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Strategic Thinking Countdown – Customer Analysis Analysis Day 20

By
Real Estate Agent with Dirt Road Real Estate SA676002000

The words of Sam Walton still ring true and maybe even more so in today’s real estate market.

“There is only one boss.  The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.”

Then Peter Drucker builds upon the foundation of Walton’s famous quote with these words:

“The aim of marketing is to know and understand the customer so well the product of services fits him and sells itself.”

For many real estate agents, there is a lack of specificity regarding their customers and their clients. By analyzing (think assessing) both customers (those who have inquired but have not agreed to work with professional real estate agents) and clients (those who have agreed to work with professional real estate agents), clarity surfaces and with clarity better execution happens.

A customer analysis can be broken down into numerous categories depending upon the location of the agent.

  • Demographics – Age, Sex, Education, Experience, etc.
  • Budget – Cash, Financing such as Conventional, FHA, VA, USDA, Owner Carry of 1031 Exchange
  • Financial Ability - Credit Score, Debt to Income Ratio, etc.
  • Seller or Buyer Why’s – First time seller or buyer, Moving up, Downsizing, Relocation due to employment, Retirement, Moving for Health Issues, Snow Bird, etc.
  • Needs – What are the basic needs such as location to amenities, no Homeowner’s Association, schools, healthcare, open floor plan, single story, garage, lot size, etc.?
  • Wants – What are the “I would like to have, but are not a deal breaker if I don’t have it” wants?

Recently I spoke with a customer, an out of state older cowboy, who is now a client. He had spoken to several other real estate agents who failed to adequately educate him about buying vacant land. We have had about 3 hours of communication over the course of several weeks that allowed me to answer his questions while educating him about purchasing buying vacant land or even residential properties here in Mohave County, AZ.  Being a cowboy he has horses and his “Need” is at least 5 acres with grass to reduce paying for hay.

Many of my customers and clients are relocating to Mohave County, AZ for various reasons though relocating for employment is not a frequent “Why.” Some of my clients work from home and one of their must needs is good Internet service.

Possibly in this analysis, identifying why the customer reached out to you may be helpful. Often this initial contact may be from direct referrals or Internet recommendations.

When this analysis or any other analysis is conducted on an annual strategic thinking basis, there will probably be trends that may have gone unnoticed because the strategic thinking was never undertaken.  

Strategic Thinking Countdown Day 19 will discuss critical goal categories which help to organize goals and provide additional support to achieve small business success.

Extra Strategic Thinking Activity:  Remember these two sales axioms:

  1. People buy from people they know and trust
  2. People often buy first on emotions justified by logic. 

Your “tagline," Value or Positioning Statement, Communications, and Marketing copy should reflect these two sales axioms.

Leanne M Smith, The Grit and Gratitude Agent Who Goes the Extra Mile Because Life Begins Where the Pavement Ends.

Feature Photo Courtesy of Pixabay.com

Any reproduction of Leanne M Smith’s blog for use by any AI or GAI, distribution or reproduction including but not limited to electronic newsletters e.g. PDF’s Internet sites or physical products e.g. newspapers, CDs without prior written permission and consent by me, Leanne M. Smith (Leanne Hoagland-Smith) is strictly prohibited.

Posted by

Leanne M. Smith, MS, GRI, rCRMS

2018 KGVAR Rookie Realtor of the Year-55+
219.508.2859 MST
Life Begins Where the Pavement Ends
Connect with me on LinkedIn:
http://www.linkedin.com/in/leannehoaglandsmith
Show All Comments Sort:
Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

Hello Leanne - the Sam Walton quote you share in your post is another longtime favorite of mine.  That said, I am enjoying your current series of posts although I may not always comment on them, they do provide good reading.  Proving once again, you never know where (or when our posts will be seen).  Happy Thursday.  

Dec 12, 2024 11:53 AM
Leanne Smith

I do appreciate you Michael Jacobs letting me know you are enjoying this series. Thank you and take care

Dec 12, 2024 12:30 PM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

You can't go wrong with words from words of Sam Walton and Peter Drucker! Both offer so much wisdom they are some of my favorites. Good post you are right many real estate agents offer lack of specificity regarding their customers and their clients. The more the clients understands the better a transaction moves!

Dec 12, 2024 12:42 PM
Leanne Smith

So true and glad you enjoyed the quotes. Thank you for sharing your thoughts.

Dec 12, 2024 12:44 PM
Endre Barath, Jr.
Berkshire Hathaway HomeServices California Properties - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Leanne Smith  what a great post, now just to be clear, I do not have customers, I have clients and it makes a huge difference just my two cents, Endre

Dec 12, 2024 10:57 PM
Leanne Smith

I think in the terms of potential clients. However in the Code of Ethics there is a distinction between customers and clients. If we look at the old school sales vocabulary, we have suspects, prospects, qualified prospects and customers.

Dec 13, 2024 06:23 AM
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 Leanne,
This post is a great reminder of how important it is to truly understand our clients to serve them properly. Sam Walton’s and Peter Drucker’s insights emphasize the importance of customer focus. Investing time in understanding their unique needs, wants, and motivations not only builds trust but also positions us as professionals who genuinely care. Your example of the cowboy client perfectly illustrates how clear communication can turn inquiries into meaningful relationships.

Dec 13, 2024 03:19 AM
Leanne Smith

Thank you and I believe the telling of personal stories enhances our knowledge and wisdom. Also I appreciate the Saturday feature as well.

Dec 14, 2024 08:00 AM
Brian England
Ambrose Realty Management LLC - Gilbert, AZ
MBA, GRI, REALTOR® Real Estate in East Valley AZ

Hmm, I have never really gone into that much depth in thinking about my customer base, but I guess I have had to consider these things when developing the marketing I have done in the past, haha.

Dec 13, 2024 04:36 AM
Leanne Smith

Might be a good future action. Thank you for your comment.

Dec 13, 2024 06:07 AM
Jeff Masich-Scottsdale AZ Associate Broker,MBA,GRI
HomeSmart Real Estate - Scottsdale, AZ
Arizona Homes and Land Group/ Buy or Sell

Sam Walton said and did a lot of good stuff Leanne. I love your choice about looking the client in the eye and tell them like it is. If you don't, they can fire you. Jeff

Dec 15, 2024 02:06 PM
Leanne Smith

Yes Sam did and his character was present in his actions from not showing off his wealth to thinking about helping those in rural areas.

Dec 16, 2024 08:01 AM