Relocation lead welcome for families moving to Ontario.
A family moving from Calgary for a new job in Waterloo asks for your help, and they can only visit for one weekend before the move. Your relocation lead welcome should make them feel looked after from a distance and turn that weekend into a well-planned trip.
The goalLearn their move date, work location and priorities, and book a video call before the trip.
Today
Hi [First name], it's [Your name] with [Brokerage]. I just emailed you about your move to [City]. Text me anytime on this number, whatever your time zone. Happy to set up a video call this week. [Your name], [Brokerage]
When to send what
- Email
A warm welcome and three questions.
- Text
A short note with your direct line.
- Call
A video or phone call to plan areas and budget.
- Email
The visit plan with areas and showings.
01The scripts
Pick the moment. Copy the words.
- From
- You, from your own inbox
- Subject
- Welcome to [City]: let's plan your move
Hi [First name], it's [Your name] with [Brokerage]. I just emailed you about your move to [City]. Text me anytime on this number, whatever your time zone. Happy to set up a video call this week. [Your name], [Brokerage]
- YouGreat to finally talk, [First name]. How's the move feeling?
- ClientOverwhelming. We don't know the area at all.
- YouThat's normal. Let's start with the job. Where's the office?
- ClientNear uptown Waterloo.
- YouThen three areas make sense for a short commute: [Area 1], [Area 2] and [Area 3]. Would your kids walk to school or take a bus?
- ClientWalk, ideally.
- YouGood, that narrows it. I'll send a video tour of each area and a plan for your weekend visit.
- From
- You, from your own inbox
- Subject
- Your weekend in [City]: the plan
02Variations
When the moment is a little different.
Newcomer to Canada
Hi [First name], welcome to Canada! Buying here may work a little differently from what you know. I'm happy to walk you through each step on a call, at your pace. When suits you? [Your name], [Brokerage]
Renting first, buying later
Hi [First name], many families rent for a few months before buying so they can learn the area. If that suits you, I can find a rental near [Work location] now and look at homes once you're settled. [Your name], [Brokerage]
Family more at ease in another language
Hi [First name], if anyone in the family is more comfortable in [Language], just say so. Calls to my office line can be answered in [Language] too, so the details come through clearly. [Your name], [Brokerage]
Do
- Start with their work location and move date.
- Describe neighbourhoods in commute times, not just names.
- Use video calls and video tours before the trip.
- Plan the visit weekend down to the hour.
Avoid
- Send fifty homes before you know the commute.
- Assume they know local terms like GO station or semi.
- Pack the visit with more showings than anyone can remember.
- Wait for them to arrive before you start helping.
With Tanero
Or say it once. ORBIT sends it.
Families moving to Ontario call at odd hours, sometimes in more than one language. ORBIT answers your Tanero number in 100+ languages, learns the move date, work location and must-haves, and books a video call with you inside your hours. It sends the welcome email from your own Gmail or Outlook and texts from your number between steps. In Approval mode, the default, what it drafts on its own waits for your OK.
Email the Lindqvist family a welcome to Waterloo, ask about their move date and commute, and book a video call with me this week.
ORBIT is working on it
Questions
Before you send it.
What should a relocation lead welcome cover?
A warm hello, a few questions about work, timing and priorities, and a clear next step such as a video call. A relocation lead welcome sets the tone for a long-distance relationship, so make it personal.
How do I help buyers who can only visit once?
Do the narrowing before they arrive: video tours, commute times and a short list. Then plan the weekend so every showing is a real contender.
Should relocating families rent first?
Some prefer to rent for a few months to learn the area before buying. Offer it as an option, especially when the move date is tight.
Can ORBIT speak with family members in their language?
On calls, yes. ORBIT speaks 100+ languages on the phone and switches to the caller's language once they speak a full sentence in it.
Words are the easy part. Sending them on time is the job.
ORBIT sends the right message at the right moment, from your number and your inbox.