Tag Archives: Client Appreciation Parties

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.

Turn Your Friends into A+ Clients

Your running partner could be your next A+ client if you ask for a referral.

Your running partner could be your next A+ client if you ask for a referral.

Have you ever felt hurt or rejected when a friend chose another agent to help them buy or sell a home? Chances are your friend feared that he or she was taking advantage of the relationship or felt that you didn’t need their business. Your friends have the potential to become your best clients. Continue reading