Q&A: Should You Fire Clients, Reporting Agents, Client Events, and More
In this episode, we answer your burning questions—including the tricky one: should you fire clients? It’s something every agent faces eventually, and we dive into when it’s appropriate, how to handle it, and what to say when it’s time to part ways.
We also talk about combative agents, negotiating styles, post-closing routines, email marketing strategies, and ideas for client appreciation events. Whether you’re a new agent or seasoned pro, this Q&A is packed with real-life advice you can apply now.
Reporting Bad Agent Behavior
Have you ever felt like another agent was so unethical that they needed to be reported? Katy and Alissa share their experiences navigating agent misconduct and when they’ve had to involve brokers—but neither has officially reported someone to the real estate commission. The takeaway? If your client could be affected, wait until after closing before escalating.
Managing Combative Agents with Professionalism
Dealing with combative agents is draining. We cover how to stay calm, keep things in writing, and avoid emotional reactions. The best defense is staying professional and keeping your client shielded from drama. Sometimes, agents behave badly out of stress or lack of training, and it’s not always personal.
Should You Fire Clients?
Let’s get into it: should you fire clients? The answer depends on the situation. Sometimes, clients aren’t a good fit—and that’s okay. We talk about red flags that may signal it’s time to part ways and how to do it respectfully. Firing a client can feel uncomfortable, but it can also save your sanity. We also explain why it’s important to trust your gut, set boundaries, and keep your business running smoothly.
Pro Tip: Not every transaction has to be a long-term relationship. It’s okay to close and choose not to follow up. You’re not obligated to keep difficult clients in your sphere.
How Often Should You Follow Up With Leads?
If someone gives you a referral, how often should you follow up without becoming annoying? It depends on their motivation and timeline. Following up weekly may be too much, especially for long-term prospects. Once a month with helpful touches—like an MLS search or a useful email—is usually enough. And yes, it’s okay to step back. If they’re serious, they’ll come back.
Post-Closing Systems & Review Requests
Katy and Alissa share their post-closing routines, from sending handwritten thank-you cards and gifts to requesting reviews. Want more reviews? Ask for them on Google, not just on third-party platforms. Use personalized follow-up emails and don’t forget to stay connected on social media.
Creative Email Marketing Ideas for Past Clients
If you’re thinking of starting a regular email campaign for past clients, start small. Alissa and Katy suggest sending thoughtful, relevant content—like favorite local shops, holiday events, or helpful reminders. Don’t force content just to hit a deadline. One valuable email a month is better than two irrelevant ones.
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