Your Client’s Journey Matters – How to Create the Perfect Action Plan

Every client has different goals and a different approach when it comes to fulfill their dream of a house. But despite all the differences, every client’s journey consists of five components.

Every client has different goals and a different approach when it comes to fulfill their dream of a house. But despite all the differences, every client’s journey consists of five components.

To turn leads into forever clients it’s important to create an action plan for each of these milestones. How can you help and assist your clients the best way?

  1. Marketing: How do you generate the leads?

  2. Conversion: How do I convert this lead?

  3. Sales: Meeting the actual person and help to define the goals for buying or selling a home. Fulfillment: What happens once a client is under contract?

  4. Forever client: How can I become this client’s real estate agent for life after the closing? No matter what their real estate needs are, we are always there for our clients!

If you need help with crafting your buyer’s or seller’s journey feel free to browse our career-tutorials or directly reach out to us! We would be happy to share with you the different action plans our team uses for each of these big milestones.

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