The Ten Simple Ways to Use Your Contact Manager to Stay In Touch

Education & Training with Sell with Soul

Everyone knows that Staying in Touch is a critical component of a Sphere of Influence (SOI) approach to running a successful real estate business. Of course, everyone has a different opinion of exactly what "staying in touch" entails - what, specifically, to do, how often to do it and how on earth to REMEMBER to do it that often! 

I am of the opinion that Staying in Touch should be Simple. Not fancy, not complicated, not overwhelming for either party - neither the Stay in TouchER nor the Stay in TouchEE. No need to remind someone of your existence every 35 seconds (or even every few weeks) - if you are that unmemorable, you have bigger problems than making sure you Stay in Touch! 

But that's a topic for a different day. Today's topic is about using a real estate-specific contact management system to help you Stay in Touch with the Very Important People Who Know You. Not DO your Staying in Touch FOR you, but rather help you remember to do it yourself! 

So without further adooooo... here are the first three of the Ten Simple Ways to Use Your Contact Management System to Stay in Touch...

Simple Way 1:
Track birthdays and anniversaries and use your contact manager to set up reminders to give you plenty of time to acknowledge the special day.  Be creative with anniversaries - not just a "Happy One Year in Your Home" card, but rather use the anniversary as a reminder to make contact. Perhaps call, text or email something like: "Hey, guess what we were doing one year ago today?!" and suggest getting together for a drink to celebrate. 

Also consider tracking "sad" anniversaries for your closer friends - the death of a parent, a pet or some other life event where your reaching out to comfort your friend would be appreciated. This may sound a bit morbid, but I always say that good contact management actually helps you to be a better friend. Everyone WANTS to be there for their friends, but our own lives get in the way and we forget... 

Simple Way 2: 
Use your contact manager to remind you to connect with everyone in your "Group One" (defined as anyone you'd enjoy having coffee with). Make it your goal to have a personal interaction with your Group One once a quarter. "Personal interaction" means a face-to-face, voice-to-voice or at the very least email-to-email. Print out a list of your Group One and go through it every Monday, reaching out to the people on the list who inspire you to connect that week. Maybe 2-3 per week. Suggest coffee, happy hour, a walk in the park. Do it again next week. And the next. At the end of the quarter, you should have made contact with all your Group One's and can all start over! 

Simple Way 3:
Related to Simple Way 2, after you've made contact with your Group One's, think of something you talked about that you can follow-up on afterwards to "see how it went." Add it to the task list in your contact management system with the date to do your following-up. For example, perhaps your friend told you her husband was having a medical procedure on Friday. Call on Monday to check in. Maybe your friend is going on vacation next week. Call afterwards to see if he had fun. Did your friend get a new puppy? Email in a few days and ask for pictures! 

These are things you really mean to do, but using your contact manager to help you remember to do it ensures that it does get done!

Simple simple stuff... but oh, so effective...

Stay tuned... more Simple Tips to follow! 

p.s. Want to watch the entire webinar? Here t'is! 


Posted by

It's Here!


The More Fun You Have Selling Real Estate, the More Real Estate You Will Sell! 
(True Story)
Order Your Here!









Comments (16)

Kim Boekholder Utah Real Estate
Results Real Estate 801.580.5624 - Draper, UT
Broker, Results Real Estate

I used to send out cards on the anniversary of my buyers purchase... but haven't for a very long time.  Why I stopped, I don't know but need to start again. Thank you for the reminder 

Nov 05, 2015 11:10 PM
Ron Aguilar

Kim, staying in touch is harder without having an automatic system. I prefer hand written notes that I send about 10-20 per week. The time spent is worth it. 

Nov 06, 2015 09:35 PM
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Jennifer - staying in touch campaigns are so important regardless of how they are managed.  Thanks for your suggestions.

Nov 06, 2015 12:31 AM
Kelly Cordova-Armer
Cornerstone Real Estate Professionals - Ogden, UT
Selling with Soul amidst the Utah Mountains!

Jennifer - Thank you for sharing the video and the blog of simple ways to keep in touch!  Forever I'm greatful to you, for your soulful ways to do real estate by keeping it REAL!   :) 

Nov 06, 2015 01:58 AM
Ralph Gorgoglione
Maui Life Homes / Metro Life Homes - Kihei, HI
Hawaii and California Real Estate (310) 497-9407

Those are some really great ways of staying in touch.

Nov 06, 2015 10:11 AM
Kimo Jarrett
Cyber Properties - Huntington Beach, CA
Pro Lifestyle Solutions

Staying in touch is invaluable to any business, yet, I'm as guilty as perhaps most that failed to continue sending out my newsletters. I need to reorganize and get an assistant to manage that and other tasks that I don't have time to do.

Nov 06, 2015 04:47 PM
Ron Aguilar
Gateway Mortgage Group - Saint George, UT
Mortgage & Real Estate Advisor since 1995

thanks for the post

Nov 06, 2015 09:35 PM
Mike McCann - Nebraska Farm Land Broker
Mike McCann - Broker, Mach1 Realty Farmland Broker-Auctioneer Serving Rural Nebraska - Kearney, NE
Farm Land For Sale 308-627-3700 or 800-241-3940

Hi Jennifer Allan-Hagedorn   Thank you for the suggestions.  I have been lax on this recently and this is agood reminder for me to do a better job of staying in touch!!

Nov 06, 2015 09:41 PM
Georgie Hunter R(S) 58089
Hawai'i Life Real Estate Brokers - Haiku, HI
Maui Real Estate sales and lifestyle info

That's good solid advice and if I can remember to keep it up all year I'll be glad I did.

Nov 07, 2015 02:43 AM
Harrison K. Long
HomeSmart, Evergreen Realty - Irvine, CA
REALTOR , GRI, Broker associate, Attorney

Jennifer ... Thanks for your post.  Your teaching and encouragement for real estate professionals is important and always appreciated.

Nov 07, 2015 03:22 AM
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

I really enjoyed reading this post.  It's a great reminder for more creative ways to come have a reason to connect.  Thanks!

Nov 07, 2015 11:39 AM
Mark S Martin
Sellstate Partners Realty - Fort Lauderdale, FL
Mark S Martin-Sellstate Partners Realty

Great Advice Jennifer.  Just had this training a few days ago at my Market center. Going to watch the webinar in a few minutes.  Thanks !!!

Nov 07, 2015 08:18 PM
Greg Mona
West USA Realty - Scottsdale, AZ
Professional Real Estate Representation for YOU!

Jennifer Allan-Hagedorn These are all great ways to stay in touch, and from personal experience, not only effective but very welcomed by recipient.

Nov 08, 2015 01:31 AM
Prescott, AZ

Yes! Be the spreader of Love Peace and Joy!

Nov 09, 2015 12:52 AM
Rachel Berlin
Berkshire Hathaway Home Services - Pittsburgh, PA
Realtor serving Pittsburgh's North Hills

i'm just wondering when and how you get people's birthdays and anniversarys.

Nov 09, 2015 01:00 AM
MaryBeth Mills Muldowney
TradeWinds Realty Group LLC - Braintree, MA
Massachusetts Broker Owner

Thanks so much I really like the idea of reacting to your GROUP ONE LIST each Monday or pick the day of the week that works for you and be consistent!  thank you.

Nov 09, 2015 04:15 AM
The Derrick Team - Indy Metro Realtors
Carpenter Realtors - Avon, IN
Your Pet Friendly Realtors

Only wish there was a better way to manage this process without paying an arm and a leg for software that isn't that easy to use. But then everything comes with a price....

Nov 09, 2015 05:42 AM