Using Your Contact Management System to be the Best Thing to Happen to Your Clients (A Free SWS Webinar)

Education & Training with Sell with Soul

free teleseminar

In January, we did two shows on the subject of contact management; the first was an overview of how Contact Management can improve your business and the second was a show-n-tell webinar on using a contact management system to run a sphere of influence-based business. (if you missed either show, you can purchase a recording of them at the SWS Bookstore or join Club SWS and access recordings of all recent and future shows.)

On February 17th, we'll pick up where we left off and talk about using a contact management system to run your business (and even your life). We'll show you, webinar-style, how to:

  • Use checklists to manage your active listings, your buyers under contract and your listings under contract. (Hey, it may not sound all that exciting, but don't knock it 'til you've tried it. Using automated checklists can be truly life-changing).
  • How and why to set up tasks to manage the various pieces and parts of your real estate business so that nothing falls thru the cracks.
  • (If we have time), how to keep better track of your back-burner prospects so they don't fall prey to another hungry real estate agent they happen to encounter in their day-to-day wanderings.

What does this have to do with being the Best Thing to Happen to Your Clients? EVERYTHING. When things DON'T slip thru the cracks; when you DON'T drop the ball; when you head off problems before they become problems, your clients will love you. And when your clients love you... well... that's a very good thing.

But not only will your clients love you, YOU'LL love you, too! Because when you know you have control of your business and you know you can handle more, you'll exude a confidence and assurance that will very likely attract more business to you (which you know you can handle!)

Yeah, I'm passionate about the topic. I hope you will be, too.

Using webinar technology (that is, you'll be able to follow along on the computer screen as I demonstrate various techniques), I'll walk you thru how I used contact management technology to manage my real estate business. Even if you don't have or use a contact manager yet, the show will still be helpful and informative and will hopefully inspire you to take that next step... 

To get the most out of the program, you'll need to be in front of a computer with a high-speed connection.

Oh, one more thing. If you don't have a contact management system and are looking for one, try mine. It's called IXACT Contact and you can get your first two months free by signing up here. I highly encourage you to explore the site a little before the show so that it looks familiar to you, which will make it easier to follow along.

The Details:
Date: Thursday, February 17th, 2011
Time: 8am Pacific / 9am Mountain / 10am Central / 11am Eastern
Duration: 60-90 minutes
Equipment: High speed Internet connection and speakers, or a telephone for audio
Cost: Free to attend live (aside from regular phone charges)

To Register, Go Here!


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Show All Comments
Edward Peterson
eDrake - Hamden, CT
eDrake; CT

Most times I send had written notes to my friends and clients, occasionally I send out pre-printed materials or an email blast to the same friends and clients.

Feb 16, 2011 12:11 AM #1
Sally Lawrence
Advantage Real Estate - Tehachapi, CA
Broker, CHS, e-Pro, SFR, REALTOR®

Looking forward to it, Jennifer.  I'm hoping to figure out from this show if using a CMS is really better than my current system of using Google to manage contacts, RTM for lists and Relay for transaction management.

Feb 16, 2011 12:51 AM #2
Rick Obst
Eugene, OR

I'm signed up and ready to listen.  Many of my clients need a good contact management system and ask me for recommendations.

Feb 16, 2011 01:19 AM #3
Robert Rauf
HomeBridge Financial Services (NJ) - Toms River, NJ

All good stuff!  I have often said, it takes more than just a contact manager, you have to know how to use it too!

Feb 16, 2011 03:08 AM #4
Larry O'Sullivan
Sandy, UT

Jennifer - Thanks for the opportunity. I will be listening.

Feb 16, 2011 06:03 AM #5
Mike Saunders
Lanier Partners - Athens, GA

We are getting a new contact management system as part of out agent tools. I am looking forward to it. I will check out your webinar tomorrow.

Feb 16, 2011 01:06 PM #6
Karen L. Pietsch
Cary Property Pros - 4 Sale Realty, Inc. - Crystal Lake, IL
Cary Property Pros. Cary Property Pros Premier Real Estate

Looking forward to this tomorrow.  I am always open and eager to learn and find and use systems and tools that will help me be even more efficient and organized than I already am.  

Feb 16, 2011 02:00 PM #7
Susan Haughton
Long and Foster REALTORS (703) 470-4545 - Alexandria, VA
Susan & Mindy Team...Honesty. Integrity. Results.

I am finally coming up for air and going to sign up for IXACT right now!  Thanks for pointing me in the right direction.  I have been through so many systems that just don't seem to work for me, I'm hoping this will be the best fit. 

Mar 15, 2011 03:42 AM #8
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Jennifer Allan-Hagedorn

Author of Sell with Soul
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