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Your clients ♥ you. So much so, in fact, that when asked if they’d use the same agent again, 72% of buyers and 68% of sellers said yes. Why then, just 12 months after the transaction, do 70% not remember their agent’s name*? It’s simple—as time passes, agents get busy servicing other clients and they forget to stay in touch.

*Source: 2014 survey from the National Association of Realtors.

There’s a cold reality of not maintaining a relationship with past clients though…

They’ll likely list with someone else when the time comes. Not only that, but new leads don’t convert nearly as well as the past clients who already know, like and trust you. There’s no denying it—your database still reigns the #1 source of business. King

And when you consider the potential lifetime value of a client, you may be more inclined to reach out more often…

Lifetime value of a client

Here’s how to follow up with 5 clients a day in just 15-20…

Knowing how busy you are and the key role that follow-up plays in your business, we’ve taken the guesswork out of who to follow up with and when. The Follow-up Coach hands you 5 clients you should connect with, and even suggests actions based on your relationship.

The Coach is accessible immediately after you log in to Top Producer CRM on your desktop or mobile device. (Psst, to access the mobile version, just enter in your mobile device’s browser. And here’s a link that tells you how to add a shortcut to your home screen.)

Coach on desktop and mobile

Designed specifically to help you follow up in the precious few minutes of downtime you have during a day—at a slow open house, while standing in line for coffee—the quick and easy follow-up options help you make a meaningful connection in no time flat.

Follow-up Coach

Arguably the best way to connect is to pick up the phone and call. Knowing you don’t always have time for a chat though, you can send a text message, a Market Snapshot or one of our casual & personal quick email templates (shown above).

And when you do, take 2 seconds to wrap it up—record the details & schedule the next touchpoint—to create a never-ending cycle of consistent and meaningful follow-up that will lead to repeat & referral business for many years to come.

Wrap up

Sounds great. How do I set this up?

You don’t have to do a thing. As long as you have contacts in your database, chances are the Follow-up Coach will have suggestions on who you should reach out to.

Now we’ve set defaults for how often each group will appear in the Coach, but you can easily change this. (Just click Why these contacts in Top Producer CRM on your desktop and then enter your magic number.)

Coach settings

And that’s all there is to it. We think the best part of all this is that the system and strategy are already in place for you, but we’d love to hear your story! Tell us how you use the Follow-up Coach to master the art of follow-up!

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