In the dynamic world of real estate, client events are pivotal for cultivating relationships and enhancing business growth. The Whissel Way Podcast, hosted by Kyle Whissel and Bryan Koci, recently featured Heather Jordan, an event coordinator extraordinaire. They shared valuable insights on effectively planning and executing client events. This article delves into their strategies, emphasizing the importance of detailed planning and community engagement.

Planning Quarterly Client Events

The Whissel Realty Group hosts four client events annually: a movie night, a summer barbecue, fall photos, and a unique fourth-quarter event combining a pie giveaway and photos with Santa. The secret to their success lies in a meticulously planned 90-day process, ensuring a seamless and stress-free experience for both the hosts and attendees.

Starting Early

Heather emphasizes starting the planning process well in advance. For instance, they have already scheduled their 2024 events. This foresight allows for thorough preparation and avoids last-minute rushes. By announcing upcoming events early, they keep their team engaged and informed.

Choosing the Right Venue

Selecting an appropriate venue is crucial, especially considering geographical and logistical aspects. For instance, parks chosen for events must meet specific criteria, like alcohol permit availability and accessibility. This early selection helps cater to a broader audience efficiently.

Sponsorships and Partnerships

The group collaborates with various sponsors who contribute significantly to the event’s success. They ensure that these partnerships are mutually beneficial, offering exposure and networking opportunities to their sponsors.

Budgeting and Vendors

A well-planned budget is key to hosting successful events. They engage with various vendors like food trucks and activity coordinators, aligning them with the event's theme. For example, their summer barbecue includes activities suitable for all age groups, enhancing the overall experience.

Communication and Marketing

Effective communication is a cornerstone of their event planning strategy. This includes:

• Physical Mailers: Sending out physical invitations adds a personal touch and stands out in the digital age.

• Digital Invitations: Platforms like Eventbrite are used for online registration, simplifying the process for guests.

• Internal Coordination: Keeping the internal team informed ensures everyone is on the same page, enhancing client interactions.

Engagement and Follow-up

Engagement doesn't end with the event. Follow-up is equally important. Post-event, the team discusses the successes and areas for improvement, always looking to enhance the experience for their next event. They also utilize the media generated during the event for marketing and future promotions.

Conclusion

Client events are more than just gatherings; they are opportunities to deepen relationships and showcase your brand’s commitment to its community. The Whissel Way Podcast’s discussion with Heather Jordan provides a blueprint for real estate professionals looking to elevate their client engagement through well-executed events. Remember, the key to successful client events lies in meticulous planning, effective communication, and the ability to create memorable experiences.

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