Yovan Gabric Real Estate Scripts, Marketing Plans & Strategy Reference

How To Use This Manual

Use this as both a learning guide and a working script bank. The goal is not to sound scripted; the goal is to keep every conversation useful and moving forward.

Master principle: Do not send more information until you understand what information matters. A brochure request is often a request for guidance.

When You Need	Use This Section	Best Next Action
New pre-con lead	Pre-Construction Scripts	Ask one easy purpose question: home, investment, first purchase, or exploring.
No response	Reactivation & Nurture	Confirm package, ask a simple multiple-choice question, then close the loop respectfully.
Buyer consultation	Buyer Scripts	Lead with priorities, renovation tolerance and hidden-risk review.
Seller consultation	Seller Scripts	Separate work into must fix, worth improving and leave alone.
Investor conversation	Investor Scripts	Start with strategy, then true cost and realistic rent.
Content planning	Social Content System	Rotate market, property, construction and human/local content.

SMS means short and low-friction. Conversational means warm text, WhatsApp or DM. Email means more complete explanation.

Core Brand Positioning

Your strongest difference is the combination of real estate advice and construction judgment.

Core Advisor Message

My job is not to convince you to buy a particular property. It is to help answer a more important question: Does this property actually make sense for you? That means looking beyond the marketing and considering price, location, layout, construction, condition, renovation requirements, carrying costs, timing, resale value, investment potential and alternatives. Sometimes the answer is to move forward. Sometimes there is a better option. And sometimes the smartest decision is to wait.

Construction Differentiator

I combine two perspectives when helping clients: real estate and construction. After decades working around residential and commercial construction, I naturally look at properties differently. I consider construction quality, structural issues, mechanical systems, renovation potential, approximate improvement costs, layout, function, risk and resale potential. That allows me to help clients look beyond the surface and make a more informed real estate decision.

Short Positioning Lines

REALTOR® + construction experience. I help clients look beyond staging and finishes.
I help buyers understand what they are really buying, not only what looks good in photos.
Before sellers renovate, I help separate what adds value from what only adds cost.
One partner for buying, selling and understanding the property itself.
Real estate advice with a contractor's eye.

Conversation Framework

This is the basic structure for lead conversion, calls, texts and appointments.

Acknowledge: “Thanks for reaching out.”
Lower resistance: “I’m not calling to give you a sales pitch.”
Ask one easy question: “Home or investment?”
Discover: price, property type, location, timing and non-negotiables.
Add professional insight: construction, layout, pricing, risk or market knowledge.
Narrow: “I’d probably eliminate these and focus on these two.”
Recommend: explain the best-fit next step.
Ask for a small next step: call, meeting, showing, worksheet or shortlist review.

Universal Discovery Question Bank

Motivation

What originally got you thinking about making a move?

Timing

If the right opportunity came up, when could you realistically see yourself moving forward?

Budget

What range would feel comfortable, rather than simply being the maximum you could qualify for?

Location

Is there one area you really want, or are you willing to trade location for better value?

Renovation

Would you consider something that needs work if the numbers made sense?

Decision

What would need to happen for you to feel comfortable moving forward?

Pre-Construction Scripts

Use these for Facebook leads, website registrations, project inquiries and pre-con discovery.

PRECON-01: New Lead First Response

SMS

Hi [First Name], Yovan Gabric here with Royal LePage Pinnacle. Thanks for requesting info on [Project]. Before I send you too much, are you mainly looking for: 1 - A home 2 - Investment 3 - First purchase 4 - Just exploring Just reply with the number.

Conversational

Hi [First Name], Yovan Gabric here with Royal LePage Pinnacle. Thanks for reaching out about [Project]. I can absolutely send you the project information. Before I start sending brochures, price lists and floor plans, though, I’d rather understand what you’re actually looking for. Would this mainly be a home for yourself, an investment, a first purchase, or are you just exploring right now?

Hi [First Name], Thanks for requesting information about [Project]. I’m happy to send the available pricing, layouts, incentives and project information. Before I start sending everything, though, I prefer to understand what someone is actually looking for. The project a buyer originally registers for isn’t always the one that ultimately fits them best. Are you primarily considering a home to live in, an investment, a first purchase, or are you simply exploring the market right now? Once I understand that, I can make the information much more relevant. Yovan

PRECON-02: Did You Receive The Package?

