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THE SALES AND MARKETING BUSINESS SUPPORT TOOL KIT: FOLLOW-UP:
CREATING CUSTOMERS FOR LIFE

 
Developing A Follow-Up System

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Post Closing Strategies

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Improving Customer Satisfaction
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Building Referrals
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Bright Ideas: Customers for Life
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Customers for Life
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  "The closing is misnamed," says Jim Pugliese, Jim Pugliese Seminars, Guilderland, N.Y. "It's really the opening of the relationship.” By investing a little regular time and effort to stay in touch with past customers, you can build a steady flow of referrals that will boost your income.

DEVELOPING A FOLLOW-UP SYSTEM

A good referral follow-up system combines occasional phone calls or visits with systematic use of other marketing vehicles, such as newsletters, postcards, e-mail, cards, and occasional small gifts.

6 Qualities Every Follow-Up System Needs

1. Organization. Create an electronic or manual tickler file to help you stay in touch. Add information on a client as soon as the listing or buyers’ agency agreement is signed. Key dates should include closing date, move-in date, family birthdays, wedding anniversary, and last contact date. Review files yearly to keep data up-to-date.

2. Originality. Help yourself stand out in the junk-mail jungle. An innovative reminder idea is to tie a contact to some date related to person’s hobby or a date of past success. For example, send a yearly card reminding the golfer about the day he shot a hole in one; the day the client’s daughter won at the school track meet; or the date of the Kentucky Derby for a horse racing fan will set you apart from the usual holiday barrage.

3. Frequency. Surveys show that the most common reason people don’t list or buy using a salesperson they've used in the past is that they can’t remember the name. Ideally, you should contact every past client four times a year. If clients haven’t heard from you in six months, it’s safe to assume that you’re off their radar screen.

4. Timeliness. Set up your tickler file so that your February contact dates are in the January folder, the March dates are in the February folder, and so forth. This helps ensure that you get an early start. Cards should be mailed two weeks prior to the actual event date.

5. Consistency. Be sure that all your correspondence with past clients and customers uses your personal marketing theme
and contains your contact information.

6. Longevity. Take a long-range view of building referral business. Continue to send contacts information as long as their addresses remain valid.

Keep It Legal
The cold-calling activities of real estate professionals need to comply with the requirements of the new National Do-Not-Call Registry after Oct. 1, 2003. Click here to learn more about the registry. If you are unsure about how the new rules will impact your telemarketing activities, it is recommended that you consult with your attorney before taking any action.


For A Dozen Ways to Stay in Touch After Closing >