Special offer

Closing The Loop With Scorecards

By
Real Estate Agent with Keller Williams Realty 0575737

Reminder ManDo you ever walk out the door in the morning and you feel you have to have dozens of sticky notes to remind yourself what to do that is important today? Well here's another sticky note for you to help you in

Closing The Loop With Scorecards.

I know many tech savvy agents and housing professionals who are very hip with Google Analytics and other web site or blog site measuring tools about visitors, keyword searches and all. But they are TERRIBLE at eliciting feedback from their customers.

 

ScorecardWe all know scorecards and feedback surveys well. They are at the oil change place, your dentist, the lawn care company, etc.

We should not be afraid of feedback. It in general is constructive criticism to help you to become better. I know some teachers that toss them, because if you do enough of them you know what the students are going to say if you haven't changed and they fall into the same distribution from excellent feedback to the disgruntled, maladjusted person in the classroom that always shows up.

With our real estate customers it needs to be structured. You just can't do this over the phone and ask, "How did I do?"

A written sheet of paper mailed to them, a post card with a handful of questions and open space for comments can suffice. Don't make this harder than it is.

The real problem with the hard copy version of this is lower response rate. People are busy and don't put it back out in the mail to you.

 

Online Mouse

A better approach with today's Internet and PC generation is an online survey. A good website to create one of these and then distribute it out following a closed transaction or business deal is Survey Monkey. I know, funny name, but good survey site.

Once again don't come up with too many questions to grill people on. You basically want to know how overall you did and what you "could have done" to be better.

And don't become Mr. or Ms. Eggshells if the feedback hurts you. It is afterall just another's opinion.

Good luck in continuing to polish yourself and become better.

Greg Nino
RE/MAX Compass - Houston, TX
Houston, Texas

Gary - where in the world do you get all this stuff man? You are like a cornicopia of self help lectures. All good btw... ;)

Mar 31, 2009 03:30 PM
Chris Olsen
Olsen Ziegler Realty - Cleveland, OH
Broker Owner Cleveland Ohio Real Estate

Hi Gary -- Great advice, I agree completely and I elicit feedback and also know what I could have done better so as to improve my service for future clients.  Great post and well written.

Mar 31, 2009 03:41 PM
Bo Hussung
Bell Title /Triserv LLC - Nashvle, TN

Feed back survey are great as long as the questions don't lead to answers that are predictable and leading. In otherwords force a predictable answer by asking a question a certain way and as long as the answers are honest, they provide great instant information from which to learn

Very good post Gary

Bo

Mar 31, 2009 04:37 PM
Christine Donovan
Donovan Blatt Realty - Costa Mesa, CA
Broker/Attorney 714-319-9751 DRE01267479 - Costa M

I do have a feedback form that I email, but I like the idea of an online survey if there's a way to keep them in hardcopy.  I'll look into it.  Thanks,

Mar 31, 2009 04:39 PM
Roland Woodworth
Blue Cord Realty - Clarksville, TN
Blue Cord Realty

Gary: This sounds like a great idea.. I have always mailed them a survey after the closing with a self address stamped envelope.... This is addressed to Client Services, then our address.. Of course I have my return address in the upper left corner. It appears that this is coing to management. These just get placed into my box.

Mar 31, 2009 04:42 PM
Sharon Lee
Sharon Lee's Virtual Assistance - Jonesborough, TN
Retired and loving life

CONGRATS ON THE WELL DESERVED FEATURE-5 STAR QUALITY. JUST LIKE YOU!!!!!!

 

pic   pic  pic  pic  pic

 

 

pic  pic

pic  PIC

 

 

Mar 31, 2009 04:42 PM
John Cannata
214-728-0449 http://TexasLoanGuy.com - Frisco, TX
Texas Home Mortgage - Purchase or Refinance

Congratulations on the featured post Gary.  I try to send surveys on each closing.  Its a great way to find out where I can improve, but also an opportunity to pick up a referral or two.  And if thats not good enough, it will also open the door to sending them information periodically about rates/homes/etc for future business.

Mar 31, 2009 05:02 PM
Liz Carter
Liz Carter & Team Realty-Your Real Estate Resource For Life! - Katy, TX
Broker/Owner of Liz Carter & Team Realty, Katy TX (Houston)

Gary...

