Tag Archives: calls

Get in Touch with Your Best Clients

Clever fall pop-by ideas

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.

 

5 Steps for More Effective Calls

lead generation

Even if you’ve been in the real estate business for years, there may be days when you feel nervous to call your database. As technology makes it easier to replace talking on the phone with sending emails and texts, many agents, especially younger ones, feel less comfortable calling up their clients. While connecting via text is fine if that’s what your clients prefer, it’s still important to call your clients who prefer to speak on the phone. Similarly, you may be intimidated to speak on the phone with a referral or client you don’t know very well. Here’s how to get motivated to dial when you’re anxious about picking up the phone. Continue reading

5 Ways to Touch Base with Clients This Summer

A quick phone call to a client while you're out and about will keep you in their minds.

A quick phone call to a client while you’re out and about will keep you in their minds.

 

The summer is a great time to connect with your clients. The longer days offer fun opportunities to meet up with your clients face-to-face, which is one of the best ways to connect with them. Here are a few ideas to get you started.

Host a Client Appreciation Party. A fun summer client party is often a slam dunk for real estate professionals who want to meet up with several clients at once. Invite your whole database or just your A+ and A clients—it’s up to you! Plan a fun barbeque, a beach day, a picnic in the park, etc. Client parties get you face-to-face with your clients and allow them to meet one another for a few hours of fun.

Referral Maker CRM Tip: Use the Business Mixer Template to help you plan your next Client Appreciation Party! Go the to the Marketing Tab and start your campaign today.

Deliver a Pop-By. Pop-Bys are a fun way to get face time with your clients. Bring a small gift, such as a tube of sunscreen, a potted plant or seeds, beach toys, etc., and stop by their home. Call ahead of time to make sure they’re home. Or, leave it on their doorstep and text a photo of the item to your client to let them know to look for it when they get home.

Referral Maker CRM Tip: Have you downloaded the Referral Maker® App yet? The App not only makes it easy to update your clients’ information, you can also plan your Pop-By delivery route while you’re out and about.

Write them a note. Whether you’re taking advantage of early-morning quiet time or relaxing by the pool, write a few personal notes to your favorite clients, clients you chatted with during the week or ones that you haven’t contacted in a while. They’ll be happy to hear from you and will be touched that you took the time to write them a note.

Referral Maker CRM Tip: How many notes have you written this week? See this and more on the Dashboard of Referral Maker. You’ll get a tally of how many you’ve completed so that you know how close you are to winning the day and winning the week!

Call them up. One of the fastest ways to touch base with your clients, a short phone call allows you to tell your client that you’re thinking of them, see what’s new in their lives and remind them that you’re never too busy for their referrals.

Referral Maker CRM Tip: Who should you call today? Referral Maker can tell you! Simply upload your database and Referral Maker will let you know who to contact. Access proven dialogues to help you get the conversation started!

Send them a video email. A video email is a great way to send a personal message to your clients. Update them on the local real estate market, tell them about new listings on the market or just check in to say hello.

Let Referral Maker® real estate CRM help you connect with your clients this summer. In addition to helping you plan your lead generating activities for the day and week, Referral Maker makes it easy to update your clients’ information, track your communication with them and plan your Pop-By route. Visit ReferralMaker.com to learn more and to start your 30-day free trial.

5 Ways to Provide Value to Your Clients This Summer

A personal note is a great way to provide value to your clients and let them know that you're thinking of them.

A personal note is a great way to provide value to your clients and let them know that you’re thinking of them.

Providing value is an important component of Working by Referral. When you provide value to your clients, you offer them another level of service and reinforce your role as their trusted advisor. Show your expertise and appreciation with these five ways to provide value to your clients this summer. Continue reading

Provide Value to Your Clients This Spring

The spring is a great time to provide value to your clients.

The spring is a great time to provide value to your clients.

Want to stay at the top of your clients’ minds? Three words: consistently provide value. Providing value to your clients helps you to become their trusted advocate for all things real estate. They’ll think of you when they’re buying a home, when they’re deciding to list their home and even when they’re discussing a new roof for the home they currently own. Here’s how to stay relevant and provide value to them this spring. Continue reading

3 Reasons Why the Stacking Effect Works

Leverage the stacking effect to build relationships and your business.

Leverage the stacking effect to build relationships and your business.

Working by referral is hard work. Your business relies on others to refer your great expertise and services to their family, friends and associates. This makes keeping in touch with the clients in your database essential to help your business thrive. But how can you keep in touch with your clients and run your business? The stacking effect, of course! The stacking effect is based on the principle of compounding interest.  What works for loans also works for relationships, funnily enough. Here are three reasons why: Continue reading

Your January Success Checklist

Send your marketing materials on time--Your clients look forward to receiving them!

Send your marketing materials on time–Your clients look forward to receiving them!

Get ready to thrive in 2015! The New Year provides the perfect opportunity for a fresh start. Make sure you start your year on the right foot with these six helpful tips. Continue reading

Recommit to Your Marketing in 2015

Succeed in 2015 by recommitting to your marketing.

Succeed in 2015 by recommitting to your marketing.

Make 2015 your best year ever by recommitting to your marketing! Get more out of your marketing system—and Working by Referral—with these helpful tips. Continue reading

Call Your Clients Now

Calling your clients is and important part of customer service and lead generation.

Calling your clients is and important part of customer service and lead generation.

A quality lead is only a phone call away. As a real estate professional, you spend much of your time on the phone with current clients. However, a quick call to your past clients can help you plant the seeds for future referrals. Here are three reasons to hop on the phone and call your clients. Continue reading

How to Build Your Relationships with Your Top Clients

A phone call is a great way to connect with your clients.

A phone call is a great way to connect with your clients.

When you work by referral, building relationships with your clients becomes a top priority. After all, they’re the ones who will sing your praises to the people they know, and refer you in an instant. If you want to grow and improve your relationships with your clients—especially your top ones—it’s important to get face-to-face and voice-to-voice with them. In addition to providing value, frequent communication reassures them that you’re looking out for their best interests, whether you’re currently working with them or not. Not only does it make you appear more professional, it also allows you to show concern for your clients while showing off your mad real estate skills. Here are five ways to get face time with your clients. Continue reading