Stuck in Listing Limbo? This 10-Step Pre-Meeting Process Changes Everything

No Broke Months For Salespeople

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15d ago 12:55

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In this episode, Dan Rochon breaks down the essential step-by-step process to get hired at a listing appointment before you even show up. From building certainty with sellers to the exact 10-touch pre-appointment system that builds trust, Dan shares how to turn consultations into contracts with an 85% success rate. Whether you're an experienced agent or just getting started, this process will separate you from your competition and make getting hired feel natural. Plus, hear Dan’s insights on the “Easy Exit Agreement” that builds seller confidence instantly.

What you’ll learn on this episode

Consult and Get Hired The two key objectives of every listing appointment.
Sales is a Staircase Build value step by step so that hiring you feels natural.
Pre-Appointment Certainty Create trust before meeting the seller by following a proven sequence.
The 10 Touches Use a sequence including phone calls, emails, video messages, and mailed cards to build rapport.
Video Connection Matters Sending a short intro video increases connection and likeability.
Shock and Awe Pre-Listing Packet Deliver a physical pre-listing packet to demonstrate professionalism and stand out.
Easy Exit Listing Agreement Offering this removes seller hesitation and demonstrates confidence.
CPI Framework Teach and follow the CPI method to systematize sales success.
Use DISC Wisely Tailor your approach and understand your client better through behavioral profiling.
You Can Be Fired And That’s Okay Giving sellers permission to cancel creates trust and attracts ideal clients.

Want Sellers to Choose You Before You Even Arrive?

The Teach to Sell methodology isn’t about pressure—it’s about creating so much value and certainty that clients want to work with you before the pitch even begins. If you want to turn consultations into contracts and stand out from the competition without sounding salesy, this book is your blueprint.

👉 Preorder now: https://www.nobrokemonths.com/teach-to-sell-preorder

Resources mentioned in this episode

YouTube Channel Greetings Virginia: Weekly videos for clients, referrals, and seller education.
Easy Exit Listing Agreement: A contract that lets sellers fire their agent any time with no penalty used to build trust up front.
Shock & Awe Pre-Listing Packet: Includes the 193-step plan, brochure, thank-you letter, and value-building material to deliver before the appointment.

To find out more about Dan Rochon and the CPI Community, you can check these links:

Website: No Broke Months
Podcast: No Broke Months for Salespeople Podcast
Instagram: @donrochonx
Facebook: Dan Rochon
LinkedIn: Dan Rochon
Teach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

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