Client Events for Anyone

Education & Training with The Lones Group, Inc.

The Lones Group, Inc.

Client Events for Anyone

How do we plan a client appreciation event that keeps everyone happy? Simple - we don't! What we need to find is the sweet spot that appeals to the most people.

When I started planning a client appreciation event, my first step was to classify my past clients. I had groups of families, couples, single professionals, seniors, and more. Then, I tried to think of something that would appeal to all generations. Watch the video for some of my most successful ideas—and my least successful event idea—and the keys to creating a winning past-client event that lots of your past clients will love to attend year after year.

Need help with getting the word out? Or maybe your event needs some specialty design work. Event RSVP postcards, flyers, menus, favor-bag stickers, banners—you name it, our design team can make it. Best of all, you can use the same tools year-after-year for a smooth-running event.

If the last few years have been a roller coaster, you need this class to refocus on the activities that will bring you more business, help you get better-connected to your clients, and develop a strategy that takes advantage of your strengths and opportunities. Come to Stop Making Excuses, Start Making More Money this October 24-25 or December 5-6 at the Lynnwood Convention Center for a two-day workshop with me, coach Denise Lones, and learn what action you need to take to create a steadier business in the years ahead.


By Denise Lones CSP, M.I.R.M., CDEI - The founding partner of The Lones Group, Denise Lones, brings nearly three decades of experience in the real estate industry. With agent/broker coaching, expertise in branding, lead generation, strategic marketing, business analysis, new home project planning, product development, Denise is nationally recognized as the source for all things real estate. With a passion for improvement, Denise has helped thousands of real estate agents, brokers, and managers build their business to unprecedented levels of success, while helping them maintain balance and quality of life.

The Lones Group, Inc.

Comments (8)

Bill Salvatore - East Valley
Arizona Elite Properties - Chandler, AZ
Realtor - 602-999-0952 / em:


Enjoyed your blog page, and I added you as a friend. I would love the follow back. Thanks Bill

Sep 16, 2022 12:38 PM
Kathy Streib
Cypress, TX
Home Stager/Redesign

Hi Denise- I loved the information you provided especially sharing what event did not work out for you. And I have to agree...the boat idea was cute and very generous but for me, I don't like feeling like I'm a captive. 

Sep 16, 2022 05:53 PM
Denise Lones

That's exactly what it was for many people in the feedback I received -  and I'm sure the same would be true if I tried that again today. Lesson learned! - Denise

Sep 19, 2022 12:43 PM
Carol Williams
Although I'm retired, I love sharing my knowledge and learning from other real estate industry professionals. - Wenatchee, WA
Retired Agent / Broker / Prop. Mgr, Wenatchee, WA

Hi Denise,
Great points about more inclusive, yet barrier-free events. 

Sep 18, 2022 08:40 AM
Denise Lones

Being inclusive and barrier free is a great way to put it - thank you Carol! - Denise

Sep 19, 2022 12:58 PM
John Juarez
The Medford Real Estate Team - Fremont, CA

Our Team staged an Ice Cream Social on afternoon a while back. It worked out pretty well.

Sep 19, 2022 05:33 PM
Denise Lones

Drop-in events can be very popular because clients don't have to worry so much about time or interacting with other clients present. It's an open and welcoming opportunity to reconnect - good work! - Denise

Sep 27, 2022 02:43 PM
John Marshall - FORE!
LoKation Real Estate - Cherry Hills Village, CO
Specializing in Golf Course Properties

Denise Lones I like the idea of categorizing, for years (23 and going strong) we have had an annual BBQ as our big summer event and a Christmas Party for the winter event. We pretty much have it down to a science and invite over 300 people. We ask people to bring a favorite side/dessert for the BBQ which helps us to have enough food, and for the Christmas party we ask anyone that wants to bring a gift to please bring non-perishable food that we can donate to a food bank. We typically have about 100 people that show up through-out the event.

Sep 22, 2022 06:10 AM
Denise Lones

This is an open-house/buffet-style event? Sounds fantastic and what a great opportunity to share the fun. Do you share pictures or send "Wasn't the same without you" cards afterwards? - Denise

Sep 27, 2022 02:44 PM
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Good morning Denise - this is the time when those who can adapt will survive.

Sep 24, 2022 03:14 AM
Denise Lones

Adapting has been a recurring subtext in our blog posts for many years now. Agents must be flexible planners. - Denise

Sep 27, 2022 02:45 PM
Leanne Smith
Dirt Road Real Estate - Golden Valley, AZ
The Grit and Gratitude Agent

Thank you for sharing your experience. I have note cards that I snail mail to both clients and colleagues on a regular basis stating how I appreciate them.

Sep 24, 2022 07:43 AM
Denise Lones

Leanne - Thanks for sharing! I hope you are including a personal note in each. We have done several studies of this over the years as a brokerage and as a coach - every time it makes a huge difference in impact. - Denise

Sep 27, 2022 02:46 PM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Good morning Denise Lones ,

So glad that Carol Williams featured your post in her Second Chance Saturday Series. Thanks for sharing your ideas and experience.....always learning what works and what doesn't!

Sep 24, 2022 10:22 AM
Denise Lones

Dorie - Thank you for including me in your learning process. Love seeing your comments every week. Hope we get to meet or work together some day. - Denise

Sep 27, 2022 02:48 PM