Hi [First Name], just checking in - did you receive the information I sent about [Project Name]? Sometimes these emails end up in the junk folder. Just reply “Got it” if you received it and I’ll know everything came through.

Hi [First Name], Yovan here. Just wanted to make sure the [Project Name] package reached you. I sent over the project information, layouts and pricing details we currently have. Once you’ve had a chance to look at it, I’d be curious about one thing: What caught your attention about this project in the first place?

PRECON-03: Discovery Ladder

Rule: Do not send all of these at once. Ask one question at a time and let the conversation develop naturally.

Would this be primarily for your own home or an investment?
Are you leaning toward condo, one-level townhome, two-level townhome, or are you open?
How much space would realistically work: 1 bedroom, 2 bedrooms, 3 bedrooms, or larger?
What price range would you ideally like to stay within?
Would you prefer Mississauga, Oakville, Burlington, another GTA area, or is the right property more important than the municipality?
Are you hoping to purchase soon, or would 2027-2029 occupancy suit you better?
If you could choose only one non-negotiable, what would it be: parking, outdoor space, two bathrooms, exposure, transit, layout or something else?
What would make a project worth taking a serious second look?

PRECON-04: Advisor Positioning

My job isn’t to convince you to buy a particular project. It’s to help figure out which project, if any, actually makes sense for you. Sometimes that means the original project you registered for. Sometimes there’s a better alternative. And sometimes the right decision is to wait.

Because of my construction background, I also look beyond the marketing brochure. I pay attention to usable layout, stair placement, structural walls, mechanical locations, storage, parking, exposure, terrace usability, finish quality, future renovation possibilities and resale practicality. Two units with almost the same square footage can function very differently. That’s where I can help you look a little deeper before making a decision.

PRECON-FU-01: Master Follow-Up Sequence

Timing	Objective	Message / Action
Day 0	Get first micro-response	Use PRECON-01.
Day 1	Confirm delivery	Use PRECON-02 package confirmation.
Day 3	Discover purpose	Ask: home, investment, first purchase or exploring?
Day 5	Find priority	Ask: price, location or space?
Day 8	Understand motivation	Ask what caught their attention about the project.
Day 12	Add insight	Send one useful note about layout, parking, exposure, incentive, pricing, deposit, construction or location.
Day 17	Move to conversation	Offer a 10-15 minute Property Game Plan call.
Day 25	Clarify timing	Ask if they are active, later this year, researching or changed plans.
Day 35	Reactivate with value	Mention new opportunities, incentives or current shortlist.
Day 45	Close loop	Ask whether to keep updates, check back later or close the loop.

Value-Building Client Example

I’m currently helping a client looking for a 2-bedroom, 2-bathroom layout. At first, the conversation was mostly about price and square footage. But then we started looking deeper: Is a one-level or two-level layout more practical? Which orientation does the unit face? Is the terrace actually usable? Where are the stairs? Where are the mechanical systems? How much storage is there? Is parking included? Are there structural limitations? Those details can make a much bigger difference than a few thousand dollars in purchase price. That’s why I prefer to understand what someone needs first and then narrow the choices down.

Project-Specific Scripts

These are based on your current pre-construction focus. Verify current pricing, incentives, inventory, worksheet terms and HST treatment before client use.

Important: Pre-construction details change quickly. Treat these as conversation scripts, not final price sheets.

Three-Project Introduction: OG Towns, South Banks, Kerr Village

Hi [First Name], Yovan Gabric here with Royal LePage Pinnacle. Thanks again for discussing pre-construction and real estate options with me. Buying real estate is a big decision, and there are a lot of things worth comparing beyond the advertised starting price: price, layout, size, location, quality, parking, exposure, outdoor space, deposit structure and occupancy. There are three projects I think are worth looking at: OG Urban Towns - Cooksville https://yovan-gabric.ca/og-urban-towns South Banks - Lakeview Village https://yovan-gabric.ca/south-banks Kerr Village Towns - Oakville https://yovan-gabric.ca/kerr-village-towns I can help you compare them rather than simply sending brochures. I also sent you a short Buyer Discovery Form so I can understand exactly what you’re looking for. Once I know that, I can narrow down the layouts and opportunities that deserve your attention.

