Tuesday, May 14, 2024

customer relationships

    Your primary job is over when you all shake hands at the closing table. Sure, you need to update your buyer’s or seller’s info in your CRM so you can keep in touch, but, at closing, you drive away feeling good about a job well done.

    Your client, on the other hand, has the crummiest task of all looming in the near future: moving.

    We know many agents who feel their job doesn’t end at closing. Sure, some of them offer the use of a moving truck. But there are other, less expensive, and just as impressive ways to show your client’s real customer service.

    Let’s dive into some of the less-pricey services that agents have passed on to us that not only will help make you unforgettable but also get you more referrals.

    Offer to take on the small stuff

    If you have an assistant, this one is for you. Offer a concierge service that includes ensuring the utilities at the old home are turned off and turned on at the new home.

    Other services you can offer include:

    • Pet licensing and updating of the address on the microchip.
    • Canceling services, such as pool cleaning and maintenance, landscaping, housekeeping, pest control, etc.
    • Having cable or satellite service transferred to the new home.
    Give them peace of mind

    Offer to change the locks on the new home and install a smart lock. 

    This is a task that movers often neglect, and you’re installing your closing gift simultaneously.  It’s a two-fer.

    Consider a Ring (or other brand) video doorbell camera if it’s in your budget.


    The Real Estate Times Series is shown above. To see more, Click Here.

    Get-acquainted-with-the-neighborhood list

    Here is another job for an assistant. Have him or her research your client’s new neighborhood for points of interest and everyday services. 

    Do some sleuthing on Yelp.com to find the best-rated:

    • Parks
    • Restaurants
    • Drycleaner
    • Hairstylist
    • Handyman or handywoman
    • Landscaper
    • Pool Service
    • Doctor
    • Dentist
    • Veterinarian 

    Then, make a list with the company’s website URL, phone number, and address.

    Boxes, boxes, boxes

    It’s the one thing most people don’t seem to have enough of when they’re moving. If you have the money, consider purchasing moving boxes emblazoned with your branding.

    Let clients know before closing that they won’t need to haunt the local grocery store for boxes because you have some for them.

    The essentials basket

    Create a basket with any combination of the following,

    • Grubhub, or Uber Eats gift card (so they don’t have to drag out the pots and pans to make dinner)
    • Trash bags
    • Toilet paper – you’ll need it eventually, better to grab it sooner than later
    • Paper towels
    • Light bulbs 
    • Cleaning products, sponges, and a scrub brush
    • Bottled water
    • Snacks
    • Anything else you can think of that they may need upon arrival in the new home
    Hire some help

    It’s typically that first day in the home, with no furniture present, that new homeowners find something wrong. Whether it’s something aesthetic or non-functional, they want it fixed.

    Offer an hour or two of handyman or woman service to your clients so they can get fixed, eventually driving them nuts.

    Or, consider offering a professional cleaning the day before your clients move in. The home should be broom swept so there shouldn’t be too much cleaning left.

    Customer service after the sale is the most impressive of all. Find a way to help your clients move, and they’ll remember you.


    PLUS: When you have time…below are some marketing tools to help support your success.

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    2. The Free 6-Month Done-For-You Strategic Marketing Plan

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      The bare minimum. Every profession includes those who work just hard enough to be considered “doing their job.”  Real estate is, sadly, no exception.

      It’s the “list and pray” listing agents who feel a sign in the lawn and an MLS listing is sufficient. It’s the buyers’ agent who skips the counseling and doesn’t listen to the clients’ wants and needs in a new home.

      Agents like these cast a cloud over the profession, even though the real estate industry is populated with many customer-service-oriented agents who go the extra mile with each client.

      Take a look at some ideas contributed by agents with clients who love them.

      Explain EVERYTHING

      Buyer counseling is a vital aspect of your job. Buyers who understand the process and paperwork and are aware of some of the pitfalls they may face along the way are more relaxed. They are thus easier to work with and come out of the transaction feeling positive about their agent.

      Although we rarely see this same counseling suggested for sellers, it should be.

      Explain to your buying and/or selling clients, in detail:

      • The mortgage process, start to finish, in plain English
      • The entire selling or buying process
      • The paperwork they’ll be asked to sign
      • What is expected of them during the process (sellers need to leave the home, buyers should be punctual and respectful of the sellers’ time, etc.)
      • What happens at closing

      Then, ask what they expect of you. It’s hard to go above and beyond something you aren’t aware of.

      Service add-ons to consider

      Whether your client is the buyer or seller, they’ll both face the huge task of moving. You can make it easier on them while making yourself memorable.

      There are many things you can do, including turn your assistant into a concierge-for-a-day. Some of the services he or she can provide include:

      • Ensuring the utilities are scheduled to be turned off at the old home and on at the new.
      • Cancelling landscaping, pest control, pool and housekeeping services at the old home.
      • Draw up a list of the area’s best of everything, such as park, daycare, gym, veterinarian, plumber, electrician, gardener, restaurants, handy person. Find them on Yelp.com.
      • Supplying them with moving boxes. One agent we know has the boxes printed with her branding.
      Always provide updates

      If you only handle a few transactions at a time there really is no excuse for your clients to not receive update calls from you or your transaction coordinator.

      Keep them abreast of what’s happening with the transaction. Unresponsiveness is one of the things clients most complain about.

      For agents who handle many transactions simultaneously, consider purchasing client communication software that they can log into online and follow the transaction’s progress.

      The relationship shouldn’t end at closing

      Clients also appreciate a closing folder with all of the pertinent paperwork organized inside. Sure, they’ll receive one from the lender, but yours should be different—far more user-friendly. Include the listing, all marketing materials, and all paperwork involved in the transaction.

      Finally, plan at least one annual or biennial client appreciation event to help you remain top-of-mind with former clients. Going “above and beyond” is something to which many agents merely pay lip service. Make client satisfaction your top priority for each client and enjoy the payoff: Loyal, referring, and returning clients.

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      Please reach out to our support team at 866.405.3638 with questions or if there is anything we can do to help you with your success.


      PLUS: When you have time…here are some helpful resources we’ve made available to support your success.

      1. The Free 12 Month Done-For-You Strategic Marketing Plan

      The Real Estate Marketing Planner is a powerful 12-Month-Guide that strategically defines what marketing to do when. Four key market segments are included, Niche Marketing, Get More Listings, Geographic Farming, and Sphere of Influence. –Click Here

      2. The Free Interactive Real Estate Business Plan

      The Free Interactive Real Estate Business Plan allows you to enter your business goals for this year and get a breakdown of how many prospects, listings, closing, and so on are needed to reach your goals.  – Click Here

      3. Become a Neighborhood Brand

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      4. The Free Real Estate Mailing List Guide

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      5. Become a Listing Legend Free eBook 

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      Ready to take a vertical leap in your real estate career? If you’re looking for inspiration…and the tools and methods to dominate a market and go to the top in real estate…you’ll find them in this free book. – Click Here

      6. The Free Online ROI Calculator

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