ORGANIZING YOUR CRM PART 5/6: SPHERE AND PAST CLIENTS
What about your sphere and past clients when organizing your CRM?
If you didn’t have the chance yet, make sure to check out part 1/6 about organizing new leads, part 2/6 about A, B, C and D buckets , part 3/6 about Long Term Nurture and part 4/6 about Behavior Based Follow Up.
This is part 5 of our six-part series about organizing your CRM on a super high level. If you haven't, go back and watch part one to four and make sure you have the basics for setting up your CRM for success!
Keeping in touch with your sphere and your clients is an important part of growing your business.
The first step to do this is starting to enter your sphere into your CRM. Tagging them enables you to create one clean list four your sphere and invite them to client events and other occasions! When running three to five client events every year this is an easy way to stay in touch with your sphere - as long as you have them clearly labeled and segmented into one clean list.
To expand this list, add your past clients to it. The average person buys and sells multiple houses during their lifetime, so it's important to stay in touch! Setting up a monthly market report and inviting them to client events is a great way to do this while establishing authority.
Stay tuned for the final part of our six-part series! If you didn’t have the chance yet, make sure to check out part 1/6 about organizing new leads, part 2/6 about A, B, C and D buckets , part 3/6 about Long Term Nurture and part 4/6 about Behavior Based Follow Up.
If you have any questions about this, the Novak Team or eXp: Shoot me a message! I am happy to help!
