Complete Sales Scripts

Script 1A: Initial Phone Inquiry — Adult Child Caller

You: "Thank you for calling [Practice Name]. This is [Your Name]. How can I help you today?"

Prospect: [Shares situation about parent needing to move]

You: "I am so glad you called. This is exactly the kind of situation we help families with every day. Let me ask a few quick questions so I can understand how best to help.

First, can you tell me a bit about your parent's current situation — where they are living now and what prompted the need to move?"

[LISTEN. Take notes. Let them tell the full story without interrupting.]

You: "Thank you for sharing that. It sounds like you are juggling a lot right now. Based on what you have described, this sounds like a project we can definitely help with. Here is what typically happens next:

I would like to schedule a complimentary in-home consultation. I will visit your parent's home, walk through what needs to be done, and provide you with a detailed proposal. The consultation takes about 60-90 minutes, there is no charge and no obligation. I will bring information about our services and pricing, and you will have everything you need to make a decision. Does that sound like a helpful next step?"

Prospect: "Yes, that would be great."

You: "Wonderful. I have availability [offer two specific time slots]. Which works better for you? And will your parent be available to join us, or would you prefer to meet initially just with the family?"

[Schedule the consultation. Confirm address, phone number, and email.]

You: "Perfect. I have you scheduled for [day and time] at [address]. I will send you a confirmation email with my contact information and a brief overview of what to expect. Is there anything else I can answer for you right now?"

Closing: "Thank you for calling, [Name]. I look forward to meeting you and your family on [day]. Please do not hesitate to call or email if any questions come up before then."

Script 1B: Initial Phone Inquiry — Senior Caller

You: "Thank you for calling [Practice Name]. This is [Your Name]. How can I help you today?"

Prospect: [Shares that they are thinking about moving or need help]

You: "I am so glad you reached out. It takes a lot of courage to make that call, and I want you to know there is no pressure here — just a conversation about what might make your life easier. Can you tell me a bit about your situation and what you are hoping to accomplish?"

[LISTEN with patience. Do not rush. Seniors often take longer to explain their situation.]

You: "Thank you for telling me all of that. It sounds like you have been giving this a lot of thought, and that is wise. Many of the people I work with felt the same way you do at the beginning — a mix of knowing it is time and not being sure where to start.

What I would love to do is come meet you in person, look at your home together, and talk through what a move might look like for your specific situation. There is no cost for this visit and absolutely no obligation. It is simply a chance for us to get to know each other and for me to answer your questions. Does that sound okay to you?"

Prospect: "Yes, I think that would be fine."

You: "Wonderful. I want this to be at your pace and on your schedule. What day of the week and time of day works best for you? I am very flexible."

[Schedule. Confirm details. Reassure them about the no-pressure nature of the visit.]

Closing: "I am looking forward to meeting you, [Name]. I will send you a little card in the mail so you have my information, and I will see you on [day]. Please call me if anything comes up or if you have questions before then."

Script 1C: Phone Inquiry — Real Estate Agent Referral

You: "Thank you for calling [Practice Name]. This is [Your Name]."

Agent: "Hi, I am [Name] with [Brokerage]. I have a client who needs help getting ready to list their home."

You: "[Agent Name], thank you so much for calling — I really appreciate the referral. I have worked with several agents from [Brokerage] and I know how important it is to get listings market-ready quickly. Can you tell me about the property and the timeline?"

[Gather information about the property, the senior's situation, and the agent's needs.]

You: "Perfect. Based on what you have shared, I can have a team member there as early as [day] for an assessment. We will get this home show-ready within your listing timeline. I will also make sure your client is calm and well-supported so they are not calling you with questions every day. I will keep you in the loop throughout the process. Do you have any specific requests for how we coordinate?"

Closing: "Thank you again for thinking of us, [Agent Name]. I will reach out to the homeowner today and copy you on all communications. You will hear from me within 24 hours with an assessment and timeline."