OG Urban Towns: Cooksville / Mississauga

You’d been looking at townhomes, and here’s one worth taking a closer look at. OG Urban Towns in Cooksville, Mississauga has a variety of layouts, from smaller one-bedroom options through larger two- and three-bedroom plans. Some units also have unusually large private outdoor spaces. But there are details worth paying attention to. Certain smaller layouts may have different parking eligibility, and two units with similar square footage can function very differently depending on stairs, terrace configuration and interior layout. If you tell me the size and budget you’re considering, I can point you toward the layouts I think are worth looking at and the ones I’d probably avoid.

Best fit: first-time buyers, downsizers, entry pre-con buyers, Cooksville / transit-focused buyers.
Watch-outs: parking rules, usable terrace, stair placement, unit exposure, assignment and closing costs.
Client question: “Is the lowest price the priority, or is the better layout more important?”

South Banks: Lakeview Village

If waterfront living is something you’re considering, South Banks at Lakeview Village belongs in the comparison. What makes this one interesting isn’t simply the individual unit. It’s the larger Lakeview Village waterfront redevelopment and what the surrounding community is intended to become. The important question is whether paying for the location and future community makes sense for your particular objective. For an end user, that can be very different from the analysis for an investor. If you tell me which one you are, I can explain what I’d focus on.

Best fit: buyers who want early access and first-choice layouts in a waterfront master-planned community.
Watch-outs: avoid quoting unofficial pricing; confirm deposit, incentives, parking and allocation process.
Client question: “Are you buying for lifestyle or investment return?”

Kerr Village Towns: Oakville

If Oakville is your preferred location, Kerr Village Towns is another project worth comparing. It’s a much smaller collection of townhomes and offers a different lifestyle than a large condominium development. One feature that immediately gets attention is the in-home elevator, but I’d still compare the property based on the complete package: layout, stairs, outdoor space, parking, location, carrying costs and long-term resale appeal. If Oakville is high on your list, I can walk you through how Kerr compares with some of the Mississauga options.

Best fit: downsizers, executives and affluent Oakville buyers wanting new, walkable, lower-maintenance living.
Watch-outs: premium price point, final availability, elevator inclusion/options, maintenance and closing costs.
Client question: “Do you want affordability, or is premium Oakville lifestyle the bigger goal?”

South-of-QEW Buyer Filter

Do you want the lowest entry price, a true garage townhome, or a premium waterfront village lifestyle?

Project	Positioning	Best-Fit Buyer
Aura at Lakeview Village	Entry waterfront stacked-town option; verify HST/tax-free pricing details.	First-time buyers, young couples, downsizers, investors prioritizing entry price.
South Banks	Upcoming coastal townhome collection in Lakeview Village.	Early VIP registrants who want first-choice layouts.
Pier House	Classic non-stacked townhome story, garage/driveway feel.	Families and move-up buyers avoiding stacked layouts.
Westshore	Toronto-west townhome alternative near Lake Ontario.	Toronto-west value buyers comparing against condos.
Brightwater	Premium Port Credit lifestyle inventory.	Affluent lifestyle buyers, downsizers and Port Credit loyalists.
Kerr Village	Luxury executive Oakville townhomes.	Downsizers and executive buyers.

Phone, Voicemail & Appointment

The phone goal is not to pitch. It is to discover enough to send useful information and set the right next step.

Phone Opening

Hi [First Name], it’s Yovan Gabric with Royal LePage Pinnacle. You recently requested information about [Project/Offer]. I’m not calling to run through a sales pitch. I just have a couple of quick questions so I understand what you’re actually looking for and can make the information relevant. Do you have two minutes?

Voicemail

Hi [First Name], Yovan Gabric here with Royal LePage Pinnacle. You recently requested information about [Project]. I had one quick question that would help me understand what type of property would actually make sense for you. I’ll send you a short text as well. You can reply there whenever it’s convenient. Talk soon.

After Missed Call Text

Hi [First Name], Yovan here with Royal LePage Pinnacle. I just tried giving you a quick call regarding the information you requested. Nothing urgent. I just wanted to understand what you’re looking for so I don’t send you a pile of irrelevant projects. When you have a moment, what are you mainly considering: a home for yourself or an investment?

