CRM & Email List Development for Private Client

A luxury real estate firm came to me with all their clients' names scattered across their system. Buyers, Sellers, Seasonal, and Short-Term Renters spread across inboxes and file storage. It was a big mountain to climb, but it was a quicker and more straightforward solution than they feared. We consolidated the contacts and leveraged the agents for personal outreach, which served the purpose of securing the opt-in and re-initiating cooled or older relationships. While the agents did the outreach to their contacts, I added a footer form to their main website and all their properties. When it came to their incentive/freebie, the firm had a clear focus: reaching higher-income renters looking for luxury summer stays. By designing a short visitor’s guide promoted on Facebook targeted to specific geographic areas, they opened a brand new funnel for easy renter clients who often eventually became buyers through the firm. 

Six months later, the firm maintained a small but effective CRM with their clients, and email outreach consistently reached 26% open rates and 4% click-through rates.