Unlocking the Key to Client Retention
Jun 28, 2024 ·
16m 53s
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Description
Client retention is essential in the mortgage industry and beyond. With every transaction holding significant value, mastering client retention is more critical than ever. In this episode, I share the...
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Client retention is essential in the mortgage industry and beyond. With every transaction holding significant value, mastering client retention is more critical than ever. In this episode, I share the top skill to enhance your follow-up process, which is vital for increasing client retention. Effective follow-up can make or break a business, and I’m excited to share my key tips for success:
• Set clear expectations for follow-up
• Regularly evaluate your follow-up process
• Use a CRM that offers diverse communication methods
• Mirror and match communication styles
• Be cautious with automated messages
• Monitor the frequency of your follow-ups
• Personalize your messages
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• Set clear expectations for follow-up
• Regularly evaluate your follow-up process
• Use a CRM that offers diverse communication methods
• Mirror and match communication styles
• Be cautious with automated messages
• Monitor the frequency of your follow-ups
• Personalize your messages
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