Get face-to-face with your clients this season! Pop-Bys are small, thoughtful gifts you deliver to your clients to show you care (oh, and remind them you’re never too busy for their referrals). Here are some ideas for this fall: Continue reading
Planning a holiday party? Holiday parties are a great way to connect with a large share of your clients at one time. It allows you to chat with each one, thank them for their business and referrals and remind them you’re never too busy for more. Since the holidays are right around the corner, now is the time to start planning, especially if you plan on hosting it at a restaurant or other venue. Often, venues begin to fill up. There may be a lot you need to get done between now and the start of the party; luckily, Referral Maker CRM has your back and will help you keep it all straight. Continue reading
This week, we’re launching the following updates to Referral Maker CRM.
Issues with special characters. You may have noticed if a special character was used in the title of an Outlook Calendar event, Referral Maker got confused and may not have imported the event. Well, we’ve fixed it! Now you can use all the special characters you wish and Referral Maker will import it as usual.
Easy-to-read transaction fields. We broke up the transaction fields into sections, making it easier to read and use.
You may have also noticed (especially if you’re a Refiner according to the Heritage Profile) that the language used in the billing and mailing address sections within your Login profile are now consistent.
We’re always working on ways to make your Referral Maker CRM experience even better! Visit ReferralMaker.com to learn more.
Now is a great time to check in with your clients, whether you’re currently working with them on a transaction or you haven’t spoken in a few months (or all year, for that matter). The autumn is an ideal time to check in with your clients, especially if you haven’t been as consistent in your communication as you should have been (no judgment, but make it a point to get back on track…and use Referral Maker CRM to help!).
Need a reason to connect?
If you work by referral, your relationships drive your business. Therefore, it’s vital to stay in touch consistently so that you’re always at the top of mind of your clients, especially the ones that are likely to refer you. You know the ones—they’ll sing your praises to everyone they know and refer you as soon as they hear or overhear that someone is thinking of buying or selling. Plus, staying in touch with your clients will provide insight into new ways to serve them. You can find out if they need the name of a reputable plumber or roofer and answer any questions they have about their home’s value. Regular communication will help you exert your expertise, show care and concern and help you maintain a high level of professionalism.
How to get in touch
Calls: The quickest way to reach out is to pick up the phone and chat with your favorite clients. Many people complain that their agent fell off the face of the earth after the transaction closed—don’t be that agent! Pick up the phone. Not sure who to call? Just look at your Referral Maker CRM Dashboard to see who’s up for the day. If you’re not sure what to say, Referral Maker CRM has tons of proven dialogues to get you warmed up.
Notes: Who doesn’t love getting mail that isn’t a mass mailing or a bill? A handwritten note is sure to make someone’s day. They’re touched that someone took the time to write a special message just to them. It only takes a few minutes to write. Break out the 50 notes that come with your Referral Maker Marketing Kit each month and get writing. If you’re stuck on what to write, go to Referral Maker for some great ideas to get started!
Pop-Bys: These are small, thoughtful tokens of appreciation that you deliver to your best clients. Don’t get caught up trying to think of just the right thing. Of course you can tailor the gift to the client if the occasion calls for it; however, universal items will also be greatly appreciated by your clients. Affix a tag, found in Referral Maker CRM, and your business card so they know who it’s from. If you’re delivering a perishable item, call first to make sure they’re home.
Coffee or lunch: Break bread with your favorite clients for an hour or so. Login to Referral Maker and see your list of A+ clients. Then, give them a call and set up a coffee or lunch date. This allows you to get face-to-face and enjoy a bit of conversation. You’ll get to know them better and let them know how much you appreciate them.
Client party: Connect with a large portion of your database at once while you take advantage of the spirit of the season. Thanksgiving and Christmas are right around the corner; what better time to host a party and thank your clients at once. If you plan on hosting a party, now is the time to start planning as venues and people’s schedules will fill up fast.
Remember, Referral Maker can help you stay in touch with your best clients. When you consistently contact your clients, you’re always sowing the seeds for more business.
When’s the last time you updated your database? Chances are, the last time you sorted and qualified your database was when you uploaded it to Referral Maker CRM. As your relationships with your clients grow and change, you may want to update how you’ve sorted them in your CRM. After all, a C client who’s sent you multiple referrals in the last year is no longer a C client; they’re an A or an A+ client. The autumn is the perfect time to scroll through Referral Maker and evaluate your clients so you can offer your clients the highest level of service. Continue reading
The final quarter of 2018 has begun. You have the opportunity to do the one thing that’ll set you apart from your competition: Start 2019 with a full pipeline of leads. How? By ramping up your lead generation! Continue reading