A great way to start the year out with new clients is to make a meaningful contact with all of the people you worked with in the previous year.   Here is a simple and very effective way to do that.

It’s called the “Tax Helper System” and it goes beyond a simple thank you (which every agent does and your clients already expect).  Agent Steve Sofka uses this system to do something unexpected for his clients — saving them time and getting more referrals in the process.

Here’s how he uses this system and a ready-to-use letter you can mail or send via email (download below)…

STEP 1:

Every time you close an escrow…whether you are representing the buyer OR seller…make 2 copies of the HUD-1 closing statement.

STEP 2:

Put them in an envelope along with a copy of a personal letter. Here’s an example letter of what I send…

You can click the image below to download your ready-to-use template:

STEP 3:

Put the closing statements along with the letter in an envelope, address it to your clients.

Make sure you use their NEW address, and put the appropriate postage on the envelope!

STEP 4:

Take the envelope and put it in a box and collect them all year long…

In January, take your box with all of the addressed and stamped envelopes you’ve accumulated through the year and put them all in the post office.

Side Note: By putting the postage on as you go, it eliminates your having to have one big lump sum for postage – as long as you use the Forever Stamps that work even when postage prices go up.

STEP 5:

Wait 2 or 3 days after you mail the packages and then start calling all of the clients you just mailed to. Your conversation should go something like this:

Introduction: “Hi John, A few days ago, I put a package in the mail to you and I was just following up to see if it arrived yet.”

Reinforce why you sent package: “You got it… that’s great! I heard from so many clients about not being able to find that paperwork… so I like to send it to save you some time and as another way to say ‘thanks’ for working with me.”

Transition to question: “It was a pleasure working with you and I find other great clients come from my past clients. Who do you know that who is considering buying a home or selling their home in the next 6 to 12 months?”

You will be amazed by the responses (and referrals) you will get for your thoughtfulness!

The referrals will come either on the first phone call or later if you continue to follow up with a valuable contact each month.

Use this “Tax Helper System” along with the letter and follow-up phone script (very important) in January to start each year strong.

What do YOU do each January to start the year strong?

Email us to share it with the Agent Inner Circle^® community. Or…

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Like most veteran agents, I got tired of going to listing presentations.  Most sellers have no clue what to ask to select the most qualified agent.

When I know I have to compete with other agents for a listing, I simply send the sellers the questions to ask ahead of time.

Before the listing appointment, I send this folded 8.5″ by 11″ report to the seller that positions me as DIFFERENT from every other agent.

I call it my “Listing Silver Bullet Report” because nine out of ten times I’ll win the listing before showing up for TWO main reasons: 1)  I’ve demonstrated my value to the seller, and 2) proven my superior marketing ability.

When I do show up, it’s not to make a presentation… it’s to sign the listing agreement and walk out 5 minutes later.  Here’s my template that you can personalize and use in your own practice…

Click the image below to download the template:

Plus, here are a few tips for printing and using this strategy:

• Print this on 8.5″ by 11″ paper, double-sided, and fold it like a booklet.
• You can drop by and hand-deliver this or mail it your prospective sellers.

What’s YOUR best strategy for winning a listing presentation?

Put your idea in the comments section below this article…

[Ed. Note:  If you don't have the other special reports listed on the back side of this report... you can create your own or use the pre-written special reports provided as a bonus for Service For Life!^® members.]