Zallant™Referrals, made easy.
Free workshop · 60 to 90 minutes · Non-credit
"Your first 10 clients": hands-on workshop (60 to 90 minutes)
The in-person version of the 15-minute lesson.
The longer, in-person version of the 15-minute lesson, for schools that want a full class session. The 15-minute lesson stays the default. It is non-credit professional development; CE or post-license credit is the school's choice and needs its own state filing.
Share the code outside credit class time: on the handout, in your email or after class. Some states don't allow product promotion during a credit course.
- What students need: A phone and the school's code. Laptops are optional.
- Who teaches: The school's instructor, or a guest from Zallant.
- What the school gets: This outline, the one-page handout and printed cards with the school's QR code and code.
Module 1: Your sphere is your first business (20 to 25 minutes)
- The idea: most new agents' first clients come from people they already know.
- Exercise with the student's own list: write down 20 names in 5 minutes, then circle the 10 most likely to buy, sell or know someone who will.
- Write the "I'm now licensed" note together, using the lesson's example. Ask your broker to check it before you send it.
- The message is simple: reply fast, follow up and thank people.
Module 2: From a scan to a follow-up (25 to 30 minutes, live)
- Sign up with the school code. Every student uses the same code, and the New agent starter switches on by itself. Students sign up themselves; the school never sends a list of names.
- Make your public page: add a photo, your brokerage and a short line about yourself.
- Scan your own QR code with your phone.
- Tap "Send me a practice lead" and watch the instant alert, then the thank-you email the guest would get.
- Follow up the right way: Call and Email buttons, plus Text buttons that open your own phone. Zallant itself sends no texts and makes no calls.
- Add your booking link so people can pick a time.
Module 3: Your people and reviews (10 to 15 minutes)
- Add 10 people you know: friends, family and old coworkers, from a spreadsheet or one at a time. Each one gets their own link, so anyone they send shows their name. Zallant emails them only if you tick that they agreed to your emails.
- Add your Google review link so happy clients can find your Google review page in one tap. Reviews also show on your Zallant page with their date and time. Zallant never posts reviews anywhere for you.
- Thank every referral, never reward it: no cash and no gifts. Zallant is built for thanks only. Ask your broker about RESPA and your state's rules.
Module 4: Lab and wrap-up (10 to 20 minutes)
- Finish your profile and copy your email signature with your QR link.
- Plan your first open house with the open house sign-in QR.
- Questions, then hand out the card and the one-page handout.
Say this out loud, and keep it on the card and the slide
"Zallant™ gives our students free months as part of a partnership with our school. We are not paid by Zallant."
The offer (the same for every student)
3 free months of Zallant with the school's code, the same for every student. No card is needed, nothing is charged unless the agent adds a card, and Zallant emails before the free months end. The school gets a monthly email with counts only, never names.
General information, not legal advice. Schools, trainers and agents follow their own state's rules and their broker's.