How to Set Up Buyer and Seller Appointments That Convert

Most agents scramble to impress sellers at the appointment. But what if the sale already happened before you walked through the door? In this episode, Dan Rochon breaks down the exact 9-step process to pre-sell yourself so powerfully that the only two things left at the appointment are to consult and get hired. Learn how to structure your time like a business owner, establish credibility before you arrive, and use Teach to Sell to close more listings without chasing.

What you’ll learn on this episode

• Why your calendar is your business plan
• The exact 9 steps to implement before a listing appointment
• How to create a parasocial relationship that gets you hired 85% of the time
• What most agents get wrong about “buyer paperwork”
• Why your job isn’t to pitch—it’s to consult and get hired

Resources mentioned in this episode

• Teach to Sell – Dan Rochon’s upcoming book on influence without selling.
• Calendar Strategy Overview – Learn how Dan color-codes time off, lead gen, and appointments
• Handwritten Note Template – Short message format to boost pre-appointment rapport
• Buyer Consultation Script – The exact words Dan uses to set expectations and build trust
• Pre-Listing Packet Example – Physical packet delivered to the doorstep that increases conversion
• 9-Step Pre-Appointment Process PDF – All steps mapped out for agents to copy

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