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Call Scripts That Get Through Gatekeepers in Commercial Real Estate

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Call Scripts That Get Through Gatekeepers in Commercial Real Estate β€” 2025 Prospecting Playbook

Call Scripts That Get Through Gatekeepers in Commercial Real Estate

Turn β€œWho’s calling?” into booked meetings with owners, asset managers, and tenants.

Introduction

Call Scripts That Get Through Gatekeepers in Commercial Real Estate focuses on respectful persistence, power positioning, and crystal-clear reasons to connect. Your job isn’t to β€œget around” receptionβ€”it’s to make their job easy: verify purpose, protect the principal’s time, and route high-value calls. These scripts and frameworks do exactly that.

Targets to aim for (first 30 days): Connect Rate β‰₯ 25% Set Meeting Rate β‰₯ 15% Average Handle Time ≀ 3:00 Follow-Up SLA < 5 minutes

Compliance reminder: identify yourself, avoid misrepresentation, honor do-not-call and opt-out requests, and follow your brokerage’s and jurisdiction’s rules.

Expanded Table of Contents

1) Why β€œCall Scripts That Get Through Gatekeepers in Commercial Real Estate” Works

  • Specificity earns trust: mention the asset/submarket and a legitimate reason to talk.
  • Choice architecture: offer two quick time slots; never ask β€œwhen works?”
  • Respect + clarity: reception protects timeβ€”make routing low-risk and high-value.

2) The 5-Step Gatekeeper Framework

StepWhat you sayWhy it works
1. Identityβ€œThis is [Name] with [Firm] in [Submarket].”Honest and clear; reduces suspicion.
2. Contextβ€œCalling about [Property/Address] regarding [TI, rollover, demand].”Signals relevance.
3. Valueβ€œWe have a 20-min update on [comp/tenant demand/offer].”Protects principal’s time.
4. Choiceβ€œToday 4–6 or Fri 10–12?”Binary options beat open-ended asks.
5. Transferβ€œHappy to holdβ€”direct line or voicemail preferred?”Removes friction for the gatekeeper.

3) Core Scripts: Reception, Assistant, and Switchboard

A) Reception (unknown owner)

β€œHi, this is [Your Name] with [Firm] in [Submarket]. 
I’m calling about [Property/Address]β€”we’re reviewing recent [tenant demand/LOI/TI comps] nearby. 
It’s a 20-minute updateβ€”does [Today 4–6] or [Fri 10–12] suit [Owner/Asset Manager’s Name] better?”

B) Executive Assistant (named principal)

β€œHi [EA Name], [Your Name] with [Firm]. 
We advise on [asset type] in [Submarket]. Two quick items for [Principal]: 
(1) [Relevant comp or rollover window], (2) a tenant match fit for [SF/spec]. 
Could we park 15 minutes [Today 4:30] or [Fri 10:30]?”

C) Switchboard (portfolio company)

β€œGood morningβ€”leasing for [Property/Address]. 
Who handles [asset/ZIP] asset management? I can hold for a transfer or take their direct line.”

4) Owner & Asset Manager Scripts

Warm Intro (referred)

β€œ[Referrer] suggested we connect. I’m [Name] with [Firm]. 
We just placed [Tenant Type] at [Nearby Asset]β€”similar specs to yours. 
If helpful, I can share demand + TI ranges. Does [Today 4–6] or [Fri 10–12] work for a quick sync?”

Cold but Specific (industrial)

β€œ[Name], I advise industrial in [Submarket]. 
We’re fielding dock-high requests 20–30k SF, 24' clear, power heavy. 
Your [Address] lines upβ€”ok to send a 2-page demand brief and walk it for 15 minutes [Today 4:30] or [Fri 10:30]?”

Owner Objection: β€œEmail me.”

β€œHappy to. I can add context in 10 minutes so it’s skimmable. 
Would [Today 4:50] or [Fri 10:40] be better for a quick walkthrough so you only read what matters?”

5) Tenant Rep & Expansion Scripts

Expansion Mapping

β€œHi [Ops/Facilities], [Name] with [Firm]. 
We’re mapping 18–25k SF with 2 dock-high and 1 grade-level near [Highway]. 
Could we block 15 minutes [Today 4–6] or [Thu 9–11] to compare two routes?”

Relocation Trigger (lease expiry)

β€œCatching you earlyβ€”most teams wish they started 9 months out. 
Two options hit your headcount + parking ratio. 
Easier if I show you in 15 minutesβ€”[Today 4:15] or [Fri 10:15]?”

6) Voicemail & SMS Templates that Get Callbacks

VOICEMAIL
β€œ[Name] with [Firm] in [Submarket]. 
20-minute update on [Property/Address]β€”tenant demand + TI comps. 
Two windows: today 4–6 or Fri 10–12. I’ll text my direct line.”

SMS (after VM)
β€œ[Name] hereβ€”quick 20-min update on [Property]. Prefer today 4–6 or Fri 10–12? Direct: [###].”

