Tag Archives: client appreciation

How to Use RMCRM to Plan Your Holiday Client Party

Client Christmas party

Holiday client parties are a great way to connect with your clients during the most social time of the year. Now is the time to start planning, especially if you want to host a sizable fête somewhere that isn’t your home. Places such as conference rooms, halls and restaurants begin booking up as the holidays approach as do caterers and party planners, so reserving and booking now will ensure you get your top choices. Planning a party can be stressful, but don’t worry: Referral Maker® CRM has you covered! Continue reading

How to Ensure Your Clients Read the eReport

Sending email

The eReport is an important part of the Referral Maker Marketing System. Each month, you send the eReport, which is designed to complement the monthly Marketing Flyer and keep you in the minds of your clients. According to the latest NAR report, email continues to be the preferred method of communication with current, past and potential clients for most agents.* Help your eReport stand out among the other email your clients receive in their inboxes. Continue reading

5 Ways to Say “Thanks” to Your Best Clients for Referrals

Taking your best clients to lunch is a great way to say “Thank you” for referrals.


Today is Thanksgiving in Canada, a day to express gratitude and appreciation for what we have. Although we don’t celebrate Thanksgiving in the United States until next month, it’s still a good time to start thinking about those clients who have given us referrals, especially multiple referrals, in the past year. When you work by referral, the referrals given by your clients are the bread-and-butter of your business—they help you to thrive and reach your goals. To show your appreciation, and to encourage more referrals, it’s important to express your gratitude. Continue reading