4 Most Efficient Ways to Organize Client Contacts

By Maddie Jostol, Senior Marketing Manager

organize client contacts header imageYour database of contacts is only as good as the data you put in. It is absolutely vital for real estate agents to keep their database up-to-date, complete, and well segmented in order to get full value out of it. Segmentation enables you to group your contacts based on requirements that fit your sales process. Reach the right people, with the right message, at the right time.

In MoxiEngage, for example, we call them Groups. Associate your contacts with certain groups so that you can effectively filter your database, include groups in marketing campaigns, or reach out to certain segments.

Below are four efficient ways to organize clients contacts in order to keep your database neat and tidy and reap all of its benefits.

1. How you know them

Have a bunch of contacts from your son’s years of playing select soccer? Or from the charity auction you help plan every year? Or maybe from that sewing class you go to occasionally? Whatever it is, consider grouping contacts based on how you know them. Not only will this jog your memory and help you keep track of the hundreds of people in your sphere, but it will also enable you to plan events that gather these like-minded people together, since most of them will know each other as well.

2. Interests

When you group people based on common interests, you can keep them engaged in ways that matter to them. Group together your dog lovers, your baseball fanatics, and those who like to fish. This way, you can send them tailored content that is relevant to them and their lives. When you go to host meet-ups or local events, you’ll know exactly who to invite, by reaching out to your groups with relevant interests.

3. Likeliness to buy

If you want a more fluid system, organize client contacts based on where they are in your sales funnel. Most agents already have a system in place, whether it’s a 1-2-3, A-B-C, or hot-warm-cold system. The key here is that you have to be committed to keeping your database updated and squeaky clean. This type of system only works if you keep these groups updated, so you’re sending the right people the right information. Nobody wants to receive a “have you considered selling?” email from an agent they just purchased a house with.

4. Past clients

This is your starting lineup. These are the people who are in your camp. They’re your biggest fans, who you should take particularly good care of. When you purchase a table at a charity event and can invite six people – this is the group you go to first. Or, when you host a community event, you add these people to the Facebook event invite because you know they’ll get everyone else excited about it. When you need new testimonials for your website, these are the people who are more than willing to take a few minutes to talk about their experience working with you.

Keeping in touch with your past clients is a vital piece to growing your repeat and referral business. When you have a well-organized, up-to-date database, your life as a real estate agent becomes infinitely more simple. Your marketing efforts go further and you see more engagement from your sphere of influence. After all, your sphere is the future of your business, so make sure you show it some care.

Posted on October 30, 2018 at 3:22 pm
Tiana Baur | Category: Sphere Marketing, Tips and Tricks | Tagged , ,

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