Call Scripts That Get Through Gatekeepers in Commercial Real Estate keep messages short, specific, and choice-driven.

7) Objection Handling: β€œEmail it,” β€œWe’re covered,” β€œBusy”

ObjectionYour responseWhy it works
Email itβ€œWill doβ€”10 minutes is faster than 10 pages. [Today 4:50] or [Fri 10:40] to skim together?”Positions call as time-saving.
We’re coveredβ€œUnderstood. We complement, not replaceβ€”only flag off-market fits. Park 12 minutes this week?”Non-threatening support.
Too busyβ€œTotally. 7-minute slot? If no value, I’ll wrap at 7. [Today 4:30] or [Fri 10:30]?”Lower time ask.
Not interestedβ€œFair. May I send a one-pager and check back once next lease roll hits?”Leaves door open politely.

8) Tools & Micro-Tactics (Caller ID, Cadence, CRM)

  • Use a local presence number; enable missed-call text-back.
  • Cadence: Call β†’ VM β†’ SMS β†’ Email; repeat in 5–7 days with a new angle.
  • CRM fields: asset, submarket, role, last touch, objection, next action.
  • Calendar deep links with two preset windows (?slot=today-16-18).

9) KPIs & Benchmarks to Track Weekly

Connect Rate

Live convos Γ· dials. Target β‰₯ 25%.

Set Meeting Rate

Meetings Γ· connects. Target β‰₯ 15%.

Speed-to-Follow-Up

< 5 minutes after any response.

Voicemail→Callback

Target β‰₯ 8–12% with SMS assist.

Meeting Show Rate

β‰₯ 75% with T-24/T-2 reminders.

Pipeline Created

Qualified opps by submarket/asset.

10) 30–60–90 Day Prospecting Plan

Days 1–30 (Foundation)

  1. Load target list (owners/asset managers/tenants) with direct lines.
  2. Adopt the five-step framework; write two time windows into your calendar links.
  3. Stand up CRM fields + missed-call text-back.

Days 31–60 (Momentum)

  1. Refine scripts by submarket; A/B two first lines.
  2. Publish a one-pager proof pack (case metric + comps).

Days 61–90 (Scale)

  1. Duplicate winners to adjacent submarkets; rotate first 3 seconds of voicemail.
  2. Quarterly script audit; refresh examples and metrics.

11) 25 Frequently Asked Questions

1) What is β€œCall Scripts That Get Through Gatekeepers in Commercial Real Estate”?

A set of word-for-word scripts and frameworks that help you earn transfers and book meetings with decision-makers.

2) Does this work for leasing and investment sales?

Yesβ€”swap your value line (TI, rent comps, LOIs for leasing; cap rates, rent rolls for sales).

3) How short should the opener be?

10–15 seconds with identity, context, and a clear reason to connect.

4) Why two time windows?

Binary choices convert better than open-ended scheduling.

5) Should I name the property?

Yes, when public. If sensitive, use submarket + specs.

6) How often do I follow up?

Every 5–7 days with a new angle or proof asset.

7) What if they say β€œemail it”?

Agree, then book a 10-minute skim so they only read what matters.

8) Do local numbers help?

Oftenβ€”they raise pickup and callback rates.

9) Should I leave voicemails?

Yesβ€”pair with an SMS for higher callbacks.

10) How do I avoid sounding salesy?

Lead with relevance: a comp, demand spike, or time-sensitive window.

11) What if reception insists on email only?

Send the one-pager, ask for the best decision-maker to address by name, and set a polite follow-up date.

12) How do I log objections?

Use CRM picklists: β€œcovered,” β€œbusy,” β€œemail,” β€œnot interested,” with notes.

13) What’s a good talk track for β€œwe’re covered”?

Position as complementaryβ€”only bringing net-new demand or off-market fits.

14) How do I reduce no-shows?

T-24/T-2 reminders, map pin, and easy β€œReply RESCHEDULE.”

15) What KPIs matter most?

Connect rate, set-meeting rate, voicemail→callback, and pipeline created.

16) Should I send decks?

Keep it to a two-page brief; decks reduce calls.

17) When do I ask for email?

After offering time windowsβ€”email supports, it doesn’t replace, the call.

18) Can juniors use these scripts?

Yesβ€”practice tone and pace; keep identity/context crisp.

19) How fast must I follow up after a transfer?

Immediately. If voicemail, SMS within 1–2 minutes.

20) What about regulatory concerns?

Identify yourself and firm, honor DNC/opt-out, and keep statements factual.

21) Are humor or flattery OK?

Risky. Stay professional, concise, and respectful.

22) How do I warm a truly cold list?

Send a submarket one-pager first; call referencing that asset-specific value.

23) Should I script every word?

Script the first 20 seconds; outline the rest. Sound human.

24) How do I end the call?

Confirm time, channel, and calendar invite; state what you’ll bring.

25) First step today?

Pick one submarket, load 50 contacts, practice Script A for 10 calls, and measure connects and meetings set.

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  25. 2025 cre calling playbook

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