1) FOR NEWTON ONLY ASK
[NAME],
Hope you’re doing well. We’re putting together a tribute for [PERSON / PLACE NAME], and knowing how well you knew them, we immediately thought of you.
We’d love any stories, memories, funny moments, little details, or things most people would never know so we can really do a great job with this tribute.
There are a lot of questions, but they’re mainly there to help jog your memory. If something doesn’t apply, just put “N/A” and move on.
Also, don’t worry at all about punctuation, spelling, or organizing your thoughts. Just write naturally and we’ll clean everything up on our end.
CLICK THIS LINK
Thank you again — we really appreciate it.
2) MORTGAGE
HOMEBOT REACHOUT (Apology)
Hi [First Name],
I owe you an apology.
I said I would be a better mortgage resource for you, and I haven't stayed in touch the way I should have.
To make it up to you, I'd like to give you free access to Homebot, a monthly report that tracks your home's value, equity, mortgage position, and market opportunities.
If you'd like to learn more, you can book a quick 5-minute call using the Calendly link below.
If it's easier, simply reply with as much of the following information as you have:
- Property Address
• Current Mortgage Balance
• Current Interest Rate
• Date of Your Last Financing or Purchase
• Spouse or Co-Borrower Name (if applicable)
Don't worry if you don't have everything. Send what you can, and we'll update the rest later.
Schedule a 5-Minute Call:
CLICK HERE TO SCHEDULE
Mark Maiocca
Movement Mortgage
Reach Out to Financial Advisor for a Meeting #1
Hi ________,
I've been following your business and wanted to reach out because I take a very different approach than most mortgage originators.
The focus of my business is primarily building relationships with financial professionals (financial advisors, accountants, estate planning attorneys, insurance professionals, etc.) rather than mainly focusing on realtors.
Because of that, I thought it may make sense for us to connect and schedule a quick Zoom call sometime to learn more about each other's businesses and see if there may be opportunities to create value together.
Please let me know if you'd be open to that.
Thanks,
Mark Maiocca
Reach Out to Any Professional with Request for a Zoom Meeting #2
Hi ________,
I've been following your business and wanted to reach out because I'm always looking to connect with good professionals and see if there may be opportunities where I may be able to help you grow your business and create a strong win-win partnership.
I'd love to schedule a quick Zoom sometime. I tend to ask a lot of questions and take notes because I really like to understand someone's business, goals, and where I may be able to create value before taking any next steps.
If it makes sense after that, we could always schedule something in person as well.
Please let me know either way if you'd be open to that, so I know how to proceed.
Weekly Email Blasts
Script #1 - Time-to-Time Email
Subject: Just a Reminder
Hi [Name],
I just wanted to reach out.
Because I'm very active in the community, I regularly meet great professionals in a variety of fields, including:
Realtors
Financial Advisors
Accountants
Estate Planning Attorneys
Insurance Professionals
Mortgage Professionals
Plumbers
Electricians
Contractors
If you're ever looking for a trusted professional, please feel free to reach out. I'd be happy to make an introduction if I know someone who may be a good fit.
As always, I'm here if you need anything.
Mark Maiocca
Script #2 - Before You Put Your House on the Market
Subject: Call Me Before You List Your Home
Thinking about moving?
Before you put your home on the market, give me a call.
Many homeowners are surprised to learn there may be financing options available that could allow them to buy before they sell.
The key is planning ahead.
If you're considering a move in the next 6 to 12 months, let's have a conversation before you list your home.
Mark Maiocca
Social Media and Community Promotion
Script #1 - Weekly Q&A Invitation
Join us for our weekly Core 7 Community Q&A.
Date: __________
Time: __________
This week we will be covering:
_____________________________
If you're a real estate, mortgage, tax, insurance, or financial professional looking to grow your business and build better relationships, we'd love to have you join us.
Comment below or message me for the link.
Script #2 - New Resource Released
I just added a new resource to the Core 7 Community:
_____________________________
Click here If you'd like access. Join the community for free
We're building a library of tools, ideas, interviews, scripts, and resources designed to help professionals grow their businesses and serve their clients at a higher level.
Message me if you'd like an invitation.
INVITE TO C7 REAL ESTATE & WEALTH
Hi [First Name],
One of my goals this year is to provide more value to the people in my network.
That's why I've created my free VIP Client Community.
Inside, I'll be sharing useful tools, mortgage and real estate updates, interviews with interesting professionals, investors, and financial experts, recommended books and resources, Q&A sessions, and introductions to trusted service providers and tradespeople.
My goal is simple: to create one place where you can stay informed, ask questions, and connect with great people.
It's free, not intrusive, and available whenever you need it.
I hope you'll join us.
Mark Maiocca
Movement Mortgage
Exclusive Rolodex Outreach
Script #1 - Exclusive Rolodex Invitation
Hi [Name],
I hope you're doing well.
I'm putting together an exclusive Rolodex of trusted professionals for my Real Estate and Wealth Community.
The goal is to have one recommended professional per category whenever possible. For example, one plumber, one electrician, one mortgage professional, one financial advisor, one accountant, and other trusted service providers.
I've been looking at professionals in the area, and your name came to mind.
Would you have any interest in learning more about it?
If so, I'd love to schedule a quick call and discuss it.
- Thank Yous
- SOCS
3) CORE7 DBS
Interview Outreach
Script #1 - Power Partnerships Interview
Hi [Name],
I've been following what you're doing, and it looks like you've built a great business.
I'm putting together a series of interviews for the Core 7 Community called Power Partnerships, where we interview successful professionals along with one of their favorite referral partners.
I thought it would be interesting to hear how you and your [Mortgage Professional / Financial Advisor / Realtor / Accountant / Insurance Agent / Estate Planning Attorney / Other Partner] work together to better serve your clients.
Would you be open to a quick chat about participating?
Thanks,
Mark Maiocca
Script #2 - How I Built My Business Interview
Hi [Name],
I've been following your business, and it looks like you've built something special.
I'm putting together a series of interviews for the Core 7 Community where successful professionals share how they built their business and what they do consistently to grow.
I think your story and experience would provide a lot of value to our community.
Would you be open to a quick conversation about being interviewed?
Thanks,
Mark Maiocca
GROUP MARKETING
#1 (To all Core7 Pros)
Hi [First Name],
We have just opened the Exclusive Core 7 Networking Group in [STATE].
Core 7 is designed specifically for real estate, mortgage, tax, insurance, financial, and other business professionals who want to build referral relationships and grow their business.
There is only one chapter in the entire state and only one seat available per profession.
We are currently offering founding member opportunities.
Would you be interested in learning more?
Learn More About Your State's Exclusive Chapter
Thank you,
Mark Maiocca
#2 (To Sales Managers of the “7”)
Hi [First Name],
We currently have an opening for a [PROFESSION] in the Exclusive Core 7 Networking Group in [STATE].
There is only one chapter in the entire state and only one [PROFESSION] seat available.
We are currently speaking with professionals interested in becoming a founding member of the [STATE] chapter.
Would you be interested in learning more?
Visit: https://www.mycore7.com/
Thank you,
Mark Maiocca
SCRIPT POSTS
Here's a great script that:
[INSERT WHAT THE SCRIPT DOES]
Script:
[INSERT SCRIPT HERE]
If you'd like a copy of our Master Script Checklist with hundreds of scripts covering referrals, networking, sales conversations, follow-up, and relationship building, just comment below or send me a DM and I'd be happy to get it to you.
