the end of the year and you’re likely going through a few of your
typical outreach activities -- sending out calendar magnets, holiday
cards or setting up your email action plans. Why not spend a few extra
minutes making these activities really count.
we offer five ways to go just a bit above and beyond when it comes to
your end-of-year outreach and business planning. We guarantee that if
you put in just a little more effort, you’ll quickly learn who’s looking
to buy and sell amidst the contacts in your area and sphere!
1. Set clients up for tax day success
Now that you can easily access your clients’ Closing Disclosure,
be sure to contact your 2016 clients to let them know that you’ll be
sending over a copy they can use when they file their taxes. But instead
of just sending it solo, try making a bigger impact with a small
off the CD in person with a bottle of champagne they can drink when
their taxes are complete. If you’re not sure champagne would be
appreciated, you could instead bring a wreath or poinsettia. If your
former buyer clients celebrate Christmas, consider sending their CD
along with a tree ornament celebrating the first year in their new home.
our favorite budget option, and a more expensive customized option. If you need an ornament yesterday, let Amazon Prime rescue you.
2. Send personalized holiday greetings
real estate businesses send out casual holiday cards either thanking
their clients for their business, or wishing sphere contacts a happy and
prosperous new year. But here’s the $10 million dollar question: Do you
use a printed signature, handwrite your signature… or do you take it to
the next level by writing a quick note to each person receiving your
okay if you’re guilty of a simple signature. We’re all busy and time is
precious. At the very least, be sure to separate out this year’s
clients, and those you hope to be a client in 2017, and write them a
quick greeting. These people represent your best chance for future
referrals and business so it’s important not to treat them like they are
one of hundreds.
Pssssst. If you’re super busy, you can also look into holiday card options with digitally handwritten greetings. Our SmartTargeting platform
puts this technology to use for real estate agents who are sending
prospecting letters. We can report that most agents report higher
response rates and engagement when they include a “handwritten” note on
these outreach letters. If you’re not a SmartTargeting customer, we
recommend trying out Bond — right now, the company is
offering 100 free cards to new customers.
3. Going above and beyond that calendar magnet
not going to knock the refrigerator magnets — plenty of agents report
that they get business from this inexpensive annual gift. But instead of
just offering a calendar, why not also give your contacts something to
put on their calendar?
five contacts who you really want to be a client in 2017, and who you
feel are likely to transact. Instead of just sending them that Marlins
calendar, send them tickets to opening day! Again, even if you can’t
offer that kind of generosity to every contact, you can at least target
those who are most likely to offer a return on investment.
4. Firm up your CRM so your action plans matter
know, it’s tempting to just let your CRM roll into 2017 without doing
any maintenance. But what about the contacts with multiple email
addresses, the people you only have listed on Facebook, the
Parent-Teacher Association contacts you entered in your phone but never
moved into your database? There’s no better time to clean up your CRM
than right before starting a new year of action plans. Select one tech
platform or contact platform per week, then work to export contacts from
that platform and into your CRM (and don’t forget to de-dupe them!).
Remember to mine the following platforms to ensure you have a fully
Legal alert: Remember when setting up email action plans that you shouldn’t automatically set up contacts without their permission. Read CAN-SPAM rules here and make sure to only contact those who want to hear from you.
Plus, be mindful and note those who are on the National Do Not Call Registry. SmartTargeting
has partnered with Landvoice to provide phone numbers for contacts in
an agent’s sphere or farm; Landvoice provides phone numbers when
available and alerts agents which contacts on are on the registry.
5. Get your reviews under control
a deep breath and Google your name along with the keywords “Reviews” or
“rating.” Hopefully what you see is a smattering of positive reviews
from past clients, but if you are surprised to see negative reviews or
rankings on sites you didn’t even know existed, it’s time to get to
keep track of all sites where you have a review or want a review. Next,
go through your 2016 client list and direct these contacts to the exact
site URL where you’d like for them to review your services. If you had a
client with a standout experience, ask them to copy and paste their
review in a few places.
Looking for a platform that can help boost the signal on your ratings? Check out RealSatisfied,
a platform that allows you to collect feedback and reviews from
clients, then syndicate these reviews across leading real estate
Ready to hit the ground running in 2017?
five tasks will help you go above and beyond your usual end-of-year
tasks, but isn’t it also time to try something new? If you’d like to see
how SmartTargeting helps thousands of agents to predict and win
listings in their market areas and spheres,
reach out today.