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Example Scripts for Personalized Client Outreach

This article includes a video with example scripts.

Written by Erica McGarvey

Before reaching out to a client with a personalized video, preview their report and check their activity feed to understand what they've been exploring. That context is what makes these scripts feel personal rather than generic.

Learn how to send a personalized video using BombBomb or without BombBomb.


Client Exploring Their Selling Position

Use this when your activity feed shows a client has been viewing their selling potential or tuning their home value.

"Hi [First Name], I was just looking at your Homebot report and noticed you're in a high-demand market — which puts you in a really strong position if you've been thinking about selling. I wanted to walk you through what that could look like for you specifically. If you're curious, just reply to this message and I'd love to connect."


Client Who May Be Ready to Refinance

Use this when a client has been exploring the refi calculator or has a rate significantly above current market rates.

"Hi [First Name], it's [Your Name] from [Company]. I was looking at your Homebot and noticed where rates are today compared to what you're currently at — you may be in a great position to refinance. Whether that means lowering your monthly payment, shortening your loan term, or tapping into cash for other goals, I'd love to run the numbers with you. Let me know if you'd like to connect!"


Client With High Equity

Use this when a client has significant equity built up and has been active in their report.

"Hi [First Name], it's [Your Name] with [Company]. I noticed you've built up a really solid amount of equity in your home — and that kind of position opens up a lot of options. Whether you're thinking about moving, refinancing, or just want to know what your equity could do for you, I'd love to help you explore what's possible. No pressure — just here to help when you're ready. Talk soon!"


Client With a High Likely-to-Sell Score

Use this when a client has a Likely-to-Sell score of 60+ or has set a move date in their report.

"Hi [First Name], it's [Your Name] from [Company]. Hope you're doing well! I wanted to check in and see if you've been thinking about any changes with your home — like selling or exploring your next move. I've been working with a lot of homeowners in similar situations lately, and I'd love to share some insights that might be helpful for you. No pressure, just helpful info. Feel free to reply or give me a call at [phone number] — looking forward to catching up!"


Buyer Who Has Been Active in Home Search

Use this when a buyer has been saving listings, using financial calculators, or showing purchase intent in their activity feed.

"Hi [First Name], I was just looking at your Homebot and noticed you've been doing some exploring — love to see it! I wanted to jump in and offer some context on what you're seeing. If any listings have caught your eye or you have questions about affordability in a specific area, I'd love to walk through the numbers with you. Just reply here or give me a call — happy to help!"


Adding a Custom Message

Whether you're sending video through BombBomb or by email link, consider pairing your video with a short written note that sets up the context:

"Hi [First Name], I noticed [specific thing from their report] and recorded a quick personal video for you. Click below to watch and let me know if you have any questions!"


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