Client Retention
Help agents stay top-of-mind with past clients and generate repeat and referral business.
- Meeting Planning Resources
- Learning Sprints
- Guest Speaker Suggestions
- Spark Your Business Marketing Ideas
- For ready-to-use video meetings, click here.
Meeting Planning Resources
- February PowerPoint Presentation (enable editing to make changes and content to access embedded videos)
- February Google Slides Presentation
Learning Sprints
Our Learning Sprint videos (15 minutes or less) are hyper-focused on the skills agents need to succeed in real estate. Present a new lesson each week, or pick and choose the most relevant topic for your team.
Choosing a Client Appreciation Event
Discover how setting clear objectives and budgets can help you select the ideal client appreciation event to drive repeat and referral business. This learning sprint provides strategies and example events to enhance client engagement and loyalty.
Mini-Mastermind: Past Client Communication Calendar
Keeping in touch with past clients leads to repeat and referral business. During this mini-mastermind session, agents will brainstorm effective ways to stay top-of-mind with past clients throughout the year.
Exceed Your Clients’ Expectations
This learning sprint highlights multiple ways agents can make their past clients feel valued, thereby optimizing retention.
Monthly Goal Setting
Take control of your future by setting goals. This simple act keeps you motivated, accountable, and focused. When we write down goals monthly, setting and, more importantly, achieving goals becomes a habit.
Guest Speakers
Guest speakers share their industry expertise, present new perspectives, and provide useful connections. In addition, a new voice offering instruction adds value to your meetings.
Local Non-profits
- Opportunities for giving back to the community.
Event Planner
- How to plan a customer appreciation event.
Home Inspector / Home Remodeling Contractor
- Home maintenance, improvements, or renovations that agents can share in their quarterly or monthly newsletter. Newsletters with relevant content will have a longer shelf-life.
Agents or Staff
- Referral program strategies, such as loyalty programs or referral rewards, to incentivize past clients to recommend their services.
- Customer Relationship Manager (CRM): How to stay in touch with past clients and SOI; best-performing content (i.e., market updates, CMAs, newsletters, etc).
- Best practices for leveraging social media to stay connected with past clients and SOI.
- How to create memorable experiences for buyers and sellers.
Spark Your Business
End your meeting on a positive note! The Spark Your Business marketing suggestions ensure the last thing agents remember from your meeting is that you gave them a simple tool to improve their business immediately.
National Hug Your Dog Day, March, 10, 2025 (Pop By)
Popping by a past client who owns a dog with a gift bag of dog treats on National Hug Your Dog Day is a great way for an agent to stay top of mind. Associating your brand with a fun occasion can leave a positive impression and encourage future referrals. The visit can also spark conversations about real estate needs, making it friendly and strategic.
Example Gift Tag: Etsy Seller Planned Perfect Design
St. Patrick’s Day, March 17, 2025 (Mail or Pop By)
Sending instant lottery tickets to past clients for St. Patrick’s Day is a fun way for agents to stay top of mind. This thoughtful gesture shows appreciation and adds a festive touch, while a personalized note can reinforce the agent-client relationship. Such creative gifts can spark conversations and encourage referrals, ensuring the agent is remembered when clients think about real estate needs.
Example Gift Tag: Etsy Seller EspressoDesignWorks
National Flower Day, March 21, 2025 (Pop By)
Delivering a flowering plant on National Flower Day is more than just a kind gesture; it is a strategic marketing move that helps agents maintain client relationships, enhance brand visibility, and encourage referrals. By leveraging this opportunity thoughtfully, agents can cultivate lasting connections that benefit their business in both the short and long term.
Example Gift Tag: Etsy Seller Systems and Solutions (use code SPARK25 for a 25% discount)
State of the Market Update (Mail or Email)
Sending a spring market update enhances an agent’s credibility by positioning them as knowledgeable experts in local market dynamics. Agents demonstrate their expertise by sharing insights on trends, inventory levels, and pricing strategies, fostering trust among clients. Sharing this information monthly or quarterly will also keep the agent top of mind with their past clients and SOI.
Example Newsletter: Etsy seller RealEstateSimplicity
A Look Ahead
March: Prospecting
Prospecting is vital for discovering new leads and growing your client base. In March, we’ll explore key strategies for building a robust database, honing prospecting techniques, and maintaining a steady routine. Consistent prospecting ensures agents can avoid fluctuations in their business, keeping their pipelines full and their success on track.