Script 2A: In-Home Consultation Opening

[Arrive 5 minutes early. Ring doorbell. Greet warmly.]

You: "Thank you so much for inviting me into your home today, [Name]. I really appreciate the opportunity to meet you and learn about your situation. Before we get started, I want you to know something important: this is not a sales pitch. This is a conversation. My job today is to understand what you need, answer your questions, and give you honest advice about your options. Whether you hire us or not, you will leave here with useful information. Does that sound okay?"

Prospect: "Yes, that sounds good."

You: "Wonderful. Let me tell you a little bit about who I am and why I do this work." [Share 90-second origin story.] "Now, I would love to hear about your situation. Would you mind showing me around the house so I can get a sense of what we are working with?"

[Let them lead the tour. Ask about specific items. Comment positively. Take mental notes.]

Script 2B: Consultation Discovery Questions

You: "Thank you for showing me around. You have a beautiful home. Now I would love to understand your situation better so I can give you the best possible advice. May I ask a few questions?"

Script 2C: Consultation Closing — Transition to Proposal

You: "[Name], thank you so much for sharing all of this with me. I have a clear picture of what you need, and I am confident we can make this transition smooth and manageable for you.

Here is what I recommend: [specific tier] because [specific reasons tied to their situation]. This would include [walk through deliverables]. Based on the size of your home and the scope of work, the investment for this service would be [price].

I know that is a significant number, so let me put it in context: this covers [X] weeks of professional coordination, [Y] hours of onsite work, and ensures that you do not have to manage any of the vendors, logistics, or heavy lifting. Many families find that having professionals handle everything actually costs less than the hidden expenses and time off work of doing it themselves.

What questions do you have?"

[PAUSE. Answer questions directly. Do not rush.]

You: "Does this feel like the right approach for your situation?"

[If yes:] "Wonderful. Let me walk you through the next steps." [Explain contract, deposit, and timeline.]

[If hesitant:] "I completely understand this is a big decision. What additional information would be helpful?"

[If needs family input:] "Absolutely. Would it be helpful if I prepared a summary of what we discussed that you could share with [family member]? I am also happy to schedule a brief call with them to answer their questions directly."

Script 3A: Three-Tier Presentation

You: "We offer three levels of service because every family's situation is different. Let me walk you through each one so you can see what makes the most sense for you.

Our Essential service is $[price]. This covers move coordination and supervision — we make sure the movers do their job well, your items are protected, and everything gets set up properly in your new home. This is ideal for families who have already done the sorting and just need professional oversight of the physical move.

Our Comprehensive service is $[price]. This is our most popular option because it handles everything from start to finish: the sorting and organizing, coordinating the estate sale, managing the movers, unpacking and setting up your new home so it feels like home from day one. Given what you have shared about your timeline and your family's availability, this is what I would recommend.

Our Concierge service is $[price]. This is for complex situations — out-of-state moves, large estates, or families who simply want everything handled without any involvement. It includes everything in Comprehensive plus [specific additions].

Most families in your situation choose the Comprehensive package. Does that sound like it would work for you?"

Script 3B: Price Anchor — Home Value

You: "Your home is listed at $[value]. Our $[fee] comprehensive transition fee represents less than [X%] of the home's value — and our staging coordination and home preparation typically increases sale price by $15,000 to $25,000. When you look at it that way, the service essentially pays for itself through a faster sale at a higher price."

Script 3C: Price Anchor — Monthly Community Cost

You: "The community you have chosen costs $[monthly fee] per month. Our $[fee] transition service ensures you are settled, comfortable, and feeling at home within one week rather than facing months of disruption and follow-up trips to the old house. For less than three months of community fees, we handle everything and you start your new chapter without stress."

Script 4A: "That is more than we expected."

You: "I completely understand. Most families do not have a frame of reference for what comprehensive move management costs. When you consider that this service handles everything from sorting through setup — typically [X] hours of professional work — and eliminates the need for you to take time off work, coordinate vendors, or manage the emotional burden, many families find the investment is actually less than the hidden costs of handling it themselves. What aspect of the scope feels like more than you need?"

