Follow-Up & Client Care

Your success in real estate depends on follow-up and client care. In here you'll find the tools and techniques that will keep your clients coming back for more!

Client Database Template

Unsure of what you should be keeping track of for your leads and potential clients? Want to save a little time creating your own worksheet for doing that same tracking? Download and use our lead database tracking worksheet with Microsoft Excel®.

Client Communication Tool List

To follow-up and communicate effectively you need to have the right marketing pieces to deliver the message. Get our list of the top tools for client communications.

Client Appreciation Event Checklist

Remember your save the date cards and check in with your vendor! What else? Oh! Don't forget the thank you notes! We cover all of this and more in this easy-to-follow checklist for client appreciation events.

Post Closing 30-Day Follow-Up Email

Use this email to solicit feedback and testimonials from your clients 30 days post-closing.

36 Point System

Denise talks about how to create a follow-up plan that complements your business, your personality and your clients. This is where the 36 Point System enters your business toolkit.

Annual Client Review, Table of Contents

Annual Client Reviews allow you to continue building relationships with past clients by delivering a snapshot summary of their home's value. In any market, clients are hungry for information about the potential value of their home. The Annual Client Review provides that! This table of contents provides an overview of the recommended structure of the Annual Client Review.

Who's On Your Radar?

Recently, I did an exercise with a group of agents that stunned even me. I had an idea of what it would do, but the final results were amazing. I asked a group of agents to sit down with a blank piece of paper and write out every possible lead they have in their business right now. Anyone that they've remotely talked to about the buying and selling of real estate - whether it's now, six months from now, or a year from now.

Follow-Up and Client Care: Annual Client Reviews

Annual Client Reviews allow you to continue building relationships with past clients by delivering a snapshot summary of their home's value. This video in our follow-up and client communication series discusses annual client reviews, and how to implement them in your business.

Touring the Master Follow-Up Plan

The master follow-up plan will help you determine how to touch base with your database and earn 36 points per person per year - based on goals of the 36 Point System. Follow along as we take a tour of this critical follow-up and business organization tool.

How to Hold a Successful Client Appreciation Event

Client appreciation events done right are one of the most effective ways to cement your client base to you for life. Learn what client appreciation events work and which ones will always be poorly attended and how to execute an exciting and memorable event. Hear about real live events that were organized and planned by Denise and her team and hear the amazing results. Denise will show you exactly what needs to be done with checklists, plans and sample letters, invitations and collateral materials for making the event a huge success. Learn what to do before, during and after the event to keep new business coming your way. Don't even think about planning another event without hearing this CD first!

Master Follow-Up Plan

Follow-up is the single most important thing that if you do it right in your business it will always guarantee results for you. Denise talks about the history of the 36-Point System, a successful and time-proven follow-up system that she developed during her many years as an active agent.

White Paper - Creating a Database Mailer

From data and tables to content, this paper will provide you with great ideas!

The Best Way to Keep In Touch With Your Past Clients

How to follow-up without seeming contrived.

Client Survey Tool

You may think you know how you're perceived by your clients, but you may not have the full story. The Client Survey tool helps the most important person in the transaction - your client - measure your performance.

Your Most Neglected Client

I'm willing to bet it's not who you think it is. It's certainly not your "now" clients. Real estate agents are great at handling their now clients. These are the people who keep you busy all day long.

Business Boost Ep3: Your Database, Your Goldmine

You have probably heard that it is five to eight times as expensive to find a new client than it is to retain an existing or past client. Client retention and building a fan base of referring clients is one of the most important thing you need to do to build a strong business. Join Denise Lones as she provides you with an easy-to-follow system.

Powerful Annual Client Reviews

One of the most powerful marketing tools in your client care tool belt.

To Gift Or Not To Gift

Does giving gifts to clients after completing the transaction make a difference?