Using clientlunchbox as a closing coordinator for listings

Today during the weekly clientlunchbox mastermind (which anyone can join) a couple of the paying users and I all got on the phone and brainstormed how we could better use clientlunchbox to build each others businesses.

The call is perfect for anyone who wants to be an insider of the clientlunchbox “Tribe” … a group of passionate like-minded individuals to just talk tactics and get rid of the B.S.

The feedback from the call was incredible.

Here’s what you missed:

1 very, very smart user (Ryan Hartman) from PropertunityKnocks uses clientlunchbox in the most unique way I’ve heard yet. Ryan really has an imagination. He’s using clientlunchbox as his personal assistant/closing coordinator.

(So often during times where you are busy and can’t keep up with everything, all you need is a “gentle” reminder to keep some of your transactions moving forward)

Ryan mentioned that his favorite part about clientlunchbox is emailing contacts in, and having them be automatically assigned to his “to do series” … Here’s what he told the group on the phone today:

“My favorite part about clientlunchbox is being able to use it without having to login. Having to stop and login is a pain and a waste of my time. I used to just email contacts to myself so I’d remember them. Now I can email clientlunchbox my contact instead, it gets added to my database which is cool. BUT then my favorite part is that the contact will be added to my to do series!

Most contact database programs require a change in behavior, but clientlunchbox doesn’t require me to change any habits, I just email my clients to clientlunchbox instead of to myself.”

Here’s how Ryan is using clientlunchbox as his personal assistant for closings:

An example contact in Ryan’s database has the name “5427HARLAN”…

and he has placed that contact in the group “Pending” …

Now every 7 days Ryan will be reminded by clientlunchbox to see “What’s the next step?”

This keeps him ON TOP of all of his transactions.

The twist with this idea is that the contact is the address of the property that’s closing, it doesn’t have to be a persons name.

Ryan gets a gold star for his imagination.

How are you using clientlunchbox? If your not using clientlunchbox to it’s fullest potential you can join us on our next call this coming Weds at 9:00 AM!

Post a comment to be invited.

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Get clientlunchbox FREE for LIFE!

The survey results for pricing have started to come rolling in. Thank you for helping us decide on a fair price to charge.

Now I want to return the favor to YOU…

To continue in the spirit of giving, we are going to give YOU the chance to win clientlunchbox FREE for your entire life. You will never have to pay anything to use it!

Here’s how to win:

Send me a testimonial, and the best testimonial wins clientlunchbox free for life!

Here’s how to send your testimonial:

Post a comment below on this blog post… telling me how YOU use clientlunchbox.

  • How are you using clientlunchbox?
  • What is your favorite feature?
  • What has clientlunchbox done for your business/life?
  • How have you used it to track your potential deals?

Tips & hints to win:

  • The more specific the better.
  • Tell a story about a specific example when clientlunchbox has helped you.
  • Don’t worry about making your testimonial perfect, just make it real :-)

Look below to post your testimonial!

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2 Weeks Until Pricing Is Live

You have 2 weeks to help set the price.

Pricing goes live on Monday, March 16th. (I will release more exciting details over the next 2 weeks)

After 5 months of being in an ‘Early-Launch’ phase clientlunchbox is ready to announce pricing.

More on PRICING, and what we think is fair: There will always be a free version of the product with limited space for contacts, but not limited features. We won’t have a 30 day trial where you have to pay at the end. That’s not what we think a friend should do. We will have an ALWAYS FREE version until you need more space for contacts.

All versions including FREE will have the same features. We don’t want to limit your success by charging for extra features. This will allow for agents just starting out to pay for more contact space as their business grows.

Have any questions about ANYTHING at all? Post a blog comment below and I will answer YOU personally.

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Transform Into A Top Producer… Overnight?

While it’s common to think a top producer is defined by the level of income they make, I think that’s incorrect.

To me, top producers are defined by the consistent actions they take. The end result of consistent action is a higher income. But that’s not who they are.

A top producer (to me) is defined by what they DO and IMPLEMENT. If you’re not already a top producer, you can become one by DOING what a top producer DOES.

And 1 thing they do is follow up on hot prospects (and past clients) like a PRO.

With that said… here’s the latest feature.

Follow Up On Hot Prospects Like A Pro And Make The SALE

Here’s How…

Login to your account here to set your to do sequence up!

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Import your contacts and begin the reminder cycle

To get your database full of your client data, you can import your contacts into Clientlunchbox.

All you need is a Comma Seperated Values (CSV) file of your contact database.

Don’t worry, it’s as easy as sending an email to figure out…

For help exporting your contacts from Outlook or another database, find the help section and search for “Export Contacts CSV”

After you have your CSV file…

Here’s how to do it

And when your finished…

Now with your contacts imported, you can sort them into groups like “past clients” or “referral clients” and setup a group reminder.

Or just make a client feel special by creating an individual birthday reminder.

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New: Past clients will now refer you business

The NAR states that ~80% of all transactions are done by referral. Yet only a small % of Realtors stay in touch with past clients to get the referral.

I’ve met countless Realtors who’ve been in business for 3+ years that still don’t know where their next closing is going to come from…

That’s terribly sad.

By the end of your first year your momentum should turn YOU into a referral machine.


*IF* You stay in touch with your past clients

Now YOU can join the elite “insider” group of agents that generate consistent referral business.

  • Referrals are more fun to work with.
  • Referrals don’t question your price because they trust you.

…Here’s how you can do it…


Let me know what you think of this feature!

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Say Goodbye to confused contacts… Adding contacts from email is even easier now

Go ahead and try adding a contact now.

Send an email to addclient@clientlunchbox.com

Or login to your account page here to save your signature

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1 Annoying Thing About Clientlunchbox - Fixed

I’ve just created a quick 2 minute video demonstrating the latest feature on the blog!

click the play icon on the video below

There’s much, much more on the way for Clientlunchbox! Stay tuned…

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Store A Contact & Get Reminded When To Follow Up - Automatically

Do you know what 1 thing the top 5% of Realtors and top salesmen have in common?

They are forgetful….

YES! That’s right… Just like you and me.

The difference is they realize it. So they create a follow up plan that reminds them to FOLLOW UP in a simple systematic way. Want to be a top producer? Do what top producers do…

After they enter a contact, they can follow up without thinking…

It’s effortless…

And now, it will be for YOU TOO!

The next feature has been planned. Here’s how it will work:

You will store all of your contacts, and assign them to a group. For example you might have 3 contacts in your “hot prospect buyer” group….

Within your “hot prospect buyer” group you can setup an 8 touch over 8 week system. In fact, you can setup ANY AMOUNT of touches over any period of time, it could be 5 touches over 5 days, or 12 touches or 12 months… You can setup whatever follow-up system you want!

The day you add the contact to the “hot prospect buyer” group they are inserted into your bullet proof follow up system. For example… You will be reminded to email prospect Bob on week 1, call prospect Bob on week 2, write a letter to prospect Bob on week 3, etc etc…

You can create the touch system yourself, or click a button and select from pre-made touch systems built by top producers who use them.

This is going to rock your world, I hope… :-)

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