All of our customers are important to us. The connections we make with the members of our community are the foundation of both our culture and success. We’ve listed out the order of your priorities to provide additional clarity in your approach to your day.

The customer in front of you.

This is the most important person in the building, please do not answer new leads while working with a customer. The same goes for fresh inbound calls or making follow up calls.

If you are working with a customer, take a message. This is not exclusive to someone sitting at your desk. The customer in front of you is the customer you are communicating with, no matter the method.

Following up with customers.

We need to make sure we’re making our commitments to our customers. If you have open responses, “We Owes”, or scheduled follow up, these things need to be attended to first before taking on any new opportunities.

Inbound Phone Calls

Treat these customers like they just walked in the door. We need to greet them like an old friend, and help them just like we would if they were sitting at our desks.

New Internet Leads

These customers need to be responded to immediately. These customers could be at the top of your list, however, we need to monitor our lead volume so we’re not biting off more than we can chew. If all of the priorities above are properly handled, we should be able to address these customers with a sense of urgency.

Maintaining your long term relationships

This is where lane farming, equity mining, and long term follow up comes into play. If we put the effort in with our customers during the early stages of the relationship, maintaining a long term connection should be much easier. Keep in regular touch with all your customers by checking in on regular intervals. At times you may not have an opportunity to conduct a transaction with your customers, just touching base to make sure your relationship is still intact is crucial to reengaging at a later date.