How Detailed Notes integrated in your CRM give you an Edge
In Real Estate, Success isn’t just about Conversations - It is about Documenting every detail. Master effective Note-Taking and CRM use to elevate your service from good to truly Great. Read more…
Being a Good Real Estate Agent will no longer be sufficient to thrive in this Industry, you MUST become a Great Real Estate Professional. Good Real Estate Agents are Great Conversationalist and Great Listeners. But Great Real Estate Professionals are Great Note-Takers as well; they summarize each Consultation/Conversation/Presentation and place said Notes in their CRM for future review, follow up, and “Next Action” Activities. They are smart and do NOT use their Minds as Information Storage, nor expect to recall every single detail or every single conversation they have with their clients.
You see, your Dentist does it; your Doctor Does it; your Pharmacist Does it; even your Regular Car Maintenance Service Shop does it as well -- they “Take Notes” after every visit. They basically document a little of what you told them, what they worked on, and when there should be a Follow Up. They also make sure they Date and Timestamp all their notes, so they can go back and see if there is a pattern, potential conflict, or future opportunities.
Keep these ideas in mind when taking Good Real Estate Notes:
Get a CRM: I can’t emphasize this enough. A proper Real Estate CRM like Wise Agent (and there are others) is integrated with your Calendar, your Note-Taking, your Activities, and each note you add is Date and Timestamped.
Names and Relationships: Write down the Names of people mentioned and their relationship to your client. This helps in building rapport and understanding the client's support system.
Client Motivation: Understand and document why your client wants to buy or sell. This insight allows you to tailor your approach and meet their needs effectively.
Addresses: Their Existing Property Address; their desired type of property and details; Neighborhood Amenities; and more importantly Lifestyle/Work needs and desires.
Special Dates and Milestones: Keep track of significant dates like anniversaries, birthdays, and planned events. Remembering these can impress clients and strengthen your relationship.
Financial Considerations: Note any financial concerns or constraints. This helps in setting realistic expectations and finding suitable solutions.
Major Objections: Record any objections raised and whether they were addressed successfully. This prepares you for future discussions and objections that might arise.
Potential Friction Points: Anticipate and document possible challenges. Proactively addressing these can prevent issues down the line.
Armed with these Notes you are now ready to put together a “Plan of Action” specific to this Client’s Needs. You also have a way to go back and defend any misunderstanding that may arise in future disagreements. But more significantly, these notes will play a Big Role in your Follow-Up and Referral Success.
Remember this Adage: “Actions Speak, but Documented Actions Last.”
--- Some Quotes and Affirmations examples below Graphic:
Transform from a Good Agent to a Great Professional by mastering Note-Taking, Client Insights, and CRM Skills. Elevate your Service and Achieve Great Results.
Reflect on these Quotes and Affirmations and feel free to write a few of your own:
“Continuous Improvement is better than Delayed Perfection.” – Mark Twain
“A Good System shortens the road to The Goal.” -- Orison Swett Marden
“Every Consultation I have is an Opportunity to build Lasting Relationships and Trust.”
“I Diligently Document and Organize my notes to provide Exceptional Service to my Clients.”
“I Personalize my Service by remembering and acting on The Details that matter most to my Clients.”
Author: Key Yessaad is a Seasoned Real Estate Strategist and Coach with over 20 years of industry experience; Key is renowned for his unwavering commitment to Accountability and Empowerment. Specializing in Listings' Strategy and Production Coaching, Key offers 2 transformative programs: “All-Day In-Person Strategy Workshops” and “Immersive 3-Month Boot-Camp Trainings.” Through a lens of Self-Discipline, Key guides brokers and agents to master Essential Skills - from Time-Blocking to Getting Listings and Sales Conversion. With his mentorship, unlocking your full potential and attaining greatness in your career isn't just a goal – it is a Tangible Reality, backed by actionable steps and unwavering support.
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