February Sales Meetings: Retaining Past Clients

Meeting Resources

• February Task Calendar
• Management Agenda
• Agent Agenda
• PowerPoint Presentation (enable editing to make changes and content to access embedded videos)
• Email Templates

Learning Sprints

Our 15-minute learning sprints 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.

Grow Your Business Through Client Retention

Client retention is key to success in real estate. This learning sprint highlights three easy client retention strategies.

Exceed Your Client’s Expectations

This learning sprint highlights multiple ways agents can make their past clients feel valued.

Mini-Mastermind: Past Buyers Communications Calendar

Lead your agents through a brainstorming session to identify creative ways to touch past buyers each month of the year.

• PowerPoint Presentation
• Agent Handout

Monthly Goal Setting

Setting goals regularly is linked to improved performance and success. Each month we guide agents through a quick exercise that helps them set and achieve a personal and professional goal.

• Goal Setting Worksheet

Guest Speakers

• Tips for Using Guest Speakers

Spark Your Business

End your meetings on a positive note! Each month we suggest fun pop-bys and other creative ways to Spark Your Business and build brand awareness.

National Book Giving Day, February 14, 2023 (Pop By)

Present clients with a relevant book, add a handwritten note on the inside cover, “Thought you would enjoy!”, sign your name, and add your business card. Consider creating and printing a personalized bookmark. Add “February 14^th is International Book Giving Day” so your client understands the connection.

National Banana Bread Day, February 23, 2023 (Pop By)

Deliver a nicely wrapped mini loaf of homemade or store-bought banana bread.

Example tag available from Esty seller MadeDesignCo.

Thinking of You (mail a card)

Consider mailing a “Thinking of You” card to a select number of past clients. A simple message could read, “Just wanted to send some happy thoughts your way today.” The goal of this contact is to keep the agent top of mind with their past clients. To elevate this touchpoint, consider including a relevant article about something the client enjoys or one of their hobbies. A quick note at the top of the article could read, “Thought you would enjoy.”

A Look Ahead

March Sales Meetings: Prospecting

In March, we focus on effective prospecting methods that help your agents avoid income peaks and valleys and maintain a steady stream of customers.