Buffini & Company Resources

The Complete Client Party Checklist

3MB .pdf XDownload

Fill out form to download

Thank you!

If your download doesn’t start, you can download it here

On a mobile device? View here

Client parties are fun and festive ways to connect with your clients. This is your way to show your A+ clients that you appreciate them and their referrals. With a little bit of preparation, you can plan a memorable experience that’s sure to get your clients talking. Planning your next client party is a breeze with this handy checklist!

As you create your business marketing plan, you’ll want to include client appreciation events like these ones. The Buffini & Company Referral Maker™ PRO kit has everything you need to stay on track with that plan! Each month, you’ll receive items of value, notecards and several digital materials to send to your clients, demonstrating your competence, character and care for those you serve.

On top of that, you’ll gain access to Referral Maker CRM to keep track of when and how you contact your database. It’s especially helpful when planning a Client Party – the CRM tells you who to invite and how to do it, whether you make a phone call, send a personal note or even pop-by with a little gift and an invite.

Get started with Referral Maker PRO today and gain a powerful marketing strategy for your real estate or lending business!

Leave a Reply

Your email address will not be published. Required fields are marked *

Related Posts

April 8, 2021

Win The Year One Week at a Time


Looking for a step-by-step action plan to achieve all your professional goals? This handy checklist has […]

March 22, 2021

Glossary for Real Estate Agents


Working by Referral: A consistent level of contact with and care for the people in your […]

March 12, 2021

Ready, Set, Goal!


Is your real estate business set up for success? This free checklist outlines several major tasks […]

February 22, 2021

Take Control of Your Financial Future


You can make all your financial goals a reality when you’re in total control of your […]

February 19, 2021

Contact, Care, Community: How Buffini & Company Agents Live the Good Life


Buffini & Company Members work a bit differently than most real estate agents in the industry. […]

February 18, 2021

Building Trust with Knowledge


Data is a powerful tool for establishing your credibility and competence as a real estate agent, […]