[WBNL 12–3] Client Survey to determine preferences for communication and social sites


You can collect valuable feedback and gain insights for your business by using an online survey tool. The data you collect can range from ratings on areas of your business (pre-qualification process, marketing the property, communication during the transaction, customer service from your team) to constructive feedback on where and how to improve.

In this month’s WBNL12 Coach Tip, we are sharing one way to use an online survey tool: Discover what social media sites your clients use and their preferred means of communication

There are a variety of online survey, poll and feedback choices to integrate into your business.  Here are three to explore, compare and contrast.  Google Forms works with Drive and is free.  The other two sites offer a free as well as a paid version with additional features and benefits.

How to implement this business strategy:

  • Send a survey to your sphere of influence, past clients to learn their preferred method of communication and to find out what social media platforms they use.
  • When you add a new prospect to your database, discover their preferences with a survey.
  • Keep the survey concise and easy to complete.
  • Send your client a heads up email or give them a notification phone call to expect the survey.
  • Survey questions should include options/choices for these areas at a minimum:
    • What is your preferred method of communication for status updates during your transaction?
      • Phone Call
      • Text
      • Email
      • Combination
    • What is your preferred method of notification for our newsletter, client appreciation program, or _____ ?
      • Email
      • Mail
      • Text Notification
    • Which social media site do you use and how often?
      • Facebook
      • LinkedIn
      • Twitter
      • Instagram
      • Snapchat
      • Pinterest
      • YouTube
      • Other


Upgrade your free membership to the Wanderer’s Club (WC) to gain access to our premium content for building your business and implementing effective real estate systems.

In the March 2016 Marketing Kit, our WC members get more details and ideas for client surveys and polls including:

  • Several ways to use surveys
  • An overview of four options to consider
  • Survey templates and an email/letter to download and use in your follow-up systems

Here is a list (as of 3-1-16) of the webinar replays, coaching tips, downloads and course content currently available for WC members:

  • 7 Steps to Build Your Database and Referral system
  • Real Estate Websites: Why You Need One & How to Generate Leads
  • Create Marketing & Social Media Graphics that Standout & Convert
  • How to Create an All-Star LinkedIn Profile
  • How to Get More Testimonials, Ratings and Recommendations
  • January Marketing Kit: Closing Settlement letter/email and procedure
  • February Marketing Kit: 3 Steps to a Perfect Testimonial PDF and client letters/emails
  • Setting Your Intentions and Focus for the Year
  • Defining Your Business Purpose and Brand
  • Six Guideposts for Life & Business Success
  • How to complete great profiles on listing portals, LinkedIn, Yelp, Google
  • The Power of Writing Personal Notes
  • Envisioning Your Perfect Client

Connecting Your Real Estate Business Online Course

CYRB Modules March 2016

Additional modules to be released:

  • Building Your Database & Referral System
  • Marketing & Advertising Your Business
  • Generating Leads (Online & Offline)
  • Listing & Seller System
  • Buyer, Escrow, Transaction Management System
  • Real Estate Social Media & Technology
  • Business & Financial Essentials to Create Your Exit Strategy


Posted on

February 29, 2016