deerpathcompany.com/newsletterDeerpath Co. newsletter
Three ways to use voice away from the desk.
A financial planner, after a client meeting
An insurance broker, replying to a client
A real estate agent, on a dog walk
"ok so the Hendersons, they're good with the new plan, um, they want to bump up the 401(k) contribution, send them the Roth conversion summary, and book the annual review for March"
"reply to Dana, tell her thanks for waiting, the new quote came back a little higher, uh, but it adds roadside and rental car coverage, and I can walk her through it Thursday"
Draft replyHi Dana, thanks for waiting. The new quote came back a little higher, but it adds roadside and rental car coverage. Happy to walk you through it Thursday.
"ideas for the Maple Ave listing, lead with the big backyard, um, open house the first weekend, and maybe a quick walkthrough video for Instagram"
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