Tag Archives: notes

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 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

5 Reasons Get Face-to-Face with Your Clients

In order to build your relationships with your best clients, it's important to get face-to-face.

In order to build your relationships with your best clients, it’s important to get face-to-face.

Although technology makes it easier for us to get in touch with our clients, it’s also made the process much less personal. Sure, there are times when an email or text trumps a letter in terms of efficiency; however, if you want to build relationships, personal contact is essential. That means getting face-to-face and voice-to-voice with your clients and adding that personal touch. Here are five reasons to get personal with your clients. Continue reading

5 Things We Learned from Brian Buffini’s Success Tour New York City

If you missed Brian Buffini's Success Tour when it stopped in New York City last week, you have one more opportunity to see it this year when it ends the year in Toronto.

If you missed Brian Buffini’s Success Tour when it stopped in New York City last week, you have one more opportunity to see it this year when it ends the year in Toronto.

If you attended Brian Buffini’s Success Tour in New York City, you left empowered with the tools, knowledge and motivation necessary to build a stronger real estate business. More than just another real estate event, the Success Tour dropped knowledge along with a heaping helping of inspiration sure to provide you with that proverbial kick in the tookis that we all need from time to time. Continue reading

Attended Brian Buffini’s Success Tour? Here’s Your Post-BBST Checklist

Don't just sit there; get started!

Don’t just sit there; get started!

Now that you’re fired up to succeed, you’re eager to take what you’ve learned at Brian Buffini’s Success Tour in New York City and apply it to your business. The best time to transform your business is now, while you’re riding high on inspiration from Brian, Joe Niego and special guest Rudy Giuliani. Waiting to integrate the changes into your business may cause you to lose motivation to do it at all. Don’t let your business stagnate—put what you learned into action!

Continue reading

3 Ways to Start 2014 Strong

Although you may have met your goals this year, it’s not the time to take a break from lead generation…yet. Now is the time to lay the foundation for a fantastic 2014. Luckily, the social nature of the holiday season makes a fun time to reconnect with your clients and show them that you’re happy to be their trusted real estate agent. Here are three ways to set yourself up for a strong start in 2014. Continue reading