4 Opportunities to Showcase Exceptional Customer Service

customer serviceExceptional customer service is a foundation for real estate referrals and repeat business. In the midst of your busy workday, it’s important to prioritize your relationships with your leads and past clients to secure more deals. That’s why I’m sharing this terrific post from Nick Najjar that originally appeared on Inman. Nick explains 4 important ways you can stand out as a real estate agent by providing your clients with terrific service.

Nick writes:

How many times a week do you ask this question to your clients: Would you recommend us to your co-workers, family or friends? You will know the answer by how well you have created a world-class experience for your customer.

Like most things in business, exceptional customer service starts with great systems. Implement these strategies to create an experience that is not only remembered by your clients but is also talked about among their friends consistently.

1. Create systems that ‘wow’ your clients

Pick one system today to implement and add to your business. Ask around to other top agents.

What’s one system you have in place to ensure you deliver an amazing experience for your clients? Remember not to bite off more than you can chew. Pick one. Implement. Then once that habit and system is in place, choose another.

A simple one that I heard about recently is a real estate agent who takes the time every day to call all of his clients and personally wish them a happy birthday. Does this take a lot of time? Yes.

Will they ever forget that call? No.

An easy way to do this is just go to Facebook and pull a list of your friends who have birthdays for the week. Put time on your schedule to call them. It’s simple but very effective.

IXACT Contact Tip: Wow-ing your clients with a thoughtful birthday phone call is easy with IXACT Contact. The real estate CRM will remind you of your contact’s birthdays and home move-in anniversaries, so you’ll be prompted to make the call, and make their day!

2. Seek first to understand

When a client or prospect reaches out, be sure to listen. It sounds simple but is so often overlooked.

Listen attentively, and ask great questions to understand what your customers really want. Set proper expectations on the front-end.

So many times improper expectations cause tremendous amounts of hassle and worry for your clients later in the process. Use one of the most important rules of customer service — underpromise and overdeliver.

IXACT Contact Tip: Sure, it would be nice to have an impeccable memory. But with all the information we take in, it’s impossible to remember every detail. Use the contact profile section of your real estate CRM to save details about your contacts so you can easily look back for reference.

3. Use leverage

Leverage your staff and allied resources. Think about it. You can’t provide the great service of 15-plus different companies that are involved in the transaction. However, if you treat them as an extension of your team, they will go above and beyond to impress your clients.

One important caveat is to properly vet your vendors and allied resources. Don’t let one of your trusted service providers create a bad customer service experience for your customers.

Remember: it almost always will fall back to you if you are the one who referred them.

Empower clients to utilize your company and staff so that you can focus on serving them at the highest level. Many sales people make the mistake of wanting to handle every part of the transaction so that they can provide the best customer service possible. This is contradictory though.

IXACT Contact Tip: Keep an organized list of your preferred professionals in the Business Directory section of your real estate CRM. That way, you’ll have contact info handy, and you can even refer others to them when you’re asked for a recommendation.

4. Exceed expectations

Create memorable experiences for your clients. My guess is that every transaction has three to five opportunities for you to go above and beyond.

Ask yourself, “What more can I do?” Don’t settle for average. Do more than expected, and leave a lasting impression. This will turn your average clients into raving fans.


It’s far easier to provide stand-out customer service when you use the right tools to keep you on track. Get a free 5 week trial of IXACT Contact real estate CRM and you’ll be a real estate relationship rockstar in no time! The CRM will remind you of birthdays, store important details about your contacts, maintain your business directory and MUCH more!

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