- (2:00) Chris starts off the call with a solid statement of empathy, relating to the client.
- Chris uses the clients name throughout the call--this helps to personalize it.
- He then goes on to dig deep into the clients concerns. "who told you ____?" "Have you spoken with ____ yet?"
- Although Chris refers to the "solutions consultant" (which would be mortgage jargon), he goes on to explain what that means. Good!
- Chris accurately foreshadows the hold time, ensuring that the client knows he is going over the notes during that time.
- Near the end of the phone call, the client's services gets spotty and he asks for Chris to call him back. Chris does a good job of verifying the phone number the client would like a call