Log In

4 tips for fueling your pipeline for the New Year

Nov 29, 2017

happy-new-year-320x213.jpgDuring the holiday season, business sometimes slows down as our focus turns to parties, shopping and spending time with family and friends. So what can we do to make sure we end the year on a positive note with a strong final quarter?

Here are four tips for fueling your pipeline for the New Year. 

Send holiday cards

In today’s digital age, sending a holiday card over snail mail might seem old fashioned, but that’s exactly why it works. The receiver has to open it, and holiday cards are usually so pretty that people often display them proudly for others to see. Choose a design that will stand out from the rest of the cards and will express your holiday sentiment. It’s a thoughtful way of getting your name in front of your clients and it’s an easy way to express your gratitude for their ongoing business.

Throw a holiday or end-of-year party for your customers

Everyone loves a good party! Splurge on extra good food, live music, or some special drinks. Treat your clients to a holiday extravaganza they’ll never forget. They might even brag about it to other people they know, and word of mouth is a powerful marketing medium.


Ramp up your personal phone calls

Hopefully you’re prospecting consistently and strategically, but if not, now is the time to check in with a client or contact just to say hello. The holidays are a perfect time to make a personal phone call and wish someone happy holidays. Everyone likes a little extra holiday cheer and to feel important to someone else.

A quick five-minute phone call might make a big impact, and don’t forget to ask for a referral when you have their undivided attention. They just might know someone else that needs a friendly commercial real estate broker.

Evaluate your technology and make sure it’s up to speed

This might not be the actual fuel for your pipeline, but having the right technology is essential to maximizing the efforts above. You should organize your data with a CRM of course, but you should also have a tool to prospect and build relationships. Take advantage of any down time to explore new tools that can help you be more productive.

The last quarter of the year can be your best or worst. It’s up to you to put in a little extra effort to fuel your pipeline for the New Year and to end 2017 stronger than ever.

Request a demo of Apto Prospect & Nurture

Topics: Best Practices

The Apto Team

Written by The Apto Team

Apto, the commercial real estate software company, is the #1 CRM and deal management platform for commercial real estate brokers, with more paid users than any other service. Apto was built by and for brokers to help them manage contacts, properties, listings and deals from anywhere, on any device. Apto customers include thousands of independent brokers around the world, as well as multinational brokerages CBRE, JLL, NKF, Cushman & Wakefield and others. Headquartered in Denver, Apto is one of the fastest-growing private companies in the U.S., as ranked by Inc. magazine three years in a row.

Post a Comment