5 Ways Technology Can Help You Keep in Touch With Past Clients

One of the best and most lucrative resources that any agent has is their connection to past clients. According to NAR, 43% of buyers found their agent through a referral from a friend, neighbor, or relative, and 65% of sellers either used the same agent they'd previously used in a transaction or found their agent through a personal referral.

While a personal connection is still the best way for most clients to find their agent, it's not where most agents are putting their time or energy. And that could be a big mistake, especially when there are numerous different types of technology available that can help agents stay up-to-speed with their sphere of influence and specifically with certain clients in that sphere.

1. You Should Be Using a CRM if You Aren't Yet

"Use a CRM" is no doubt advice that you've heard before, and there's a good reason for that: It's solid advice, and you aren't going to get very far in your attempts to stay in contact with your previous clients when you have dozens of previous clients and no way to track them.

A CRM allows you to sift your clients into categories, alerts you about who's potentially interested in selling their house, and prompts you to reach out to clients after it's been a while and you haven't heard from them. It's an indispensable organizational tool for any agent.

2. Share Personalized Market Updates

Most agents will tell you that their most-asked question is, by far, "How's the market?" If you helped someone buy a house even six months ago, they're probably curious about how the value might have changed and what that means for their investment.

It's easier than it's ever been to create a small but customized CMA for everyone in your sphere of influence and send it to them periodically. Tools like RPR can help you do this, and your CRM can remind you when it's time.

3. Craft Email Newsletters

Whether you send a regular monthly newsletter to your entire sphere with general market updates, or whether you have dedicated campaigns to specific types of buyers and sellers at different points in their purchase journey, email is a reliable way to reach out and say hello. As long as the content of the email is interesting and valuable, people will want to keep reading!

4. Connect on Social Media

Even if you're not a very active social media user, connecting online can still give you a window into your clients' lives (and remind you of their birthdays when that happens, too).

If you are active on social media, connecting to your clients allows them to stay up-to-date with the latest photos, videos, and goings-on in your life. It's a win-win!

5. Help Homeowners Manage Their Latest Resource

Even in a brand-new home, eventually something is going to stop working, or maybe the homeowners simply have questions. When was the air filter last changed, and what brand should they use? Which repair shops in the area specialize in GE appliances? What exactly do they need to do about sprinkler maintenance?

Platforms like Milestones.ai serve as a one-stop resource for everything that might eventually need attention in a house. It tracks service visits, alerts homeowners when it's time for a standard maintenance task, and more. We'll be digging into details about AI and how Milestones helps agents close the circle with their sphere of influence soon with our new Tech Titans series, so keep your eyes open for an in-depth chat with Milestones CEO and co-founder, Dustin Gray.