Ultimate Client Relationship® Holiday Engagement Dialogues

Ultimate Cl ie nt R e latio n s hip®

Holiday Engagement Dialogues

→ PHONE CALLS "I was thinking about you..."

(ask about what’s important to them) “how is Jannie doing with soccer?”

“As I reflect on 2021, I am grateful...”

(A little vulnerability can open up the conversation!)

“... that I’ve been able to help (x) families with their real estate journey this past year.” “... that we’ve been able to help our parents remodel their place.”

"As we look to turning the page on 2021, I’m looking forward to______" (adventures, getting Johnny off to college, learning a new skill or hobby)

PRO

TIP:

Standing and smiling while on the phone increases the engagement for both you and the person you are speaking with.

→ TEXTING Open a conversation with a GIF, Bitmoji, or a quick video of you.

"I was thinking about you..."

Ask them about something that’s important to them. For example: “How is Jannie doing with soccer?”

"I’d love to catch up sometime this week"

Give several options... “Let’s grab a coffee or have a phone or video call.

Does Wednesday or Thursday work for you?”

PRO

TIP:

A call to conversation can create a reason for a response.

→ VIDEO CHECKING IN

Face Time or Duo (Android Phones) check-in:

“

How are you celebrating the holidays this year?

”

“

Is your family coming home to celebrate over the holidays?

“What are you looking forward the most about the holidays?”

”

Pay attention to how they are communicating, not just the words, but the PRO

tone and body language. Empathy and care along with engagement can TIP:

make a massive difference in building deeper relationships.

→ THANKSGIVING CARDS “All year long but especially during this season, I’m grateful for clients like you!

Happy Thanksgiving.”

“Thank you for working with me this past year. I’m especially grateful during this season.”

“May your Thanksgiving and all the days ahead be filled with happiness, joy, and prosperity.

Thank you for your continued partnership!”

PRO

TIP:

If you can include a question that is personal and highlights that you know them well, helps to deepen relationships.

→ THANK YOU CARDS “The gift of your time/help/support means more than anything. I really appreciate all you’ve done for me.”

“Thank you for being my best supporter!”

“I wanted to say thank you, but I realized I don’t know where to begin.

There are so many things I couldn’t have done without you this year!”

→ SOCIAL MEDIA Play Video: How to share MyDesk Email Campaigns on Facebook

→ GRATITUDE Text, meme or video: Share a message of gratitude from you

“

As I reflect on 2021,

I am grateful for

”

→ VIDEO ENGAGEMENT

Learn about BombBomb email templates

Using BombBomb to engage with your relationship database PRO

TIP:

Remember to smile! A happy face conveys more than words.

→ ADVANCED ENGAGEMENT Here are some fun ideas to consider!

2022 HOUSING FORECAST CUSTOM GIFTS Check out knackshops.com ACTIVITIES Crafts, baking kit, games, puzzles

FOOD Homemade or locally sourced food (desserts, meats, fruit box, etc.)

SPECIALTY Coffee, hot chocolate, tea, etc.

POPPING BY Mini champagne or popcorn gives you a reason to pop by

IF A CLIENT asks about real estate:

“Would you be interested in an equity

assessment on your property to know how much equity you have in your home?

”

“Would you like

to receive a monthly report for your neighborhood?

”