When I say CRM, I’m not talking about Client Relationship Management. I’m speaking to a true Client Relationship Mindset!

Our client relationships are so vital to a flourishing business. It means setting the bar for your team and co-workers. Our clients want/need to hear from us and we want/need to hear form them, so a more perfect symbiotic relationship never existed. If you don’t have a clear strategy for staying front of mind, here are a few suggestions to get you started.

  1. Schedule. Prioritize your Client Relationships. I can’t emphasize enough how important is it to set a schedule for calls and lead generation. Set aside a sacred block of time and don’t alter it. Be intentional about reaching out to your client base on daily, weekly, monthly schedule. Your clients should be accustomed to a friendly checking from you on a regular basis.
  2. Note the details. Deepen your Client Relationships. I you use a large software of simple Google….USE IT! Make notes of all the important milestones, birthday, work anniversaries, etc….. I like to include favorite Ice Cream flavors, children softball teams, let names, anything that strengthens conversation and helps you stay in touch. Pull up those notes us and start making your regular calls. you’ll thank me for this tip.
  3. Share invitations. Build stronger Client Relationships. As Real Estate professionals, we are privy to Grand Opening’s, Chamber of Commerce events and fun community programs. Well, share those invitations. We all love to learn about the newest cool store, venue or shopping find, so share away. The businesses will love you for the promotion and your clients will love knowing about the latest in your city. Become a news source and effortlessly increase your value.

Share some of your favorite Client Relationship Mindset tips in the comments below. I look forward to reading them.


Ann Buchanan


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