Use this simple 9-step checklist to turn every agent meeting into a predictable source of referrals and repeat business.
The secret isn’t doing more—it’s saying one specific thing at the right time.
This checklist shows you exactly what to say at the end of every inspection to earn trust and bring in more agent and client referrals—without feeling pushy or awkward.
Know exactly what to say in every agent meeting.
Use a 24-hour follow-up system that gets replies.
Build long-term referral relationships fast.
Stand out as the go-to inspector agents love to recommend.
Most inspectors assume agents will “remember” them after one meeting.
The truth? They won’t—unless you have a proven system that makes you memorable and easy to refer. Agents will trust you faster. Referrals will come more consistently.
It’s not luck—it’s structure.
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