Achieving your goals requires regular check in and modification of plans and strategies. Use the following feedback template and questions to assess your performance each quarter, and adjust your goals accordingly.

Post-Transaction Client Feedback Email Template

Subject:       A Few Questions—and Thank You!

Dear {Prospect First Name},

Thank you for trusting me with your real estate needs. It was a pleasure working with you.

I am dedicated to providing a consistent quality of service before, during, and after the transaction. In order to continue providing the highest quality of service, I’d like to ask for your help. Please take a moment to fill out the survey below and email it back to me.

  1. Were you satisfied with the service you received?
  2. Was communication timely?
  3. Were all of your questions answered?
  4. Were any problems handled efficiently?
  5. Was your transaction handled in a professional manner?
  6. Would you recommend me to others?
  7. Do you have any other comments or suggestions?

If you know of others who may be interested in buying or selling a home and would appreciate the level of service that I provide, please forward them my information or you can send me their name and phone number, and I will take the best care of them.

Thank you for taking the time to respond. I truly appreciate your feedback. My goal is to provide exceptional service to my customers and clients.

Sincerely,

(Your Name)

Agent Business

Quarterly Self-Assessment Questions

  • Did you reach your production goal for this quarter? If not, what prevented you from doing so?
  • What will you do this coming quarter to overcome this obstacle so you can reach the next quarter’s goals?
  • If you did achieve your goals, will you upwardly revise your goals for this quarter? How?
  • What seminars, webinars, conference calls and other training do you plan to attend next quarter? Are there other ways in which you can sharpen your skills?
  • Business Goals for Next Quarter: (For instance, hiring an assistant, obtaining an additional certification, etc.)
  • What one thing can you do on a regular basis that would make a significant improvement in your business? (Something you do not do now.)
  • What worked well last quarter? Keep doing it.
  • How many leads did your website deliver? How can you use your website to obtain more leads?

“After using Growth Leader for just nine weeks, I’ve received many prospects and now have a new buyer under contract.  Growth Leader’s Vision contact management system is great at getting information out to me quickly and I was able to ‘strike while the iron was hot.’  These wonderful clients will surely be repeat business and referrals down the road, and they absolutely would not have found me without Growth Leader.”

Courtney Cooper

Cooper Jacobs Real Estate Services

Seattle, WA