You can ensure clients get notifications to their phone and email to remind them to view their pre-appointment presentation or proposal - we call them reminders. It's another great touchpoint, and when you use this feature you have the confidence that the client will be reminded -you don't have to double check or chase.
Not using this feature?
You're potentially not maximizing your chances of understanding the client and getting in front of them. By reminding them to view their presentation, which may include a survey or a chance to speak to you - you miss potential touchpoints. You also miss out on a simple (automated!) way to provide excellent service by showing that you are a proactive agency. By turning on pre appointment notifications, you start to build a rapport before you arrive at the door. When it comes to the proposal, it's never been so key to remind them to view! This is the final chance at winning the instruction and they may be seeing other agents. Remind them to take a look at your videos, rich data or other exciting information and to share it with other decision-makers.
Key benefits:
A customisable, polite reminder helps you get the best engagement levels for all your hard work
It's so simple to get started - you just set it and forget it!
By ensuring that clients engage with their pre-appointment presentation, you enhance your chances of success at the meeting itself.
Reminding them of their proposal ensures you are confident you are doing all you can to win the instruction.