How to Use Referral Maker CRM to Plan Your Next Client Party

Client parties are a great way to connect with your clients.

Client parties are a great way to connect with your clients.

If you’re thinking of hosting a client party this upcoming holiday season, now is the time to start planning. There’s so much do! You have to thinking of a theme, create your guest list, decide what to serve and so much more. Let Referral Maker® real estate CRM help you keep it all straight.

Plan it. Log into Referral Maker and create a new marketing campaign for your party. Go to the Marketing tab and click on the Business Mixer Template to create a new campaign. Add a title, description and date of the event and Referral Maker will generate a to-do list of activities to complete before the event.

Follow the list. When do you need to send your invitations? When should you send an email reminder? Let Referral Maker help! Once you set a date, Referral Maker gives you a start date and due date for each task.

Invite your best clients. No need to stress out about the guest list. Referral Maker will make sure that you invite your favorite folks.  Once you’ve created your campaign, you can add your relationships to it Invite all of your clients or just your A+ clients—either way, Referral Maker has you covered. If you want to invite a client who may not be a top referrer, but is an all-around blast to be around, you can add them to your campaign separately.

Never forget a follow-up. Thanking your guests for coming to your party is more than excellent manners; it’s great for business and essential for building relationships. Referral Maker will remind you to call your guests after the event or send them a personal note to thank them and follow up.

Referral Maker CRM was designed to help real estate professionals and others business pros build the relationships they need to work by referral. Not using Referral Maker CRM? What are you waiting for? Manage your relationships, optimize your lead generation and take charge of your business! Visit for more information and to start your 30-day free trial.

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