Client appreciation party was a great learning tool!

Real Estate Agent with Keller Williams Realty-Fayetteville

A couple of agents in my office got to together to hold a client appreciation party or as we called it Cookies with Santa.  This was a first for us and unchartered territory so we were all a bit nervous. It was a learning process for all of us.   Now that the event is over and everything cleaned up, I have sat down and relaxed..and realized a few things.  

First and most important, my database is not complete.  All throughout the day I realized I should of invited this person or that person.  That proves I need to work on my database! 

The second thing I realized is I should I have sent reminders or evites out.  Several clients that had said they would be there did not come.  Now its possible something came up but as I sat there I wondered if maybe they had just forgotten.  If I had sent reminders out then I know I did all that I could. 

The last thing I learned is my clients really do like to hear from me!  As I sat and talked with each client I realized that just toughing base every so often is OK with them!  They all said its so good to see you, call me soon, or stop by if your in the area.  All this time I worried that by calling them I was "bothering" them and now I realized that isnt the case as all! 

I am sure there will be other things I think about later...but these three things are all something I can work on and improve so I will start with these!

Posted by

Shawna Green, Realtor

Call or Text me (910) 309-4618


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Ingrid Laine
Sun West Mortgage Company, Inc. - Virginia Beach, VA
Loan Officer


Great ideas. I do client appreciations regularly and you are correct in that it helps to have your database up to date! I would like to hear what else you gleaned from the experience. 


Dec 04, 2010 09:28 AM #1
Susan Emo
Sotheby's International Realty Canada - Brokerage - Kingston, ON
Kingston and the 1000 Islands Area

Don't be too tough on yourself . . .   I find that even with evite/email reminders, confirmation calls the day of, etc.  people will be people and just not do what they say they will.    Concentrate on those that do show up.

And, congratulations on taking that leap of faith and holding the party to begin with - many don't!!!!!

Dec 04, 2010 09:43 AM #2
Rose Osman
John Aaroe Group - Sherman Oaks, CA

Shawna, the idea was an excellent one and you'll know next time how to make it even better!

Dec 04, 2010 10:07 AM #3
Li Read
Sea to Sky Premier Properties (Salt Spring) - Salt Spring Island, BC
Caring expertise...knowledge for you!

Very thoughtful post....good reminders to us all, too, to keep in touch in a meaningful way.

Dec 04, 2010 10:09 AM #4
Jennifer Prestwich
Henderson, Thornton, Broomfield and Westminster - Henderson, CO
Madison & Co Properties

Shawna- this is great!  So many agents just go from one deal to the next until they just run out of clients.  The "trick" is to keep in touch with your contacts and sphere and create a relationship.  That way when they have need for an agent, they think of you first.  Keep going!

Dec 04, 2010 10:55 AM #5
Judith Parker
ProStead Realty - Charlotte, NC
CRS, GRI, CMRS, Charlotte, NC

Hi Shawna,,,good job.  Thanks for sharing your perception of the event.  I have thought of having an event but have never done it.  You have helped me to see what I need to do to prepare.  Thanks!

Dec 04, 2010 11:53 AM #6
Renée Montgomery
Century 21 New Millennium - Warrenton, VA
Northern Virginia Real Estate

Good post and great reminder to all of us to update our contact lists. I love the icons you used at the bottom for your links, how did you do that?

Dec 04, 2010 12:51 PM #7
Shawna Green
Keller Williams Realty-Fayetteville - Fayetteville, NC
The key to your real estate needs!

Ingrid, I realized my database not only needs to be up to date but used! 

Susan, Thanks, your right it was a leap of faith but one I am very glad I did.  I am making notes on things that worked well and things I want to work on so next years event will be even better!

Rose, My thoughts exactly!

Jennifer, today was a real reminder that it is about relationships.  All of these clients had children and couldnt wait to show me how big the kids were now. 

Judith, Thanks.  I have been thinking about it for a while and thank goodness I had someone help me actually get it done.  If you need any help I would love to share notes!

Renee, thanks!  I actually had a very good blogger help me set them up!  It was not hard, just a little time.

Dec 04, 2010 02:22 PM #8
Julissa Jumper
Select Properties of Fayetteville, LLC - Fayetteville, NC
Fayetteville, NC Real Estate

Shawna: It makes all the difference in the world when you realize that your clients are also friends and they DO want to hear from you! Not so scary after that!

Dec 05, 2010 08:42 AM #9
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