annual client review: Authentic Client Communication for the Holidays - 12/15/23 10:49 AM

Authentic Client Communication for the Holidays Today I want to talk about connecting. We are in mid-December and I know that this can be both a very special and stressful time of year for so many people, so I really want to remind you to not forget your wonderful clients – both those from your past and potentially ones in your near future as well. Take the time to connect.
Here are a few ideas for authentically connecting with important clients in your sphere.
First, of course, December is of course a wonderful time to send out a holiday … (3 comments)

annual client review: Anxiety or Covid-19: What is the Real Danger to Your Business? - 03/05/20 05:03 PM

Anxiety or Covid-19: What is the Real Danger to Your Business?
There are many ways to react about the virus breakout. It doesn't seem to matter where you go - the news is talking about it everywhere. It is completely normal to feel concerned, unsure, nervous, worried, and more.
However, the reality is that there is not a lot that any of us can do about the virus other than be informed and be aware of the things that we can do to keep ourselves and our families safe. From a business perspective it may seem like there is … (15 comments)

annual client review: Five Changes for a Better 2020 - 12/20/19 02:26 PM

Five Changes for a Better 2020
Here we are. Just one last business week and 2019 will have sailed over the horizon and into the past. The holidays are nearly here and come January you’ll be refreshed and ready for a new start. Right?
Have a bad 2019? Put it behind you. It is over. It's done. It's time for a new you. It's time to figure out what you need to move your business up to the next level. If you are like most agents, you may be so deep in the trenches that you don’t know where to look to get … (14 comments)

annual client review: The Last 90 Days Can Make or Break Your Year - 09/27/19 09:17 AM

The Last 90 Days Can Make or Break Your Year
Every year around this time I hear from agents that are examining their current year's production and are worrying about finishing the year strong. After nine months of hard work it is normal for agents to get tired, lose some of their selling steam, and be looking forward to the holidays. Most agents want a robust finish to their year, but often they are either playing catch-up from a busy year or they may be suffering from burn out.
Agents who want a strong finish know they need … (12 comments)

annual client review: Turn Off the News and Get Back to Work - 02/09/17 04:33 PM

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. However, I do need to address how some real estate agents are being affected by the constant barrage of media and news stories about the new President.
Whether you are a Republican or Democrat, whether you are thrilled or deeply … (2 comments)

annual client review: Drive Business and Client Care with an Annual Client Review - 11/15/16 04:32 AM

Connect with Your Clients with an Annual Client Review
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 sort, I feel it is much more productive for your business to focus your energies on making a strong impression that pertains to your client's real estate investment - their home. Therefore, I encourage agents … (0 comments)

annual client review: Honoring Your Relationship Long After the Sale Is Over - 11/13/15 01:29 AM

Honoring Your Relationship Long After the Sale Is Over
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 client referrals.
However, many agents who are newly working with me haven't kept track of where their business is coming from and they don't know how much of their business is from past clients, repeat … (16 comments)

annual client review: The Expertise Opportunity - 10/09/15 04:13 AM

The Expertise Opportunity
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 your insurance representative. Who was it and what was it about that particular interaction that was so memorable?
I will give you a hint. It probably came down to two things - expertise and time.
We love people who have expertise … (1 comments)

annual client review: 2014 Business Planning: Providing Stellar Service to Past Clients - 12/20/13 03:06 AM

2014 Business Planning: Easy-to-Follow Referral Generating System
My last two Zebra Reports (Increase Your Referral Base and Easy-to-Follow Referral Generating System) have illustrated not only the importance of staying in contact monthly with your database (made up of both potential and past clients, also called sphere of influence or SOI) but also an easy plan to follow that keeps you top of mind with this database throughout the year.
But those people who have done business with you should get a little bit more of your attention.
Your clients expect you will do a great job for them during … (2 comments)

annual client review: Why You Should Be Doing Annual Client Reviews - 12/07/12 05:15 AM

Why You Should Be Doing Annual Client Reviews
I can just imagine the furrowed brows out there as you read this title. You're probably thinking - what is this "Annual Client Review" that Denise is talking about... and why would I even care about it?
When I was actively selling I was very successful. And I attributed a great deal of that success to the Annual Client Review (ACR) I created for my clients each year.
The Annual Client Review isn't fun - like a client appreciation event. It's not glamorous, and it's not "sexy". It's not the latest … (4 comments)

annual client review: The Power of … Annual Client Reviews - 11/29/11 04:40 AM
The Power of ... Annual Client Reviews
It’s been many years since I actively sold real estate.
But when I did, there was something I did which was the single most important activity I undertook each year for my clients.
No, it wasn’t throwing a party for my clients each year.  And no, it wasn’t holding open houses, doing geographic farming, or asking my clients for referrals.
When I actively sold real estate the most important thing I did each year for my clients was their “annual client review”.
What is the “annual client review” … and why should you … (9 comments)

 
Denise Lones, CSP, MIRM, CDEI - Real Estate Coaching & Branding (The Lones Group, Inc.)

Denise Lones

CSP, MIRM, CDEI - Real Estate Coaching & Branding

Bellingham, WA

More about me…

The Lones Group, Inc.

Address: 2200 Cornwall Ave., Bellingham, WA, 98225

Office: (360) 527-8904

Join Denise Lones each week as she looks at the world of real estate and the world at large from customer service to the importance of listing presentations in a one-on-one style. Denise has more than 20 years of experience as a successful agent, broker, trainer and coach. Denise is someone in the know when it comes to real estate.



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