Appointment-Setting Options

Soft Appointment

I think I understand what you’re looking for now. Rather than going back and forth by text, the easiest next step would probably be a 10-15 minute call.

Two Choices

The best next step is probably a quick Property Game Plan call. Would later today or tomorrow work better?

Evening Call

I usually have some time between 5:00-7:00 PM for these conversations. Would one of those times work for a quick call?

Office Review

If you’d rather go through everything visually, you’re welcome to stop by the Royal LePage Pinnacle office and we can compare the projects, layouts and pricing together.

Objection Handling

Keep objections calm, respectful and useful. The best answer usually asks one small next question.

“I’m Just Looking”

Absolutely. Most buyers start there. You don’t need to be ready to purchase for me to help. While you’re looking, I can simply help you understand pricing, layouts, incentives and which projects are actually worth watching. What are you most curious about right now?

“Just Send Me The Information”

Absolutely, I can do that. One quick question first so I send you the right information instead of everything: What matters more to you right now - price, location or size?

“I’m Not Ready Yet”

No problem at all. Buying real estate is a major decision, and the timing should make sense for you. Roughly when do you think buying might become realistic for you?

“I Already Have An Agent”

Absolutely. If you’re already represented, you should continue working with your agent. I respect existing client relationships. Feel free to keep anything I sent simply as market information.

“I Don’t Have Time”

Completely understand. That’s actually why I try to narrow things down instead of sending ten projects. Just give me one parameter: What price range should I stay under? I can do most of the filtering from there.

Buyer Scripts

Use these for resale buyers, active search clients, fixer-upper buyers and showing conversations.

Buyer Discovery

Before we start looking seriously at properties, I like to establish your priorities beyond simply bedrooms and bathrooms. I want to understand: - what you’re trying to accomplish - preferred location - comfortable budget - amount of space needed - condition - renovation tolerance - timing - non-negotiable features That allows me to screen properties much more effectively before we spend time viewing them.

Construction Walkthrough Positioning

When I walk through a property with a buyer, I’m not only looking at whether the kitchen looks nice. Because of my construction background, I’m also looking at structure, mechanical systems, renovation quality, layout limitations and what future work may actually cost. A house can look dated but be fundamentally solid. Another house can look beautiful while hiding expensive problems. I help clients distinguish between the two.

Fixer-Upper Positioning

A fixer-upper can be a great opportunity if we understand exactly what needs to be done. I like to separate the work into cosmetic, functional and structural categories and estimate the likely cost before deciding what the property is really worth.

Active Buyer Follow-Up

Hi [Name], I’m reviewing the latest listings and wanted to check whether anything has changed on your side. Are we still working with roughly the same budget, location and property type, or has anything shifted?

Seller Scripts

These scripts support your seller positioning around renovation ROI, preparation and value.

Seller Introduction

My listing approach combines real estate strategy with construction experience. Before a seller spends money preparing a property, I like to separate potential work into three categories: Must Fix Items that could negatively affect the sale. Worth Improving Items where the likely impact on presentation or sale price justifies the investment. Leave Alone Items where the seller may spend money without recovering enough value. The objective is not to renovate more. It is to prepare the property intelligently so it can sell for more, not just faster.

Pre-List Renovation

Before making renovation decisions prior to listing, it’s useful to evaluate each improvement from a resale perspective. The question isn’t simply: Would this look better? The better question is: Will this improvement help the property sell more effectively or at a higher price relative to what it costs? My construction background allows me to estimate the scope of work while my real estate role allows me to evaluate the likely market impact.

Home Value Conversation

Property valuation is rarely just price per square foot. Two homes with similar size and bedroom count can sell significantly differently because of renovation quality, layout, lot, exposure, parking, street position, basement configuration, deferred maintenance and competing inventory. That’s why I prefer to compare the property against the most relevant recent sales rather than relying on a broad automated estimate.

Investor Scripts

Start with the investor’s strategy, then evaluate true cost, rent, renovation and exit.

Investor Discovery

Before I start sending investment properties, I want to understand your strategy. Which matters most? 1 - Monthly cash flow 2 - Long-term appreciation 3 - Renovation / value-add opportunity 4 - A combination Once I know that, I can screen properties differently.

