Looking for something? Search for: Client Relationships Discover ways to strengthen client relationships through communication, processes & tools. Client answers: How to get them as quickly as possible? October 18, 2024 - by Drazen Vujovic Are you struggling to get timely answers from your clients? Don’t worry — we’ll discuss a few practical tips on how to overcome this hurdle. How to wow new clients: 8 proven methods (with examples) October 10, 2024 - by Drazen Vujovic Would you like to leave a lasting impression on your new clients? This post will show you proven ways to do so along with real-life examples. 30 real estate closing gifts that will wow your clients September 24, 2024 - by Drazen Vujovic Would you like to strengthen client relationships with a nice goodbye present? If yes, check out this list of 30 real estate closing gift ideas. 20+ customer success statistics that will inspire you to boost your CX August 17, 2024 - by Sylva Sivz Discover key customer success statistics that highlight the importance of a positive customer experience and will inspire you to enhance your CX. How to create a CRM questionnaire (examples included) August 6, 2024 - by Drazen Vujovic CRM questionnaires can cover different aspects of your business. In this post, we’ll discuss three common options and show you how to create questions for each. Top 5 real estate client portal solutions July 18, 2024 - by Drazen Vujovic Looking for a client portal for your real estate agency? Check out the analysis of our five favorite options. How to increase client engagement (5 ideas) July 12, 2024 - by Sylva Sivz Discover 5 different ideas on how to increase client engagement if you run a professional services business of any size. Choosing a mortgage broker CRM June 28, 2024 - by Drazen Vujovic Discover common features of mortgage broker CRM systems and compare 3 market alternatives. 5 ways to improve the client experience June 27, 2024 - by Drazen Vujovic Discover why investing in your client experience can bring you a competitive advantage and learn 5 ways you can start improving your client experience right away. Client collaboration portal: Best options for different use cases June 26, 2024 - by Drazen Vujovic Looking for a reliable client collaboration portal? In this post, we’ll show you some of the best platforms across different industries and use cases. CRM for law firms: Which one is the best? June 17, 2024 - by Drazen Vujovic If your law firm is having a hard time managing client relationships, legal CRM software might be of great help. We’ll show you some of the best options in this field. Getting more client-centric with real estate technology May 20, 2024 - by Sylva Sivz Discover how modern real estate technology can help you solve common industry communication challenges and improve the client experience. How to keep track of clients’ information: Top tools and tips April 22, 2024 - by Drazen Vujovic Are you struggling with scattered client-related information? In this post, we’ll share some of the best tools and tips on how to improve your information gathering process. The etiquette of writing a professional client termination letter February 23, 2024 - by Sylva Sivz Figure out what to say in a client termination letter to ensure a professional exit and use our letter template to save time. Client offboarding checklist: Say goodbye with style October 8, 2023 - by Drazen Vujovic Watching your client go is never a good thing, but it doesn't have to end on a sour note. Check out our client offboarding checklist that ensures you bid farewell with finesse and professionalism. How to streamline your workflow with automated email reminders September 21, 2023 - by Drazen Vujovic Do you frequently send reminder emails to your clients? If yes, read on to learn how to automate the process using some of the best tools in the business. Boost efficiency with the ClickUp client portal September 3, 2023 - by Drazen Vujovic Still learning how to make the most of ClickUp dashboards? Read this post to figure out the basics of the ClickUp client portal. Monday client portal: Key features (and how to make it even better) August 31, 2023 - by Drazen Vujovic So, you’re interested in the Monday client portal? You’ve come to the right post! Read on to learn the basics of this client portal software and how to make it even more efficient. Asana client portal: All you need to know about it August 31, 2023 - by Drazen Vujovic Hoping to improve your client management abilities? The Asana client portal will help you with that. Read on to learn how this platform can help you manage clients more effectively. 20 client gift ideas they will actually like June 22, 2023 - by Drazen Vujovic Would you like to strengthen client relationships with a nice present? Read this post to see some of the best client gift ideas. How to create a questionnaire (plus templates) March 7, 2023 - by Drazen Vujovic Launching a survey is the shortcut to understanding your clients. Read this post to learn how to create a questionnaire for your business. How to reduce back-and-forth emails February 28, 2023 - by Nicholas Edwards Back-and-forth emails can be a time-consuming, exhausting, and inefficient way to communicate. But what are the alternatives? Read on to find out. How to write a new client welcome email February 26, 2023 - by Drazen Vujovic Read this post to learn about the best new client welcome email tips, examples and templates. How to write a reminder email: 5 steps (with examples) February 23, 2023 - by Drazen Vujovic Clients can often be unresponsive. This post will show you how to write a reminder email that drives action without being too pushy. How to write a survey reminder email February 21, 2023 - by Drazen Vujovic If you are struggling to get feedback from customers, check out this post to see how to prepare a survey reminder email. How to send sensitive information via email January 30, 2023 - by Drazen Vujovic Check out how to send sensitive information via email and learn about much safer file-sharing alternatives. Client discovery questionnaire: How to ace it June 17, 2022 - by Marina Lovejoy-Black Get a list of the most important questions to ask in your next client discovery questionnaire to figure out exactly what your prospective client’s needs are and whether or not you’d be a good fit. How to write follow up emails to your clients (and 5 templates) January 5, 2022 - by Kathryn Yanchycki Why aren’t your clients responding? Follow up with clients by email politely, yet effectively to help increase your odds of getting a response without being too pushy. The dos and don'ts of building good client relationships September 14, 2021 - by Helen Heidel Foster stronger client relationships starting today with these best practices. Know when and how to fire a client May 31, 2021 - by Helen Heidel Spot the signs of a strained client relationship and learn best practices on how to fire a client.
