Client Milestones: Find out When Your Clients Might Be Ready to Move

Life isn’t like a crystal ball where you instantly see all of the answers. It’s more like a magic eight ball that we’re all constantly shaking until we get the answer we’re hoping will appear. Frankly, it’s kind of like how we’re always reaching out to our spheres, hoping someone will stick their hand up and say they’re ready to buy or list their home with us. It takes endless amounts of effort and can grow discouraging rather quickly.

But, what if there was a way you could at least get pointed in the right direction? Something to tell you when someone in your sphere is getting ready to move for a variety of life reasons. Well, it exists. It’s called Moxi Insights and here’s what it will tell you:

Below are a variety of client milestones that will appear as badges in your Moxi Engage CRM when you have a Moxi Insights subscription, next to anyone and everyone that they apply to. How? Moxi Engage has the technology to pull in loads of public data and make it digestible for users that opt into Moxi Insights. It’s basically information we could all go out and research or pay for and eventually find, since it is public, but it would take days, weeks, months, even years to gather it all up. Moxi Insights does it for your entire sphere within minutes.

Let’s go over the milestones:

Starting a Family

Baby on the way? Chances are, people are looking to either get their first home, or might be looking to upgrade if they have more little ones than rooms. When one of the hundreds of people in your sphere are growing their family (that has to be quite a few people in one year’s time, right?), you’ll see it right in your CRM. That’s right – you’ll see a bright colored badge next to every person this applies to. Use it as an opportunity to reach out, check in, and remind them you got their back.

Graduation

What does graduation mean? You guessed it – downsizing! When the little ones leave the nest, the nest wants to get smaller. Write them and remind them that you’re around when they feel they’re ready to sell said nest – especially because selling a home with that many memories in it can be tough. Tell them you’re there for them and, if they confirm their kids are leaving for college, send the kid a graduation present. It might go farther than you think! Aka that kid might use you as their agent when they’re ready to get into homeownership.

Living “Below Their Means”

Plot twist: not a client milestone per say, but something you should know nonetheless. When someone is living well below their means it could be because they’ve been saving up to purchase that dream home or they’re looking at getting a vacation home or cabin somewhere. Don’t miss out on the opportunity to help them move locally, but also get that referral fee if they buy out of city or out of state.

Throw down the magic eight ball and stop driving yourself crazy over guessing when people may or may not be looking to move. Real estate is based off many life events and knowing when someone in your sphere is going through one can make all the difference in the world. Not only will it look like you genuinely care and are keeping up with them, it also places you at the top-of-mind peak at the most opportune time.

Find out more about this insane tool here.