Script 4B: "We need to think about it."

You: "Of course — this is a significant decision and you should feel completely comfortable. What specific questions or concerns would you like to think through? I am happy to provide any additional information that would help."

[If they cannot name a specific concern:] "I want to make sure I have explained everything clearly. Sometimes families say they need to think about it when there is really one specific concern they are not sure how to bring up. Is there anything about the service, the timeline, or the investment that is giving you pause?"

Script 4C: "I need to talk to my [family member]."

You: "Absolutely — this is a family decision and everyone should be on the same page. Would it be helpful if I prepared a summary of what we discussed today that you could share with them? I am also happy to schedule a brief call with [family member] to answer their questions directly. When do you think you might be able to connect with them?"

Script 4D: "The agent said they have someone cheaper."

You: "There are certainly less expensive options available, and for some families, those work fine. The difference is typically in the comprehensiveness of the service and the experience of the team. Our Comprehensive package includes [specific inclusions]. If you would like, I am happy to provide a detailed comparison so you can make an informed decision about what level of support makes sense for your situation."

Script 4E: "We are considering just hiring a moving company."

You: "A moving company is an excellent choice for the transportation portion of your move, and we actually work with several excellent movers. The difference is that a moving company handles boxes — they do not help you decide what to pack, coordinate estate sales, manage donation pickups, or set up your new home. Many families hire both: us to manage the transition, and a mover to handle transportation. Would you like me to explain how that coordination works?"

Script 5A: At Project Completion

You: "[Name], I am so glad we were able to make this transition smooth for you. If you know anyone else who might benefit from our services — a friend, neighbor, or family member — I would be so grateful for an introduction. We grow primarily through referrals from families like yours, and there is no greater compliment than a recommendation from someone we have had the privilege to help."

Script 5B: Follow-Up Call (One Week Later)

You: "Hi [Name], I am just calling to check in and see how you are settling in. Is everything working well in the new place?"

[Listen. Address any concerns.]

You: "I am so glad to hear that. I wanted to mention — if you know anyone going through a similar transition, we are always happy to help. An introduction from you would mean a great deal. And of course, if you ever need anything in the future, please do not hesitate to call."

Script 5C: Testimonial and Referral Request

You: "[Name], your project turned out beautifully, and it would mean so much to us if you would share your experience. Would you be willing to write a brief review? It helps other families find us when they are facing the same challenges you did. And if you know anyone who might benefit from talking with us, please feel free to share our name. Here are a few extra cards you can pass along."

Script 6A: Agent Partnership — Initial Outreach

You: "Hi [Agent Name], this is [Your Name] from [Practice Name]. I specialize in senior move management, and I have helped over [number] families in [City] transition smoothly from their homes to senior living communities, smaller residences, or assisted living. I know how important it is for your listings to show well and for your clients to have a positive experience. I would love to buy you a coffee and learn more about how I might support your senior clients. Do you have 20 minutes in the next week or two?"

Script 6B: Senior Living Community — Initial Outreach

You: "Hi [Name], this is [Your Name] from [Practice Name]. We are a certified senior move management practice that helps families transition smoothly into communities like yours. I know that a stress-free move-in experience reflects well on the community and makes your job easier. I would love to stop by, introduce myself, and share how we work with communities to ensure every new resident arrives settled and happy. Do you have 15 minutes this week?"

Script 6C: Healthcare Professional — Initial Outreach

You: "Hi [Name], this is [Your Name] from [Practice Name]. We provide certified senior move management services for families facing urgent relocations due to health crises, falls, or hospital discharge situations. I know how critical timing is in these situations, and we have a rapid-response protocol that allows us to begin within 24-48 hours when needed. I would love to drop off some information and learn more about how we can support your patients and their families. When would be a good time?"

