Using Your Contact Information to Build Relationships and Drive Business – Part 2


Once you’ve categorized your contacts by Contact Type in your real estate CRM system, you should also assign them to Contact Groups that are relevant to you. Many agents start with two simple groups – their “A list” and their “B list”.  Some agents go much further.  Perhaps you have met a lot of people […]

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Using Your Contact Information to Build Relationships and Drive Business – Part 1


In my October 13th post, I gave some practical tips on how to gather relevant information on your contacts.  But learning about your contacts is just half of the equation.  The other half is to capture the information in your real estate CRM in an organized fashion, and to use that information to foster relationship building […]

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How To Qualify Past Clients For Your “A List” In Your Database


It’s natural to want to include every client you’ve ever worked with in your “A List” within your IXACT Contact real estate software. But this is not a good idea. Why? There are some clients who – for whatever reason – will never use your services again nor refer business to you. So why waste […]

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But How Do I Gather Information On My Clients?


A couple of weeks ago I wrote a post that outlined some of things you might want to learn about your contacts over time in order to build deeper and more meaningful relationships.  This post generated a lot of questions about exactly HOW one goes about gathering this information.  The key is to view this as […]

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What Motivates a Client to Recommend You?


Imagine that a client of yours is at a BBQ. Chatting over beers and hotdogs someone asks him, “Hey, we’re looking for a home in this neighborhood. Do you know any good real estate agents that could help us?” Now freeze that picture and ask yourself: Will your client recommend you? That depends. According to […]

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Step #1 – Building Detailed Contact Profiles


In this post, I’m going to introduce you to a process that will make it easy for you to develop a loyal database which will lead to a continuous flow of referrals and repeat business. The very first thing you need to do is to put in place an easy to use contact management system. […]

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