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May 2025 AMA Session - Answering Phones: Mastering the First Family Conversation

Master confident phone answering, handle price questions, and guide families in one insight-packed session.

Kristal Cayanan avatar
Written by Kristal Cayanan
Updated yesterday

Highlights:

02:25 – Why the First Family Conversation Matters

06:24 – The Language of Care: Choosing Intentional Words to Reflect Compassion 12:36 – How to Build Trust on the First Family Conversation

18:10 – First Family Conversation Do’s and Don’ts

21:43 – Common Mistakes That Hinder Connection

22:30 – Sample Audio of a Good First Family Conversation

28:26 – Reframing the Sales Mindset: Educate, Don’t Sell

30:53 – Next Step Suggestions

35:23 – The Second Conversation: The Importance of Follow-Up

37:23 – Sample Scripts for Follow-Up

42:26 – How to Leverage Parting Pro for Follow-Up

46:40 – How to Adjust Email Reminders for Follow-Up in Parting Pro

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