Refresh Your Database

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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

Get Back on Track this Fall

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We’ve almost reached the fourth quarter of the year. Be honest: how close are you to achieving your 2018 goals? If you said you’re on track to reach and even exceed those goals, congratulations! Keep up the good work! If you’ve fallen off-track, don’t worry; you still have three months to catch up and reach your goals. Here’s how: Continue reading

How to Write a Personal Note

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Personal notes are a simple, heartfelt way to connect with your clients; however, many agents make every excuse possible to avoid writing them. “I don’t know what to say!”  or “My handwriting is totally illegible,” they complain. They work themselves up with anxiety over what they’re client will think. In reality, their client will be happily surprised to receive such a thoughtful piece of mail. Continue reading

Connect with Your Best Clients with Referral Maker CRM

get face to face with your clients

When you work by referral, your clients are your primary source of leads for your business. This is why it’s so important to stay connected with your clients after the ink has dried on the contract. Just because you’re not working with them on a transaction now doesn’t mean you need to lose touch. In fact, staying in touch with them will ensure that you’re the one they think of whether they’d like to know how much their home is worth or they’d like a referral to a reputable roofer. Similarly, you’ll also be the one they think of when a friend or family member mentions they’re thinking of buying or selling a home. Continue reading

How to Build Relationships with Your Clients

talk to clients about market

Working by Referral, you have an advantage over your competition who still works transactionally; you have a database of people you enjoy working with to continue to serve after the deal has closed. The key is to continue to build the relationship after the ink is dry. Your goal is to become their go-to real estate professional—their advocate for all things real estate and the person they can trust their family and friends with. If you want to continue to build the relationship, you have to connect with them consistently, provide value and ensure you stay top of mind. Continue reading

3 Ways to Improve Your Follow-Up Game

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When you work by referral, frequent communication and follow-up is essential. However, it’s easy for this vital task to fall by the wayside when you get busy. In most markets, the summer is a busy time. The good news is, it only takes a minute to follow up. Here are some tips for improving your follow-up skills.

1. Be on time. Following up is most effective if it’s done within a particular timeframe. Do so after you’ve connected with them in person, whether it’s at a listing appointment, a meeting in your office or a phone call to check in. Send them a personal note to reassure them you’re eager to serve them and help them meet their need. This seemingly small task reinforces your character and expertise.

2. Consistency is key. Consistency lets your clients know you can rely on you. Send your marketing flyers and eReports on time each month so your clients know they can rely on hearing from you. Follow it up with a phone call, then follow the call up with a personal notes. This utilizes the stacking effect to build on your communication with your clients. Again, it reinforces who you are as a business person and shows you follow through with your promises.

3. Have trouble remembering? Keep a schedule. The task of following up tends to move to the bottom of the list when life gets hectic. Use Referral Maker CRM to help you stay on track! Once you prioritize your relationships, Referral Maker CRM will remind you to follow up and even provides the proven dialogues to help you start the conversation.

Learn more about Referral Maker CRM and how it can help you optimize your business.