Description

You’ve made it to the big day. Your client is ecstatic, keys in hand, but what do you do next? Do you have a process in place to maximize your relationship with your client—ensuring that your relationship doesn’t end there? Here are two great workflows to ensure you take the best next steps with your client.

The Past Client Follow Up workflow is a great workflow for follow up for the first few years following closing for a buyer helping them get connected in their new community. There are also annual celebrations going out six years.

You know that online reviews are key to growing your business. The hard part is remembering to request reviews in an effective and timely manner. The Get Reviews workflow can be launched on clients at any point during their interactions with you and will request a review twice from your clients.

2 Workflows
19 Templates