If you take the time to set up a system for your real estate client follow-up now, you’ll thank yourself later. Agents who set aside time for follow-up are the most likely to succeed, with the longest careers, highest earnings, and the highest percentage of repeat-and-referral business.
Why? Because more home buyers and sellers find their agent through friends and neighbors, or use an agent they have in the past. It’s simple—if you stay in touch you’ll be top of mind when it’s time for your clients to make a move or know someone who is.
And with Top Producer® X CRM in your corner, follow-up is as easy as 1-2-3.
An organized database makes client follow-up a lot easier. And when you consider all the business that will be coming your way when you perfect your follow-up game, setting aside some time each week to tag your contacts just makes good sense.
In Top Producer® X CRM you can tag your contacts by:
And once you’ve tagged them, identifying and following up with specific groups—those who
For all the details, including how to tag your contacts, see How to tag and organize your contacts in Top Producer® X CRM.
We get asked this question a lot: How often should I follow up with the different groups in my database? So we’ve laid out the key groups you work with and provided a simple strategy for each.
For a complete breakdown of how often to follow up, including the 4 things you should do after a client buys or sells their home, see How often should real estate agents follow up.
Use the tools in Top Producer® X CRM to simplify your follow-up so you can focus on the important stuff like strengthening your client connections and servicing your current clients.
Quickly surface the most important clients in your database and set how often you want them to hear from you with custom follow-up reminders. With just a quick glance, you’ll see who you need to follow up with.
See the Custom Follow-up article for details on setting custom follow-up reminders.
If you haven’t logged some form of communication with a contact in a while, the Follow-up Coach will bubble them up with quick and easy follow-up options to make sure they don’t slip through the cracks.
To access the Follow-up Coach, just log in to Top Producer® X CRM > then click the Follow-up Coach tab.
A popular upgrade for Top Producer® CRM customers, Market Snapshot® reports work well for all stages of the client lifecycle. From the alerts that tell your past clients what the neighbor’s house sold for, to the price change that brings your clients’ dream home to within their budget, you’ll effortlessly tell your clients what’s going on in the market.
See our Quick Start Guide for everything you need to know about working with Market Snapshot® reports in Top Producer® X CRM.
Send personalized emails to your clients from within Top Producer® X CRM with just the click of a button. From templates for new listings to FSBOs and home anniversaries, staying in touch with your clients has never been easier.
To access the templates, just click the Compose Email tab in the contact’s record > then click the Template
So now that we’ve covered the three steps to effective client follow-up, let’s build a thriving repeat-and-referral business, shall we?
Log in to Top Producer® X CRM now and start tagging your contacts!
Not a current Top Producer® X CRM or Market Snapshot® customer? Request a demo or call 1-855-534-5534.
Top Producer® Systems has been a leading real estate CRM provider since 1982. Tens of thousands of agents and brokers use Top Producer® real estate software to help them manage leads and contacts, stay organized, and follow up with home buyers, sellers and owners. Learn more at topproducer.com.