Best Practices for Retaining Clients

On today’s episode of CRE – The Unspoken Truth, we discuss the Best Practices for Retaining Clients.

We’ve spent the last four years building OneSource like brokers are building their businesses: face-to-face, relationship-driven, hands-on. One takeaway has become evident, decades-long relationships don’t happen by accident.

Craig shares his four-pronged approach for retaining clients:

1. Give First

• Always make your performance bigger than the applause. Do more for others than they do for you.

2. Build Real Relationships

• It’s not: texting or being connected on a social media platform
• It is: Having real conversations and adding real value.
• The ultimate test… will they call you back?

3. Touches with Value

• “How can I be more interested than interesting today?”

4. Leverage the 4 Referability Habits

• Say Please and Thank You
• Do what you say you’re going to do
• Show up on time
• Finish what you start

Want clients for life? Then act like it’s your job to earn their trust every time you interact with them.