIL:

Good morning/ afternoon CLIENT NAME. Its NAME calling from AGENCY. I was just giving you a quick call as, would you believe it’s been X years since you bought there at STREET NAME so we wanted to congratulate you and check in how you’ve been enjoying the home. If ever you need anything please don't hesitate to get in touch on 0400 000 000. Thanks & have a great day!