Deal: General Inquiry (Melissa Brown)
Melissa Brown
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MREA Relationship Maintenance: Send market update, check on how they're settling in, and continue building the relationship for future referrals. Consider inviting to community events.
MREA Follow-up: Check in on client satisfaction, address any post-closing questions, and begin the referral conversation. Use this as an opportunity to request testimonials and ask 'Who do you know that might benefit from our services?'
Deal status changed from 'Open ⏳' to: 'Won ✅'
MREA Relationship Maintenance: Send market update, check on how they're settling in, and continue building the relationship for future referrals. Consider inviting to community events.
MREA Follow-up: Check in on client satisfaction, address any post-closing questions, and begin the referral conversation. Use this as an opportunity to request testimonials and ask 'Who do you know that might benefit from our services?'
Deal status changed from 'Won ✅' to: 'Open ⏳'
Deal status changed from 'Open ⏳' to: 'Won ✅'
MREA Relationship Maintenance: Send market update, check on how they're settling in, and continue building the relationship for future referrals. Consider inviting to community events.
MREA Follow-up: Check in on client satisfaction, address any post-closing questions, and begin the referral conversation. Use this as an opportunity to request testimonials and ask 'Who do you know that might benefit from our services?'
Deal automatically created from Lead ID: 1943. Client: Melissa Brown. Property: N/A.