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The Upper Hand

By
Services for Real Estate Pros with NM Notary Loan Signing Agent

Setting Appointments Successfully

According to scholars, there was a simple game of chance in ancient times where each player took a turn grabbing a stick, one hand above the next. The last person able to grab the stick was the winner; they had the "upper hand."

That phrase has survived for hundreds of years, with the first figurative usages appearing in the late 1400s. It is now synonymous with having the advantage over someone else. In a game of chance, the "upper hand" is determined randomly. But in business relationships, as in life, we can seize the "upper hand" with wise actions. While we tend to associate the phrase with someone being exploitative or domineering, you can also use the "upper hand" to be gracious and to better serve your clients.

One of the easiest times to do this is when setting appointments. In our efforts to be serviceable or gracious, we can mistakenly appear unoccupied, and perhaps even desperate. Saying, "I'm free ANYTIME!" smacks of such desperation. Instead, try the following:

Suggest the time yourself.
You can still be flexible, perhaps offering more than one time to give them a choice. If none of these times work, then you can ask them to suggest a time.

Show them your calendar.
Of course, if you have limited openings, it shows how busy you are. This translates into "successful" in the minds of your clients. This is assuming your schedule is fairly occupied.

Follow up.
There's a reason your doctor's office calls and sends reminder post cards before your appointment - they want to make sure you show up! Why shouldn't your time be respected as much as your doctor's time?

By practicing these techniques, I believe you'll find it easier to steer the relationship in a friendly, non-offensive way. Most importantly, it allows them to make a choice or decision, and thus feel that they are sharing control of the relationship.

I hope these strategies help you keep the upper hand in your business relationships, and
better serve your clientele.

KC Coonc
Windermere Real Estate/Whatcom, Inc. - Bellingham, WA
Bellingham Commercial Real Estate
Good call! I always make a follow up call the day before the appointment. Nothing is worse than getting stood up because your client  "forgot". 
Oct 05, 2007 06:13 AM
Ginger Magoon
Remax - Bryan College Station - College Station, TX
Bryan, College Station Texas Real Estate
Good practice to live by.....  Call before the appt
Oct 05, 2007 06:17 AM
The All Pro Team
EXIT Realty Leaders - Crystal River, FL
Great ideas!!  I agree I never tell them I am available anytime, even if I have a free day I never let them know, then they will think you are always available.
Oct 05, 2007 06:21 AM
Margaret O'Daniel
NM Notary Loan Signing Agent - Albuquerque, NM

KC-I hate it when they forget and plan something else.  It leaves me wide open and can't make money.

Ginger-I always confirm and appointment. 

The All Pro Team--I agree with you totally

Thanks for the comments and have a great day! 

Oct 05, 2007 06:46 AM
Rev Anthony Myers
The Roaming Notary / OfficiantsOnline.com - Lakeland, FL

I agree. I always confirm the appointment when I get the assignment and then do a follow-up call just before the assignment itself (if there is an open time period between the two). It doesn't do me much good to just travel to the location only to find out the borrower had a last minute emergency or something else came up and they had to leave (and of course, forgot to contact me).

Saves me wasted time and gas money.

 

Oct 06, 2007 02:18 AM
Find a Notary Public needAnotary
QEC Internet Services - Long Beach, CA

Solid advice!  All these ideas will build repeat business and not one time wonders.  Keep up thr quality posts.  A little planning can go a long way.

Internet Marketing Technologist

Oct 18, 2007 08:29 PM
Margaret O'Daniel
NM Notary Loan Signing Agent - Albuquerque, NM
Thanks for the Input Anthony.  Always a good idea to confirm and do a follow call.
Oct 19, 2007 06:26 AM
Margaret O'Daniel
NM Notary Loan Signing Agent - Albuquerque, NM
Ntsike-Seems like something we all learned when we first started, sometimes a good idea to go back and touch base with old school ideas that we know work.  Thanks for the encouragement and a great comment!
Oct 19, 2007 06:29 AM