How to Have Better Client Meetings for Real Estate Agents (2024)

Everyone in real estate knows that social media cannot replace face-to-face interaction but just complement it. So, even though we live in the age of Facebook and Instagram, meeting your clients in person is a must. However, not every meeting with a client ends up being effective. In fact, if you don’t know how to handle these meetings, you might even end up making a client turn to one of your competitors. With that said, constantly looking for ways to run better meetings makes a lot of sense. In case you’re looking for a way to start, here are five tips that are guaranteed to help real estate agents have better meetings with clients.

Always Do Your Research

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No matter how long you’ve been working in the industry, you can’t nail a client meeting without doing your homework. If you learn a thing or two about that client, not only will you be more likely to make a sale but you’ll also form a long-lasting relationship with them. This can result in them turning to you the next time they want to buy or sell real estate or even recommend you to a friend or a family member. Luckily, in this day and age, doing research on a client shouldn’t be hard. Start by skimming through their social media pages and try to learn as much as possible about them. Just make sure you don’t bring up any topics about their personal life unless you want things to get awkward. Also, if they’ve been referred to you by someone, talk to that person and see if there’s anything they can tell you about your client. Any info you can use for small talkcan help.

Send Reminders

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People are now busier than ever and they don’t want to spend an entire day on a meeting with their real estate agent. This is exactly why you should make a habit of sending your clients reminders before the meeting. If you include the right type of information in it, it can help create a better client experience as it allows them to plan their whole day. First of all, the reminder should inform them about the time and place of your meetings as that’s what reminders are all about. Additional info you can include into the reminder is how long you expect the meeting to last and what exactly are they supposed to bring to it. There’s no need to say how much time can be saved by not having them drive back to their home just to get that one document they didn’t know is needed. Conclude by stating how much you look forward to meeting them and there’s no doubt you’ll be in for an effective client meeting.

Know How to Explain Stuff

Buying a property is a complex process that involves a number of steps. Many of your clients have never bought real estate before and they have no idea what that process looks like. It’s your job as their real estate agent to ensure they know everything they’re required to do as well as the documentation they’re supposed to present. It’s important to keep things simple when guiding your clients through the process as they may not be familiar with all the lingo. Also, using visuals can help them figure things out. For example, why not use a whiteboard in your meetings? Just make sure you alwayshave a whiteboard marker at hand and there’s nothing you won’t be able to guide your client through. Printing handouts that can help your client remember everything is another good idea. Last, but not least, it’s critical for the client to know that they can turn to you with any questions they have.

Talk Less and Listen More

It may feel like talking about your firm is the best way to ensure a potential client chooses you over one of your competitors. However, client meetings are less about talking and more about listening. People want to work with the real estate agent who can help them find the right property for them and that’s what you need to focus on. This means you should always aim to collect as much info as possible. Do they want to live in a calm neighborhood or do they want to be close to restaurants and shopping malls? Do they mind a longer commute if it means they’ll be able to afford a bigger home? The more you learn about the client, the better service you’ll be able to provide and that’s what being a real estate agent is all about. It’s a good idea to take notes when talking to a client as it ensures you don’t forget about something but it also helps make you look more professional.

Be Prepared

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There’s a lot more to client meetings than it sometimes seems. The amount of paperwork required is huge and preparing it in advance shows clients why they should choose you over another real estate agent. It also helps save time for both you and your client, which, as stated earlier is extremely important. Another important thing to mention is that being late to a meeting is never a good idea, no matter how busy you are. Remember that you’re there because of your clients and not vice versa. In fact, showing up 15 minutes earlier is a great way to showcase your professionalism. In case you’re seeing a client in a coffee shop, restaurant or any other public space, it’s important to opt for the right place. The last thing you want to happen is to meet them in a crowded place where you won’t be able to talk about business. Always get to the meeting spot earlyand make sure the meeting shouldn’t take place somewhere else.

Being a real estate agent includes meeting new clients on a regular basis and since it’s first impressions that count the most, knowing how to nail those meetings is a must. Follow the five tips covered earlier in this post and winning your clients’ hearts, minds, and wallets won’t be tough.

This article has been contributed by Diana Smith.

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How to Have Better Client Meetings for Real Estate Agents (2024)

FAQs

How to Have Better Client Meetings for Real Estate Agents? ›

New realtors can get clients in a number of ways, including buying leads, asking friends and family for recommendations or canvassing their local neighborhood.

How do real estate agents meet their clients? ›

New realtors can get clients in a number of ways, including buying leads, asking friends and family for recommendations or canvassing their local neighborhood.

