[March 2017 Monthly Marketing] Client Birthday Touch Base

[March 2017 Monthly Marketing] Client Birthday Touch Base

Remembering a Pivotal Moment – #2

Last month we talked about touching base with your past clients on the anniversary of their home purchase, this time around let’s explore another pivotal moment that we ALL have every year – THE BIRTHDAY!  Some look forward to it, some do not, but very few don’t appreciate the acknowledgment!  We know that rapport building is one of the most basic strategies in Real Estate so make sure that you are putting this in your CRM’s follow-up system so you don’t miss them.

The March downloads include:

      • 4 Email Banners so you have a little variety to choose from

      [purchase_link id=”19949″ text=”Purchase” style=”button” color=”blue”]
      QUICK MARKETING TIP:  As always – we are huge proponents of a handwritten note or card. That is, by far,  the most memorable way to connect to your clients.  If you haven’t done that – do it!  There is no reason, however, that you can’t hit someone with both!  Load up the email in your CRM AND send a card or note via the mail.  Believe me, no one else is doing that.

      Here is a sample of the email banners in your downloads and below is an email template that you can personalize to send.

      Hello (Client) –

      Happy Birthday!

      [Make this email super short, unless you have a great story to share, the point is to touch base and let the client know that you remember them]

      Here’s to another great year!

      As always, I’m just a phone call, email, or text away if you have any real estate questions.  If you know anyone that is interested in buying or selling, please point them in my direction.


      What, What?  You aren’t using a CRM?

      Having a solid follow-up system is Real Estate Gold!  If you do not have a CRM, you need to do some research to see what platform will be best suited for you.  We are fans and recommend Top Producer.  It has been a staple in the industry for decades and has evolved with the times.  In fact, it is still one of the best on the market.

      It makes birthday follow-up easy. When you add a birthday you can select how many days before to be reminded.  It will show up on the Dashboard under Important Dates – That way you never miss the moment!

      Top Producer, TopProducer.com (starting at $ 39.95/mth for the CRM)

      To learn more about Top Producer 8i Suite of Tools, contact:

      Colin Burton | Top Producer
      Direct:  888-547-5331
      Mobile:  778-960-5331



Posted on

March 10, 2017