Script 6D: Partner Follow-Up — Value Touch

You: "Hi [Name], I hope you are doing well. I was thinking of you because I just came across an article about [relevant topic] and thought it might be useful for your clients. I will email it over. No need to respond — just wanted to share. I hope we can catch up soon."

Script 7A: Seminar Opening Hook

You: "How many of you have walked into a room in your home, looked around, and thought — where did all this stuff come from, and how in the world will I ever deal with it?"

[Wait for hands and knowing laughs.]

"You are not alone. The average American home contains 300,000 items. Most of us accumulated those things over decades, one purchase, one gift, one inherited piece at a time. And now, whether it is because you are moving to a smaller space, helping a parent transition, or just tired of the clutter — you are facing the reality that something has to change."

Script 7B: Seminar Transition to Offer

You: "I hope what I have shared today gives you a clear path forward, whether you are facing a move next month or just starting to think about downsizing. These strategies work — I have seen them transform what feels like an overwhelming mountain into a manageable process.

Now, I want to be completely transparent about something. What I have shared today is the framework. But for many families, the actual execution — the hundreds of decisions, the physical work, the emotional weight of sorting through a lifetime of possessions — is simply too much to handle alone. There is no shame in that. This is genuinely hard work, and you do not have to do it by yourself.

For those of you who would like to explore whether professional support makes sense for your situation, I am offering complimentary consultations over the next two weeks. A consultation is simply a conversation about your situation and how I might help. There is no obligation, no pressure, and no charge. I have signup sheets at the front table, and I am happy to speak with you one-on-one after we finish if you prefer."

Script 7C: Seminar One-on-One Conversion

You: "[Name], thank you so much for coming today. I noticed you were really engaged with the section about [topic]. Is that something you are dealing with in your own situation?"

[Listen. Ask follow-up questions.]

You: "It sounds like you are in a position where a consultation could be really valuable. Even if you are not ready to hire anyone, I can give you a specific plan for your situation. Would you like to grab one of those consultation slots? I have [day] or [day] available."

Script 8A: Post-Consultation Follow-Up (24 Hours)

You: "Hi [Name], thank you so much for inviting me into your home yesterday. I really enjoyed our conversation and I hope the information I provided was helpful. I know this is a big decision, and I want you to feel completely comfortable. If any questions come up, please do not hesitate to call or email me directly. I am here to help, whether that means moving forward with our services or just answering a quick question. I will follow up with you [day of week] if I have not heard from you. Take care."

Script 8B: Post-Consultation Follow-Up (One Week)

You: "Hi [Name], I wanted to check in and see how your planning is going. I know you mentioned you needed to discuss with [family member]. Have you had a chance to connect? I am happy to speak with [family member] directly if that would be helpful — just let me know. I have held a project slot for you through [date] and would love to help make this transition as smooth as possible. What questions can I answer for you?"

Script 8C: No-Show Seminar Follow-Up

You: "Hi [Name], I missed you at our downsizing seminar yesterday. I know schedules get busy. I wanted to let you know that I recorded the presentation and would be happy to send you the link. I also have a few complimentary consultation slots open this month if you would like to discuss your specific situation one-on-one. Just reply to this email or give me a call at [number]. I am here whenever you are ready."

Script 8D: Cold Prospect Nurture (30 Days After Inquiry)

You: "Hi [Name], it has been about a month since we spoke about your [parent/family member]'s potential move. I know these decisions take time, and I want you to know there is no pressure whatsoever. I just wanted to check in, see how things are going, and remind you that I am here if any questions come up — whether that is next week or six months from now. If it would be helpful, I would be happy to send you our latest downsizing guide or answer any questions by email. Just let me know. Wishing you and your family well."

Template 9A: Consultation Confirmation

Subject: Your Consultation is Confirmed — [Day, Date] at [Time]

Hi [Name],

Thank you for scheduling a consultation with [Practice Name]. I am looking forward to meeting you and learning more about your situation.

