Survey Follow Up Leverage
Getting a 5 star is the goal! How many do you have in the last 90 days you can be more effective on? Do you have a regular system to gain more volume? Are you having to go back or striking when the iron is hot?
When a client completes a survey, they have extended a form of gratitude.
Key follow up to survey results:
Did you send an initial video explaining how you work?
Reply to the survey online in the portal if possible.
Post the survey on social media
Tag the buyer’s agent
Tag the client
Tag the listing agent
Tag the law office
Ask all parties to share again
Offer lunch on a great deal for the law office (Pizza $20)
Create a quick ‘thank you’ video for all parties in the trasaction in addition and text it.
Call the Listing Agent on purchase to follow up for any feedback and ask for business!
Add the Listing agent to Partner Board follow up.
Forward the survey with email to employer human resource, thanking them for the help.
offer discounts for other employees
Offer a lunch and learn option
Offer to post about the business
Offer to highlight the business on social media ‘Business Spotlight’ interview
If the loan was a refinance…
Forward the survey to the partner (Business partner, Financial Planner, CPA, Friend)
Follow up call and ask for business!
Leverage the survey in email blasts to all contacts.
Prepare marketing that captures big results.
The biggest part of the activities above is the call to close the contact and ask for business!
