Overview
Post Close Companion is a comprehensive program that offers a streamlined approach to help real estate agents like you maintain and strengthen your relationships with your clients that you help successfully sell or buy a property.
We know that these are your most valued clients, which is why we want to help you give them the best experience possible, while also helping you. Your clients will benefit from Market Reports and Seasonal homeowner checklists, while you benefit from reviews, referrals, and returning buyers and sellers.
Post Close Companion’s automated, 34 communication touchpoints engage and nurture your past clients with a multi-channel approach to secure client retention and position you as their continued agent or choice.
The product is truly meant to be your post-close companion (see what we did there?).
How Does Post Close Companion Work?
Post Close Companion specifically focuses on the automated nurturing of clients once the transaction is complete. This product leverages multiple channels of communication in an effort to stay top of mind, encouraging recurring business, getting customer reviews, and gaining additional business through referrals. This premium, done-for-you communication strategy will achieve three main objectives:
Testimonials - Your happy clients just closed on their dream home. The time is now to capitalize on their experience and ask them for a review. Once a review is collected, it will be available to be reviewed and published on your kvCORE website. We’ll also provide you with an image of the review that can be applied to your social media accounts.
Referrals - Using custom landing pages and a custom share link you will have the opportunity to start warm handoff referrals through smart sharing and pre-made messaging. Your share link is linked uniquely to you and can be shared with anyone. You will be able to see this connection in the new referral leads activity timeline.
Only once you’ve received your review will the campaign content shift - content will focus on providing opportunities for your client to share a unique link to gather referrals.
Keeping Top of Mind - The post-close campaign will use 34 total touchpoints across multiple channels, made up of holidays, birthdays, property anniversaries, agent reminders, and additional value-added content. The final purpose of the campaign is to stay top of mind for the next 12 months after closing. This year-long, 34-touchpoint campaign uses a combination of direct mail (postcard), email, text, market reports, and reminders.
What do the 34 touchpoints entail? Can you show me what you will be sending on my behalf?
Visual of the touchpoints COMING SOON!
Great, but why should I purchase Post Close Companion?
Overall, Post Close Companion offers a comprehensive solution for real estate businesses to maximize client satisfaction, generate referrals, and streamline post-closing processes, ultimately leading to growth and success in the competitive real estate market.
Enhance Client Relationships: By maintaining regular communication and engagement with clients after closing, Post Close Companion helps strengthen the relationship between the real estate agent and their clients. This can lead to increased client satisfaction and loyalty.
Increase Referrals: By encouraging clients to share their positive experiences and refer friends and family through the referral generation process, Post Close Companion can generate a steady stream of referrals for the real estate business. Referrals are often a highly effective way to acquire new clients as they come with built-in trust.
Automate Processes: The program automates many of the post-closing tasks, such as review collection, nurture campaigns, and referral generation. This automation saves time for the real estate agent, allowing them to focus on other aspects of their business while still maintaining a strong relationship with past clients.
Streamline Review Collection: By facilitating the collection of reviews on popular platforms like Google, Zillow, or kvCORE, Post Close Companion helps the real estate business build a positive online reputation. Positive reviews can attract new clients and improve the business's visibility in the market.
Smart CRM Integration: The program seamlessly integrates with kvCORE’s Smart CRM system, ensuring that all reviews, referrals, and communication monitoring are captured and organized for follow-up. This integration helps the business stay organized and efficient in managing leads and client relationships.
I’m interested, but when should I purchase Post Close Companion?
You can and should purchase Post Close Companion after all of your closings. It is best to enroll your clients within 30 days of the closing date for the best results and the most relevant content.
How to Purchase & Initial Set Up
From kvCORE, go to your Marketplace and find and click on the Post Close Companion tile.
Click 'Buy Now' and you'll navigate to the setup page where you will select a client.
Please Note: If you do NOT already have a kvCORE website you'll see the website plan option as well!
In this stage of the purchase process, you can verify your contact's details to ensure that all info sent to your clients is up to date.
After purchasing Post Close Companion you will receive an email with more details on automation and how this campaign can work for you.
Adding Clients to Post Close Companion
You can easily add new clients to Post Close Companion directly from their contact record in kvCORE.
To learn more about the Contact Record, click here.
From their contact record, navigate to the panel on the right-hand side. You can then select 'Start Post-Close Companion'.
Once added, it will be added as a note to their timeline.
Updating Your Settings
At any point after purchasing Post Close Companion, you can update your settings by going to the Product Manager.
Find the Post Close Companion tile and select 'Manage'.
You can edit your Agent details, integration configuration, and review collection source.
Integration Configuration
From the Product Manager, you may set your review collection source. This will be the primary source for review collection and once a review has been given it will display directly on the 3rd party source. You may choose Zillow, Google, or the default option, kvCORE.
Using the Integration Configuration section you can easily connect your review sources.
Please Note: You may only connect one review source. Feel free to copy reviews from that source and add them wherever you need to!
If you have any questions or need further assistance, please reach out to Customer Support via the blue chat bubble to the right or by emailing marketplacesupport@insiderealestate.com!