How to attract high-end clients in real estate? ›

8 Ways to Attract High-End Real Estate Clients
  1. Build a Strong Personal Brand.
  2. Specialize in Luxury Properties.
  3. Offer Exceptional Customer Service.
  4. Network with High-End Clientele.
  5. Utilize High-Quality Marketing Materials.
  6. Leverage Technology.
  7. Develop a Strong Referral Network.
  8. Showcase Your Success.
Jun 25, 2023

How to run a real estate sales meeting? ›

How to Use Meeting Agenda for Real Estate Sales Meeting
  1. Set clear objectives. Before the meeting, determine the main objectives you want to achieve. ...
  2. Review recent sales data. ...
  3. Discuss market trends and updates. ...
  4. Introduce new sales techniques or strategies. ...
  5. Open discussion and address challenges.

What are the three most important things in real estate? ›

To achieve those goals, the three most important words in real estate are not Location, Location, Location, but Price, Condition, Availability.

What is the most asked question to real estate agent? ›

Common real estate questions agents should anticipate
  • Should I sell my current property before buying a new one? ...
  • What is earnest money and how does it work? ...
  • What happens if I decide to back out of buying a house? ...
  • How much will my down payment be? ...
  • How much will I have to pay in closing costs?
Apr 18, 2024

How to do a good meeting agenda? ›

The agenda should include the meeting's goal, a list of topics to be discussed with their purposes, time allocations, and assigned facilitators. This structure provides a clear roadmap for the meeting, ensuring that all important points are covered. Share the agenda with all participants well in advance of the meeting.

How to get real estate clients without cold calling? ›

Here, we've assembled our Top 5 Cold Calling alternatives so you can increase those statistics and sell more homes.
  1. Direct mail. ...
  2. SEO. ...
  3. Top of the funnel lead capture. ...
  4. Word of mouth. ...
  5. Networking. ...
  6. Conclusion: Communication is key.

What buyers want most from real estate agents? ›

Home buyers also said they valued constant communication from their real estate agent, identifying their top likes as agents who personally call them to inform them of activities (73%), those who send them property information and communicating via text message (71%), and those who send them postings as soon as a ...

How do you attract the best clients? ›

All this will inform your marketing approach, from strategy to visuals, making it far easier to attract ideal clients.
  1. Know your value.
  2. Create a strong brand.
  3. Send out a clear message.
  4. Be in the right place.
  5. Engage on a personal level.
  6. Offer consistently high quality.
  7. Have a referral system.

What is a good agenda for a sales meeting? ›

However, a standard sales meeting agenda will contain the following key elements:
  • Introduction. ...
  • Review numbers and action items from last week. ...
  • Plan for the coming week. ...
  • Discuss new products/services. ...
  • Discuss challenges and obstacles. ...
  • Q&A session. ...
  • Next steps.

What does a good sales meeting look like? ›

Your sales meeting agenda should help your team set goals and plan for the week. Focus on discussing new metrics, customer feedback, new opportunities for your team, action items for the week, and pipeline updates.

How do you ace a sales meeting? ›

10 Tips for Preparing for a Sales Meeting
  1. Research Your Prospect. Chances are, this person came to you by way of referral. ...
  2. Research Your Prospect's Company. ...
  3. Prepare Your Questions. ...
  4. Dial-in Your Energy. ...
  5. Prepare an Agenda. ...
  6. Prepare any Deliverables. ...
  7. Plan a Related Story. ...
  8. Understand Your Differentiators.

How do you meet potential clients? ›

On your first meeting, communicate clearly about your business mission, values and principles. Be specific about the policies and term and conditions too. Also in return have a clear understanding of what the potential client expects from you and your offerings. Then only move the relation forward – or else not at all.

Why do realtors not want buyers and sellers to meet? ›

In most cases, home buyers and sellers do not meet face-to-face until their closing date. Real estate agents see a number of risks in introducing buyers and sellers, so they generally prefer to handle all of the communication until it's time to close on the home.

How do you target real estate clients? ›

How to Define Your Real Estate Target Audience and Reach Them Effectively
  1. Step 1: Identify Demographics. ...
  2. Step 2: Identify Psychographics. ...
  3. Step 3: Identify Pain Points. ...
  4. Step 4: Develop Your Buyer Persona. ...
  5. Step 5: Choose Your Marketing Channels. ...
  6. Step 6: Create Your Content Strategy. ...
  7. Step 7: Test and Refine Your Strategy.
Mar 12, 2023

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