Wanted just to drop by and say hi, I had just finished a post.  This was your first one and I just cracked up...boy you nailed Realtors with that picture...priceless!

I'm going to try to get my lake house on AR tomorrow, I have a web album done, but it's not as nice as I want it...another reason it takes me so long to blog, besides being so damn wordy :)

Surveys are a must, I've been doing them for many years.  We give out title co. stacks of blank ones and when they go to make copies the buyer or seller is handed one by the closer and ask to rate our service.  They are along, since all the closing are done in a room in my office, we don't have to go to closing.  The girls pop in with cookies, coffee, etc., make sure they do not have any questions and introduce them to the closer.  Such a time saver.  So I get honest feedback and always call right after closing, 1 week after, 1 month, and 1 year, with my script.  I used to do that, now Sandie my great niece is doing it.  I sure trained her well, we ended up #17 this year out of all 27,000 agents in the greater Houston MLS.  Guess I should write a blog about that too.smiley faceStay well my friend, L

Mar 31, 2009 08:21 PM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

gary,

Wonderful informative information! Congrats on the featured post!! Love the post-it-guy!!

Mar 31, 2009 11:45 PM
Vanessa V. Simmons
Real Living HER - Columbus, OH
Realtor

Gary I keep coming back and you always deliver.  Thanks great info.

Mar 31, 2009 11:53 PM
Caren Wallace
Premier Property Group LLC - Tualatin, OR
Portland Caren Real Estate

Gary, this is soooo valuable info. I didn't know about Survey Monkey, that is really cool! Thank you!

Apr 01, 2009 12:22 AM
JL Boney, III
Coldwell Banker - Columbia, SC
Columbia, SC Real Estate

I for one think this is an excellent idea Gary. I must admit that I have never really used score cards, but they can be a great source of feedback for us, and I will have to check out the site and see what I can come up with.

Apr 01, 2009 02:47 AM
Bettina Settles
Greenwood, IN
Your Indiana Connection

Gary, thank you for the post and great idea. I will check this out.

Bettina

Apr 01, 2009 03:06 AM
Kerry Lucasse
eXp Realty - Urban Nest Real Estate Group - Atlanta, GA
Your Urban Nest Atlanta Real Estate Consultant

I've used survey monkey for other things in the past, but it is a great idea to survey clients.  I just want to make sure that they know it is anonymous so I get the full, honest feedback.

Apr 01, 2009 06:30 AM
Bill Gillhespy
16 Sunview Blvd - Fort Myers Beach, FL
Fort Myers Beach Realtor, Fort Myers Beach Agent - Homes & Condos

Hi Gary,  C21 corporate automatically sends out an email survey and keeps us updated on which have been returnes, etc.  Always insightful reading !

Apr 01, 2009 07:31 AM
Kristi DeFazio
RE/MAX Advantage - Colorado Springs, CO
Colorado Springs Rea lEstate 719-459-5468

Great information. I have known about survey monkey but have not used it. Thanks. I might give it a try and see if I can faster responses.

Apr 01, 2009 08:24 AM
Svetlana Stolyarova
Local-n-Global Realty, Cleveland and International Real Estate Solution - Mayfield Heights, OH
Local-n-Global Realty, Broker 216-548-4663

Great reminder - feedbacks are crucial, and we sooo like these sweet tetimonials which come with the feedbacks. I'd like to try Survey Monkey. Thanks for the tip!

Apr 01, 2009 08:32 AM
Mark MacKenzie
Phoenix, AZ

Survey Monkey.  Just the name makes me smile.

Feedback is a good thing, in fact I think it is the only way that we can improve.  We can't get better if we are only getting pats on our back.

Apr 01, 2009 09:32 AM
Kevin J. May
Florida Supreme Realty - Hobe Sound, FL
Serving the Treasure & Paradise Coasts of Florida

Great idea for prospect follow up.  Thanks Gary!  I'll be delving into it a little deeper. 

Apr 02, 2009 09:47 AM
The Rains Team
Keller Williams Realty Atlanta Partners - Hoschton, GA
A higher standard in real estate

Hey Gary: I hadn't heard of Survey Monkey before but I'm going to check it out! Receiving feedback from your clients is very important and allowing them to answer in an online method is sure to give you a higher response. Thanks for this tip!

--Anne Rains

Apr 03, 2009 01:16 PM