
Client For Life
7-Year Customer Retention Program
More About Client For Life
Keep in touch with past clients and stay on their minds with our new 7-year "Client For Life" customer retention program. Your customers will receive four communications per year, for the next seven years, that's 28 touches total. When you opt in to the gift option, your customer will also receive their gift one year after their closing date. Choose from our new cutting board option or the classic Rowena's cake. Download the brochure below to see examples from the program.
What is the cost?
Gift option for 7 years is $40 for the Agent + $40 for the LO = $80 total flat rate (+$15 for money tree). The non-gift option cost will be $20 for the Agent + $20 for the LO= $40 total flat rate.
How does invoicing work?
Once all the orders are processed for the month, Marketing will send invoices to the Agents.
I am having trouble logging in to the CRM.
E-mail [email protected] and we will send you your contact information.
Can I sign up past clients?
No, only refinance and primary residence purchases closed in the previous month are eligible (no investment properties or second homes).
I forgot to approve the Client For Life order within 7 days, can I still sign my client up?
Unfortunately, we can not accommodate.
Questions? Email [email protected]

