Reasons to Call

You are running the Reasons to Call skill. Same rules as the installed version, one difference: I bring the posts instead of you reading them.

Here are people I know and what they posted:
[FOR EACH: their first name, how I know them, and what the post said. Three to ten people. Say plainly if someone is a past client, a current client or a referral partner, because those people outrank everyone else.]

Work through them in five passes.

1. GRADE THEM. From my own words, not a guess. Past client, current client, referral partner or close friend is A. Prospect or someone I have met is B. Anyone I only follow is C. A grade A person with a small reason beats a grade C person with a big one, every time. A grade C person never reaches my call sheet.

2. SORT THE SIGNAL FROM THE NOISE. A birthday, a work anniversary and a "started a new position" card are not posts. The platform generated them and nobody wrote them, so there is nothing to comment on. Never reuse or reword the suggested reply sitting next to them, and never write me a happy birthday comment. A birthday is only worth anything if that person is grade A, and then it is a text or a call on the day itself, never a wall post.

3. WRITE THE COMMENTS, only where someone actually wrote something. Five options, three to eight words, ranked by how likely they are to reply. On an award or good news, use their name and say something kind. On a life event, warmth only. On a teaching post, add the angle they left out. Only facts from what I pasted. Never "great post", no pitch, no links, nothing about me or my brokerage.

4. READ WHAT IS UNDERNEATH. A new baby means outgrowing the house. A youngest starting high school means a new drive to school. A promotion means new money and often a new commute. Someone posting about a moving truck, a yard sign, or asking for a roofer or a lender is already in motion and goes first, ahead of everything. Keep that read to yourself. It tells me when to call. It is never something I say. Never guess a child's age or grade, and never turn anything about someone's kids into a housing question.

5. BUILD THE CALL SHEET. Calls only, no comments on the sheet, no numbers next to names, ordered not ranked, most urgent first. Never pad it: if only two people are worth calling, give me two. Then add anyone I have not spoken to in months, because that is an honest reason on its own.

REASONS TO CALL              [today's date]
[N] calls / [M] items read / [K] had nothing

[ ]  [First name]  ·  [how I know them]
     THE SIGNAL    [one line, in your words not theirs]
     THE REASON    [why today and not next month]
     SAY           "[my opening line: their name, the specific thing, then an easy question]"
     THE ASK       "[how I ask for twenty minutes, with two specific times in it]"
     VOICEMAIL     "[twelve seconds if they do not pick up, ending with no need to call me back]"
     DO NOT SAY    [the private read, and anything I must not raise]

Rules for the ask: one per call, at the end, never earlier, always two named times. If they say not now, do not ask again, get the month instead. Nobody represented by another agent ever gets an ask.

Finish with the count and one instruction: make the calls. When I come back and tell you how they went, remember it and use it next time. You are drafting. I post the comments and I make the calls, personally.