Details:

Date: [Day, Date]

Time: [Time]

Address: [Address]

What to expect:

Our consultation typically takes 60-90 minutes. I will walk through your home with you, discuss your timeline and priorities, and answer all of your questions. I will bring information about our services and pricing. There is no cost and no obligation.

What to have ready:

If you have a floor plan of your new residence, that is helpful but not required. Otherwise, just bring your questions and concerns — that is what I am here for.

If you need to reschedule or have any questions before our meeting, please call me directly at [phone] or reply to this email.

Looking forward to meeting you,

[Your Name]

[Practice Name]

[Phone]

[Website]

Template 9B: Proposal Follow-Up

Subject: Your Custom Move Management Proposal — [Name]

Hi [Name],

Thank you for inviting me into your home and sharing your situation with me. As promised, I have prepared a custom proposal based on what we discussed.

Recommended Service: [Tier Name]

Investment: $[Price]

Timeline: [Timeline]

Scope: [Brief scope summary]

What is included:

Next steps:

If you would like to move forward, simply reply to this email or call me at [phone]. I will prepare the service agreement and we can schedule your project start date. I have held availability for [date range] based on our conversation.

I know this is a significant decision, and I want you to feel completely comfortable. Please do not hesitate to reach out with any questions.

Warmly,

[Your Name]

Template 9C: Project Completion Thank-You

Subject: Thank You for Trusting Us With Your Move

Hi [Name],

It was our privilege to help with your transition to [new residence]. I hope you are settling in comfortably and that your new place is starting to feel like home.

If there is anything you need — a question about where something was placed, an adjustment to the organization, or just a quick check-in — please do not hesitate to call me directly at [phone].

Two small requests:

Thank you again for trusting us with this important transition. We wish you all the best in your new home.

With gratitude,

[Your Name]

[Practice Name]

Template 9D: Partner Value-First Email

Subject: A Resource for Your Senior Clients

Hi [Name],

I hope you are doing well. I came across a helpful guide on [topic] and thought it might be useful for the families you work with. [Brief description and link or attachment]

No need to respond — just wanted to share. I would love to catch up over coffee soon if your schedule allows.

Best,

[Your Name]

[Practice Name]

[Phone]

Template 9E: Seminar Invitation Email

Subject: Free Seminar: How to Downsize Without the Stress

Hi [Name],

Are you or a loved one facing a move to a smaller home or senior living community? Join us for a free educational seminar where you will learn practical strategies for downsizing without the overwhelm.

What You Will Learn:

Details:

Date: [Date]

Time: [Time]

Location: [Venue, Address]

Cost: Free

Light refreshments will be served. Seating is limited to 25 attendees.

Reserve your seat: [Registration link] or call [phone]

We look forward to seeing you there.

[Your Name]

[Practice Name]

Script 10A: Prospect Follow-Up Voicemail

You: "Hi [Name], this is [Your Name] from [Practice Name]. I am calling to follow up on the consultation we had last [day]. I know this is a big decision and I want to make sure you have everything you need. I have held a project slot for you through [date]. If you have any questions or would like to move forward, please give me a call at [phone]. I am here to help. Thank you, and I hope to talk with you soon."

Script 10B: Partner Introduction Voicemail

You: "Hi [Name], this is [Your Name] from [Practice Name]. We are a certified senior move management practice here in [City], and I understand from [mutual contact] that you work with senior clients who may need relocation support. I would love to introduce myself and learn more about how we might support your clients. Could we schedule a brief 15-minute call or coffee meeting? My number is [phone]. I will follow up with an email as well. Thank you!"

Script 10C: Project Update Voicemail (for family members)

You: "Hi [Name], this is [Your Name] from [Practice Name]. I am calling with an update on your [parent's] project. We completed the [phase] today and everything is on schedule. I sent a detailed email update with photos, but I wanted to give you a quick call as well. Everything is going smoothly and [parent's name] is doing great. If you have any questions, please call me at [phone]. Talk soon."

Clozo Academy Proprietary Curriculum — The Move Management Growth System