Happy clients are an essential part of any business, but especially important in real estate. Happy clients are more likely to complete a home sale, but also more likely to recommend you to friends, family and colleagues. But, you can’t know if your clients are happy or not unless you ask. Use these templates to get in touch with your clients at every point and make sure your clients are happy.

5 Client Touchpoints to Wow Your Real Estate Clients (With Templates)

As you work with your clients, check in with them regularly to see how things are going. This will help you uncover any weak points in your process while also ensuring that your clients are pleased. Consider using these templates at key client touchpoints. You might email these templates to your clients, use a paper version if they prefer, contact them via social media or another method of their choice.

1. New Listing

Giving your clients access to the latest listings will give them a better chance of finding their forever home. When you give your clients updates about new listings, this is also a good time to check in and make sure the process is going smoothly.

At the end of your message, after a link or notification to a new listing, add this message to give your clients the opportunity to provide feedback.

Hi [Client’s first name],

There’s a new listing you might be interested in. Take a look at this new home:

[Listing here]

How is your home search going? Is there anything you need help with? Let me know. Use this form or create a video to tell me how it’s going and if there’s anything I can do to help. [insert link here]

Sincerely,

[Your name]
[Your contact information]

 

Realtor's Referral Marketing Playbook

Get the tools you need to wow clients, gather praise, and generate leads. Download the Realtor’s Referral Marketing Playbook

 

2. After Showing

Once your client finds a home they like and arranges a showing, this might be a good time to check in with your client again. At this touchpoint, your client is more invested in finding the right home and is more likely to follow through if they find what they’re looking for.

At this point, use this message to maintain communication with your client. Update this template with any other information your client might need, or any other updates you want to make them aware of.

Hi [Client’s first name],

I wanted to check in with you after the showing. How are you feeling about the house? Do you have any other questions I can help with? Feel free to respond to this email, or give me a call.

Sincerely,

[Your name]
[Your contact information]

3. Purchase Incomplete

When a client finds the right home and makes an offer, it might not always work out. The offer might be too low, an inspection might reveal unexpected problems, or another issue might come up. In these situations, you’ll want to check in with your client again. Give them an update, encourage them not to get discouraged, and ask if there’s anything you can help with as your client continues their search. Customize this template with any details you’d like to add about the incomplete purchase, if needed.

Hi [Client’s first name],

I’m sorry that the previous offer didn’t work out. But don’t worry, there are still plenty of homes available that meet your criteria.

Do you have any questions about your home search, or wondering about any particular homes? Feel free to get in touch with me at any time.

Sincerely,

[Your name]
[Your contact information]

4. After Inspection

After inspections are completed, your homebuyers are almost finished with the process. This is another good time to check in with your clients and see how they’re feeling. When you give them an update on the inspection results, or after you know the inspection is supposed to be completed, send a quick message.

Hi [Client’s first name],

The inspections turned out great, it looks like we’re ready to proceed. How are you feeling about the home purchase? Do you have any questions or concerns? If so, feel free to let me know anytime.

Sincerely,

[Your name]
[Your contact information]

5. After Purchase

Once the purchase is complete and your clients are ready to move in, this is one of the most important times to reach out. At this time, you want to get feedback about the buying process so you can improve it, but you can also get a valuable client testimonial. Testimonials from happy clients are valuable marketing assets that you can use to connect with other potential clients.

It’s understandable that your clients will be busy moving, so you’ll probably need to reach out more than once. Try getting your client’s feedback just after the sale is complete, before they start with the moving process. If you don’t hear from them, try again in a month or so, once they’ve settled in.

Hi [Client’s first name],

Congratulations! The home is yours! I’m so happy that I could help you find the home you’re looking for, and be a part of this big step in your life.

If you have a couple minutes free, I’d love to get your feedback on this process. What was really helpful for you? What would you change? Click this link [insert link here] to give a short video or written testimonial. This will take less than five minutes and helps me out a lot.

Wishing you all the best in the future in your new home!

Sincerely,

[Your name]
[Your contact information]

 

Realtor's Referral Marketing Playbook

Get the tools you need to wow clients, gather praise, and generate leads. Download the Realtor’s Referral Marketing Playbook

 

With consistent, reliable feedback at varying touchpoints across the buying process, you can see where you can improve and you can also get valuable testimonials that will help to engage more clients. Your happy clients will appreciate your active communication and positive testimonials will give prospective clients confidence in your skills.

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Posted in: Customer Loyalty