Wednesday, September 9th, 2009How, when and where you meet a client for the first time is a crucial turning point in ensuring your personal safety. For example, you should never, ever meet someone for the first time at a property—this leaves you vulnerable. Instead, take these 10 easy steps to help empower you:
- Make sure you are not alone in the office when meeting someone. If you are alone, call a friend or colleague before the client is due to arrive and ask them to call and check on you 15 minutes into the visit. Then call them back when the person has left your office.
- Ask every prospect or new client to stop by your office to complete a Prospect Identification Form (an example of this form is online at www.REALTOR.org/Safety), preferably in the presence of an associate.
- Use a registration book for all clients and other visitors. Be careful to make sure that everyone signs in.
- Introduce the prospect to someone in your office. A would-be assailant does not like to be noticed or receive exposure, knowing a person could pick him/her out of a police lineup.
- Get the client’s car make and license number. Check this information yourself—don’t just take their word for it. You can do this discreetly by watching them drive up, glancing out at their car, or checking it when you leave the office.
Continue reading: Your First Safety Step: Meeting a New Client
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