Written By: Victoria DelFrate, Mortgage Business Coach, and creator of ICanPlan.biz, an inexpensive online business planning tool!
Yes, it’s important that we pinch pennies and cut costs, but the one budget bucket that we simply cannot afford to dump is the one reserved for wowing our customers.
Client appreciation events are not a new concept, especially in the Real Estate arena where many well known Real Estate gurus have promoted the concept of holding a CAP (Client Appreciation Party) as a surefire way of building trust, cultivating relationships, providing an experience for our valued clients and, of course, securing future referrals and repeat business!
We continue to do business with people we know and like and the only way we can get to know and like you, is if you are popping into our lives every now and again via a live interaction. This live interaction could be a combination of phone calls, videos, workshops, seminars, mastermind groups, client appreciation parties or a simple invite to tag along or carpool to a local educational or social event.
However, in my experience, I have witnessed only a very small percentage of Mortgage Professionals who have included client appreciation events into their “Customer WOW Service” plan for the year. There also seems to be an assumption that a good client appreciation party will cost thousands of dollars to pull off. So, in an effort to strip away the $$ hurdle once and for all, I’d like to share 5 CAP ideas that have been successful for my own coaching clients with varying budgets:
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