Lead Follow Up

 After closing on a rental transaction, especially if you were the tenant’s agent, follow up is essential in order to grow your real estate business.  As an agent, you want your closed clients to become a good source of referrals and potentially repeat clients.

From a tenant agent perspective, here are some basic follow up items to do once your clients have signed a lease agreement.

1. Add client to Email Marketing and initiate Follow Up Boss’s Rental Closing Action Plan

Email Marketing is a free service Fulton Grace Provide to all of our agents.  Marketing designs two monthly emails that will go out to you all of your designated contacts.  One of the emails is a seasonal theme and the second is a company newsletter.  Both emails will contain your headshot, the Fulton Grace logo and any associated team or individual logo. 

Initiate Action Plan

2. Send Thank You Card

• Please watch video below in order to use

• To request a custom Thank You Card and a Custom Thank You Card w/ Gift, please use this Form - Click Here

This form will also be available in FG HUB in the Marketing Section.

In order to use Custom Thank You Card / Custom Thank You Card w/ Gift: 

• Make sure recipients address is completely filled out in Follow Up Boss

• In the AmCards.com section, please locate your custom option.

Thank You Card How To

• Complete your personal message

• Change the Return First Name and Last Name to you.

 Please let me know if you have any questions.

See below for examples

5. Request a Zillow Review

If you are certain your client had an amazing experience with you as their agent, we strongly recommend requesting a review.  There is an email template in FUB that you can use. “Ask for testimonials/referrals - (NEED TO EDIT)”  Make sure to edit template accordingly and add your link to your Zillow Profile