"Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes." -Benjamin Franklin
In the fast-paced world of real estate, success is not just about acquiring new clients; it's equally crucial to nurture and sustain relationships with past clients. Staying top of mind is not only a winning strategy used by top teams, but a vital necessity in an industry where trust and credibility play pivotal roles. We understand the importance of providing real value to clients beyond transactions, and that's why we've prepared some more FREE, editable templates to make staying top of mind easier for you as we head into the new year.
According to industry standards, your database of "METs" (contacts who know, like, and trust you) should ideally be converting at around 10% annually through repeat business and referrals. To help you meet or even surpass this benchmark and solidify your position as the go-to real estate professional for your clients, we've crafted templates that you can customize and utilize to add value to your clients' lives between transactions, during tax season each year.
One effective and practical client-touch template we offer, inspired by our time working with Nichole Willey & Team, as well as a timely post in Jennie Wolek's "Your Journey with Jennie" Facebook group I scrolled past recently, is designed for sending your clients a settlement statement from the previous calendar year. Accompanied by a note or reminder to consult their tax professional about potential write-offs or tax implications associated with the transaction, this thoughtful gesture demonstrates your commitment to their well-being. It also positions you as a valuable resource beyond the confines of a property transaction.
Jennie Wolek, an esteemed real estate pro and industry educator, has praised this approach. In her words, "It's that time of year again! Here's our annual letter that goes to our closed clients from the year before. This year we've gone electronic and are emailing their closing statement. We also let them know, in our monthly newsletter, to be on the lookout for it. We also strive to get some reviews by offering up a $100 gift card giveaway for any new reviews! A simple and useful touch! Are you sending one out?”
To make your implementation of this strategy even more straightforward, we provided FREE, editable templates in both Word document and Canva versions below. Download, edit with ease, and send them to your clients this year and every year to stay top of mind.
Free, customizable Canva template pictured below:
Our mission here is not just about educating our clients about the importance of staying top of mind but about providing you with the tools you need to do it effortlessly. By offering these templates, we aim to help you exceed the 10% MET conversion rate and ensure your place as the first choice for repeat business and referrals for everyone you do business with, for life! Elevate your real estate business by showcasing your commitment to clients with our FREE, editable templates – because staying top of mind has never been this simple. Download them now and make a lasting impression on your clients year after year.
Download the Word Template by Clicking Below
Not sure how to utilize a shared Canva template? It's super easy! If you need help learning how to generate a QR code in Canva, it’s ok, shhh, don’t be shy. Here is a 2 Minute Video that explains how. You will need to generate a QR code to link to your review platform of choice for either of the template options below. A free Canva account is an easy way to accomplish this. To use the Canva template below, first be sure that you are signed into YOUR Canva account, click the Canva Template button below, and then click the “Use Template” button on the screen. This will open the template in your Canva account, and auto-save it as well. Need help? Just shoot me an email at nicolas@teamtradecraft.com.
As the owner of Tradecraft, I believe in the strength of unity within our local business ecosystem. Sharing is caring, y'all. If you ever need any help with the marketing described above or any other web, digital, print work, or anything really as relates to running a small business, we would be honored to help.
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