True Cost Analysis

When evaluating an investment property, I prefer to analyze the complete financial picture. That includes purchase price, down payment, mortgage, property tax, insurance, condominium fees, utilities, maintenance, repairs, vacancy allowance, management costs, renovation requirements and realistic market rent. Only after those numbers are established can we calculate realistic monthly cash flow and return on invested capital.

Cash-Flow-First Property Analysis

For a cash-flow-focused investment, I prefer to work backwards from the income. First: What can the property realistically rent for? Then calculate vacancy, property tax, insurance, maintenance, utilities, condo fees if applicable, management, repairs and reserves. Next, calculate the financing. Once those numbers are established, we can determine the approximate purchase price at which the investment begins to make sense.

Multi-Unit / Bungalow Conversion

When evaluating a bungalow or other property for multiple rental units, we need to look beyond the theoretical rent. The analysis should include zoning, legal status, separate entrances, ceiling heights, fire separation, egress, parking, electrical capacity, plumbing, HVAC, renovation cost, potential rent by unit, utility structure and long-term maintenance. A property with three potential units is not necessarily a three-unit investment until the legal, construction and financial pieces all work.

Co-Buying Scripts

Use for younger buyers, family-assisted purchases and ownership-structure conversations.

Co-Buying Introduction

For many younger buyers, the challenge isn’t the desire to own a home. It is saving the full down payment, qualifying alone, carrying the mortgage and paying all operating costs independently. One option worth considering is co-ownership. Two compatible buyers may be able to combine resources, qualify together, share operating expenses and begin building equity sooner. However, this type of arrangement should never be entered casually. The ownership structure, financing, responsibilities, legal agreement and eventual exit strategy all need to be addressed properly.

Co-Buying Lead Discovery

Thanks for reaching out regarding the co-buying concept. Before we talk about properties, financing or ownership structures, I’d first like to understand who the arrangement is intended for. Are you exploring this for yourself, for a son or daughter, with a friend, with another family, or simply researching the concept?

Reactivation & Nurture

Useful for old leads, quiet contacts, sphere messages and non-response sequences.

Old Lead Reactivation

Hi [First Name], Yovan here with Royal LePage Pinnacle. We connected previously regarding real estate. Are you still considering a move, or have your plans changed? Either answer is completely fine.

Value-Based Reactivation

Hi [First Name], I’m reviewing several new opportunities and market changes and thought back to our earlier conversation. Rather than assume your plans are the same, I wanted to ask whether you’re still actively considering a purchase or whether the timing has changed. If you’re still looking, I can update the search based on today’s market rather than where things stood when we originally connected.

Sphere / Past Contact Reconnect

Hi [Name], It’s been a while, so I wanted to reconnect. I’m now doing more work that combines my real estate role with my construction background. That means helping clients not only buy and sell, but also evaluate renovation costs, property condition, potential improvements, investment opportunities, pre-list preparation and value-add opportunities. There’s no sales pitch behind this message. I simply wanted to reconnect and let you know that if you ever need a second opinion on a property or real estate decision, I’m happy to help. Yovan

Close-The-Loop Message

Hi [First Name], I don’t want to keep reaching out if the timing isn’t right. Would you prefer that I: 1 - Keep you updated when something worthwhile comes up 2 - Check back with you in a month or two 3 - Close the loop for now Just reply 1, 2 or 3.

Social Content System

A simple content engine for Facebook, Instagram, LinkedIn, email and website ideas.

Four Content Pillars

Pillar	Examples	Required Angle
Market	Oakville, Burlington, Milton, Hamilton stats; price, inventory, days on market.	What does this mean for a real decision?
Property	Selected listings, recent sales, bungalow pockets, townhouse pockets, pre-con opportunities.	Who is this fit for, and who should avoid it?
Construction	Inspection issues, repair ranges, renovation ROI, cosmetic vs structural, new-build quality.	What could this cost or change?
Human / Local	Client stories, community events, local businesses, behind the scenes, personal perspective.	Why should the reader trust and remember you?

