annual client review | The Zebra Blog

Posts Tagged ‘annual client review’

Ask Denise: Setback? Rebound!

Denise, I am frustrated! I have been in the business for 15 years and each year my business has gotten a little better and a little better. I was on track at the beginning of the year to finish the year a smidge higher than last year, but several clients have had a change of […]

Turn Off the News and Get Back to Work

I have been overwhelmed with concern from many of my clients about the state of our country now that the election is over and we have a new a new President. I work hard NOT to discuss politics and I will adhere to that rule in this week’s Zebra Report. BUT… I do need to […]

On Sale – Annual Client Review

Now through January 15th you can save 20% on the purchase of our Annual Client Review client care system! Perhaps the single most important follow-up and client care activity that you can do every year is the Annual Client Review. This snapshot of market activity is appreciated by clients, demonstrates your expertise and gives you […]

Connect with Your Clients with an Annual Client Review

agent by house

The holiday season is a great time for people to connect and reconnect with each other. Every year at this time agents ask me what they can do to connect with their clients in a big way during the holidays. While I do agree that it is nice to get a holiday greeting of some […]

Ask Denise: Annual Reports

Q: Denise, my business has slowed down a little bit (which is actually a good thing) but I want to put myself in a strong position in January. I have heard something about some annual report that you recommend for past clients. Tell me more! A: Absolutely! When I was an agent, creating an Annual […]

Ask Denise: Client Holiday Gifts?

Denise Lones

Q:  Denise, I always wonder about what I should send to my clients this time of year. I usually just send a card, but others in my office are giving their clients wreaths, pies, and cookies. I do send a meaty personalized report in January, but am I missing the boat here? Should I just […]

Past Clients: Honoring Your Relationship Long After the Sale Is Over

woman holding annual property review

It is essential that real estate agents pay particular attention to where their business is coming from. If you are an agent who has been in the business five years or longer and you have taken care of your past clients, then you should have a good chunk of business from repeat clients and past […]

The Expertise Opportunity

agent guesturing to 2 clients

For this week’s Zebra Report, I’d like to start off with a quick exercise. Ready? Think about the last vendor you were really impressed with. It could be a lender, inspector, or it may not even be someone in the real estate industry. It could be a florist, an interior designer, an accountant, or even […]

Ask Denise: High Impact Project?

Denise Lones

Q:  Denise, my business is quiet for the first time in months and I welcome the break. I am on track to have a great year and have a lot of clients who will be ready to move forward in a month or so. I want to take the next few weeks and, in addition […]

Ask Denise: Starting the New Year Right

Denise Lones

Q:  “Denise, it is the second week of the year and I feel like things should be moving for me already! What should I do?” A: First of all, relax. It is the 8th. People are just getting back to their routines and if you have some folks who are in your pipeline that aren’t […]

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