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Boost Your Business with More Referrals

Connect with your clients and watch your business take off.

It’s never been more important to forge lasting relationships with your past clients and sphere of influence. Leverage the power of CRM to help you organize and track those relationships, and actively schedule stay-in-touch activities.

Leads are more likely to convert to sales if you regularly keep in touch! Staying in regular contact with your past clients is critical for generating referral business.

  • Organize your contacts, manage your referrals
  • Share information and measure response rates with Campaigns
  • Keep in touch with email and print newsletters

Opportunities with firm deal status are your best source of referrals

Consistency is Key

You need to keep your name in front of your clients on a regular basis – they need to hear from you at least monthly if they are going to become a productive part of your referral engine.

Prioritize your relationships and stay connected with your important clients to maximize referrals. Automated action plans add activity reminders to your calendar to help you stay on top of your relationship maintenance activities. Use the Campaigns tool to send bulk email blasts and eNewsletters to stay top of mind each month.

The Campaigns Dashboard shows you at a glance which outbound email blast are getting the best response, to help you fine-tune your communications strategy.

Print Newsletters Keep You Connected

Stay connected with your important clients with a monthly newsletter delivered right to their door. With your photo and personal brand elements displayed on the front and back, our newsletter product allows you to stay top of mind with your clients and generate referral business.

  • Recipe instead of article option on back page
  • Local Board market stats option on front page
  • No minimum mailed quantity
  • As few as 3 mailings per year
  • Your photo on the postage indicia at no extra charge!
  • Attention-grabbing custom double window envelope

We Make It Easy

We take care of writing, producing and mailing out your newsletter.

Download a sample newsletter

Call Vivian at 416-254-1792 to get started.