Monthly Posting Rhythm

Week 1: local market interpretation + seller CTA.
Week 2: contractor’s-eye property lesson + buyer CTA.
Week 3: neighbourhood or opportunity feature + saved-search CTA.
Week 4: client story, personal/local post or community angle + reply CTA.
Monthly email: one market insight, one property insight, one construction insight and one easy reply question.

Reusable CTAs

Reply “COST” and I’ll send the buyer worksheet.
Reply “VALUE” and I’ll help you review what may be worth improving before a sale.
Reply “LIST” for selected opportunities in your price range.
Send me the MLS number and I’ll tell you what I would investigate first.
Book a 15-minute Property Game Plan.

Pattern-Interrupt Ad / Reel Formula

Start with a familiar real estate problem.
Introduce a surprising contradiction or visual.
Teach one useful idea.
Make the next action tiny and easy.

Hook: The cheapest townhouse is not always the best deal. Body: Two units can have similar square footage, but one has awkward stairs, poor exposure, no usable outdoor space and weak storage. The other may live much better and hold stronger resale appeal. CTA: Send me the floor plan and I’ll tell you what I would check first.

Ads & Lead Magnets

Lead magnets should create better conversations, not only cheaper leads.

Recommended Lead Magnets

Audience	Offer	Hook	CTA
Sellers	Seller Renovation & Value Review	The most expensive pre-listing renovation may be the one you never needed.	Review My Home & Options
Buyers	Buyer Money-Pit Prevention Checklist	A beautiful kitchen can hide a costly house.	Get The Checklist
Pre-Con Buyers	Pre-Construction Project Comparison	Before you choose a project, compare layout, parking, deposits and resale.	Compare My Options
Investors	True Cost Investment Worksheet	Purchase price is only the first number.	Analyze A Property
Downsizers	Right-Size Home Review	Downsizing is not just smaller. It has to work better.	Plan My Next Move

Google Business / Search Headlines

Oakville REALTOR® With Construction Experience
Buy Smarter In Halton & West GTA
Pre-Construction Townhomes GTA
Home Value & Renovation Advice
Find The Right Townhouse Or Condo
Real Estate Advice Beyond The Listing
Before You Renovate To Sell
Avoid Costly Home-Buying Mistakes

Ad Descriptions

REALTOR® with construction experience helping buyers, sellers and investors compare property condition, layout, renovation costs and long-term value.

Looking at pre-construction? Compare pricing, layouts, deposits, parking, occupancy and resale potential before choosing a project.

Thinking of selling? Before spending money on renovations, review which improvements may help and which may not return enough value.

Funnel Strategy

One campaign should have one audience, one problem, one offer, one landing page, one follow-up sequence and one KPI.

Priority Funnels

Funnel	Purpose	First Metric
Seller Renovation & Value Review	Attract homeowners considering selling in the next 12 months.	Held consultations with defined timelines.
Buyer Money-Pit Prevention	Attract buyers who value construction insight and risk reduction.	Buyer strategy calls booked.
Pre-Construction Comparison	Turn project registrations into qualified conversations.	Meaningful response rate and worksheet-ready leads.
Investor True Cost Analysis	Attract investors who need deal screening and renovation/cash-flow logic.	Properties analyzed and investor calls booked.

90-Day Implementation Plan

Period	Focus	Definition Of Done
Days 1-10	Foundation: CRM stages, offers, consent text and response ownership.	One lead destination and one owner.
Days 11-20	Build landing pages, thank-you pages, calendar, tracking and immediate SMS/email.	End-to-end test completed.
Days 21-30	Pilot with sphere, organic social and one open-house QR flow.	10-20 real conversations.
Days 31-45	Refine questions, drop-off points, appointment quality, forms and FAQ.	Conversion friction reduced.
Days 46-60	Build nurture sequence and monthly newsletter.	No lead without a next action.
Days 61-75	Add downsizing or pre-construction funnel and publish local area pages.	Third segment live.
Days 76-90	Test retargeting/local ads and document weekly KPI review.	Appointments repeat predictably.

