1. 10 Real Estate Contact
Management Tips Every
REALTOR® Should Know
2. Tip #1
Maximize the chances your email
marketing will get through by
using a dedicated email service
provider (ESP). A good real
estate CRM will utilize a
dedicated ESP, which will really
help your deliverability rates.
3. Tip #2
Host client appreciation events
and housewarming parties.
They’re great loyalty builders
and they’ll give you an
opportunity to meet some new
real estate leads.
4. Tip #3
Google Plus is the second largest
social media channel with 343 million
active users. As a Realtor, you
should have a Google Plus page to
maximize the likelihood of being
found in search engines. Click here
to read more.
5. Tip #4
Send out an e-Newsletter to your
clients as a way to keep in touch.
Remember, if you’re not keeping in
touch, you’re lowering the likelihood
that these clients will call you when
they need a Realtor and/ or refer you
to others. The best real estate contact
management systems will come with a
professionally designed and written
monthly e-Newsletter (that’s real
estate specific, of course).
6. Tip #5
Use listing and closing Activity
Plans to ensure no detail falls
through the cracks in the process
of listing and closing a home.
Your real estate contact
management system will prompt
you when you need to complete
that important task.
7. Tip #6
Never forget the impact of a good, old
fashioned real estate thank you card. The
magic of a thank you card is that just about
everyone who receives it reads it. Many will
keep the card for a period of time, perhaps
even posting it on the family place of honor
— the fridge door. Times when it’s
appropriate to say “thanks” with a card: when
a client or other referral source gives you a
referral, when you’ve completed a listing
presentation, when a client attends one of
your client appreciation events, and more.
8. Tip #7
Place a lead capture form on your
website and make sure this form
automatically captures leads into
your contact management
system. This will make it easy for
prospects to contact you right
“there and then” while they’re on
your site. Once they do, you won’t
have to do the work of adding
their contact details into your
9. Tip #8
View email campaign reports to
identify your hot leads and
improve your real estate
marketing moving forward. Most
dedicated email marketing
systems have campaign reports
and the Email Campaign
Reporting feature is available with
IXACT Contact’s real estate
contact management software.
10. Tip #9
Prepare “success stories” to wow your
real estate leads. Stories are easier to
remember, and often have much more
impact than facts and figures. Success
stories ignite the imagination and let
us “see” the benefits. And remember,
when you get a new lead, be sure to
assign it to a drip marketing program
to ensure it’s not forgotten about, even
if the lead isn’t ready to buy or sell
11. Tip #10
Make it well-known that you
value referrals and that it’s how
you build your business. Write
it in your email signature, in
your real estate marketing
materials, on your website, and
anywhere else you can think of
that may be appropriate.
12. For your information…
All of the great tips in this
presentation have been pulled
from various articles on our
popular blog, The Real Estate
Contact Management & Marketing
13. Don’t have a real estate contact
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