How To Engage With Your CRE Clients During The Holidays
It’s the beginning of November, which means the holidays are right around the corner. While other commercial real estate brokers may be winding down for the year, you can separate yourself from the pack by going the extra mile. The holiday season is a great time to show your appreciation for your CRE clients, and make sure you stay on the top of their mind in the new year. Boost your client engagement with these tips:
Send A Holiday Gift
Everyone likes to receive a thoughtful gift and you don’t have to spend a ton of money to make a big impression. The best client gifts are unique and memorable; so, avoid generic items with your logo on them. Whether you personally deliver the gift, or have it shipped directly to your client, be sure to include a hand-written note. This small attention to detail shows that you took the time to write them a personalized message, thank them for their continued support, and wish them a happy holiday season.
Give Them A Call
In the digital age where email is king, a phone call is a nice surprise – especially when you’re not calling to discuss a deal. Most people say that their phone only rings when someone needs something urgent from them, so calling to say hello and have a friendly chat – without any other agenda – is a welcomed treat. Remember that your clients choose to work with you because they trust you and value your connection, so give them a call and let your personality shine.
Get A Head Start On The New Year
The last two weeks of December are usually pretty quiet around the office. Instead of taking extra time off, use the down time to get a head start on 2022. Get around to all those tasks that you’ve been pushing off; update your website and blog; connect with more industry professionals on social media; and make a game-plan for the new year. Since your clients will likely be a bit silent over the next couple weeks, it’s the ideal time to focus your attention on your business.
Organize Your CRM
We all know that having a commercial real estate CRM is vital to staying organized, but it’s essential that your CRM is up to date with current information about your clients, properties, and deals. Remember, having accurate information in your CRM allows you to service your clients’ needs faster – so take a little time to make sure you’re starting the new year in an organized fashion. If you have business cards laying around, send a photo of them to our back-office team so they can enter the new contacts for you. Our team is standing by and ready to help you, so you can focus on closing deals and serving your clients. If you haven’t already given your clients access to their property information within ClientLook, go ahead and get that set up as well. Your tech-savvy clients will be happy that they can access their property information anytime, anywhere.
I like to call the holiday season “separation season.” Will you be following the crowd and taking time off, or will you separate yourself from the pack by making the most out of the slow season? Show your clients that you value them, and boost engagement – your actions now may lead to additional success in the new year.
If you’re not a current ClientLook CRM subscriber, schedule a demo today to see how our commercial real estate software can help you boost client engagement and take your business to the next level. Now is the perfect time to get up and running.
Already a ClientLook subscriber? Request a free Success Audit to make sure you’re getting the most out of our features.