Weekly Operating Rhythm

Day	Focus	Non-Negotiable Output
Monday	Pipeline review	Every active lead has a next action and date.
Tuesday	Seller value	Calls, CMAs, renovation/value content.
Wednesday	Buyer opportunities	Property matching and contractor’s-eye content.
Thursday	Nurture	Sphere check-ins, old-lead reactivation and newsletter.
Friday	Measure and improve	Review funnel metrics, lost reasons and next week’s campaign.
Daily	Two response blocks	New inquiries first; overdue follow-up second.

CRM, Dashboard & Automation

The CRM should tell you exactly who needs what next. No lead should sit without a next action.

Pipeline Stages

New Lead
Attempting Contact
Connected
Discovery Started
Qualified
Appointment Set
Active Search / Active Campaign
Nurture / Not Ready
Closed / Lost / Do Not Contact

Lead Status & Script Matching

Status	Use
New Lead	Immediate response, one discovery question.
Attempting Contact	Missed-call text, package confirmation, easy multiple choice.
Connected	Discovery ladder, advisor positioning.
Qualified	Recommendation, Property Game Plan appointment.
Appointment Set	Confirmation and preparation message.
Not Ready	Long-term nurture.
No Response	Day 1-14 sequence, then close loop.
Old Lead	Reactivation.
Investor	True-cost and cash-flow framework.
Pre-Con Buyer	Project comparison and VIP/allocation scripts.

Minimum Viable Tech Stack

Layer	Job	Rule
Website / landing pages	Focused offer pages, thank-you pages, mobile speed, tracking.	One page per campaign.
CRM	Pipeline, tags, tasks, consent, source and next action.	Single source of truth.
Forms	Conditional questions and source capture.	Short and mobile-friendly.
Calendar	Two meeting types with reminders.	Property Game Plan / Home Review.
Email / SMS	Immediate acknowledgement and permission-based nurture.	Templates plus personal replies.
Phone	Tracked calls, voicemail and outcome notes.	Call from a recognizable local number.
Analytics	Form, booked call, held appointment and source.	Weekly scorecard.

Automation Boundaries

Automate acknowledgements, reminders, task creation, tagging and non-sensitive content delivery.
Keep pricing advice, property-condition opinions, renovation estimates and negotiation guidance personal and contextual.
Never let an automated message pretend to be a fresh personal observation.
Stop or change sequences immediately when a person replies, opts out or changes timing.

Study Notes

How to practice until the scripts become natural.

Daily Practice

Read one script out loud twice.
Rewrite it in your own words without changing the purpose.
Practice one shorter version for SMS and one warmer version for a call.
Ask: what is the one next question this script is trying to earn?
Record which version feels natural and improve it.

Script Command System

PRECON-01 SMS - return the short SMS version.
PRECON-01 conversational - return the warmer version.
PRECON-01 email - return the full version.
PRECON-01 warmer - keep the intent but make it friendlier.
PRECON-01 stronger CTA - improve conversion.
INVESTOR-03 Halton bungalow - adapt the cash-flow script to a Halton multi-unit bungalow.
BUYER-02 fixer-upper - adapt construction positioning to a renovation buyer.

Communication Rules

Do

Use the lead’s first name.
Introduce Yovan + Royal LePage Pinnacle early.
Ask one question at a time.
Make questions easy to answer.
Use multiple-choice replies when useful.
Give professional insight before requesting an appointment.
Reference the lead’s previous answer in the next message.

Do Not

Send five questions in one message.
Keep asking “Are you still interested?”
Send every brochure you have.
Lead with “When can we talk?”
Immediately ask for mortgage pre-approval.
Send repeated generic “just following up” messages.
Create artificial urgency.

Compliance Checklist

Operational reminders only. Confirm final campaigns with brokerage policy and applicable rules.

Identify Yovan Gabric and Royal LePage Pinnacle clearly in advertising and landing pages.
Keep claims current, clear, accurate and verifiable.
Verify builder pricing, incentives, inventory, HST treatment, assignment terms and occupancy before quoting.
Obtain required consent before advertising sold properties, testimonials, client details or third-party listings.
For commercial electronic messages, record consent basis, identify sender and provide an unsubscribe mechanism where required.
Use clear form expectation language explaining why contact information is collected.
Respect do-not-contact and unsubscribe requests across email, SMS and manual call lists.
Have brokerage review campaigns using guarantees, rankings, superlatives, incentives or another agent’s listing.

Suggested Form Expectation Text

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