Client Concierge Services
Let us take over the time consuming tasks so you can focus on getting new business and maintaining your level of service to current clients!
Build Your Package
Client Database Development + Management
Input into existing brokerage CRM (create if not already in use) client details such as dates, contact information, preferences, etc.
Print + Digital Communications
Develop and distribute newsletter, holiday cards and other prospecting mailers
Handwritten Cards + Coordinate Client Gifts
Mail cards with a personal touch for thank you’s, birthday wishes + client anniversaries
Customize pop-by or closing gifts within your designated budget. We will coordinate delivery too!
Data Input + Organization
Input your lead details, follow ups, calendar updates and any back office administrative systems
Referral + Review Requests
Let us ask for the referral and reviews for you! After you’ve closed, we will send a personal message + even a follow up call to obtain a detailed review on Google, Facebook, etc.
Closed Transactions Tracking
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
What people are saying
“She has been a lifesaver for me! I’ve been able to do so much more business.”
— Jenn Lamb, Triumph Realty
“I use Send It and they are amazing. I decided I needed help when I felt it was consuming too much of my time that I could spend working on getting new business or even spending time with my family.”
— Valentina Lee, OWN Real Estate
