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The agent’s guide to a sphere of influence

Your sphere of influence is everyone who knows you, likes you and would think of you when someone they know needs an agent. For most agents it is the cheapest, warmest source of business.

Who belongs in your sphere

  • Family, friends and neighbors
  • Past clients and customers
  • Coworkers and former coworkers
  • Parents at your kids’ school, teammates, gym and church or club contacts
  • Service providers you use: your dentist, hairdresser, mechanic
  • Lenders, inspectors, title and other industry contacts

Build the list

  1. Start with your phone contacts. Import the people you would be glad to hear from.
  2. Add anyone from social media you genuinely know.
  3. Capture details as you go: kids, pets, hobbies, what they do.
  4. Aim for a list of 100 to 250 real relationships before worrying about size.

Sort it into A, B and C

  • A: people who would actively refer you or are likely to transact soon. Contact most often.
  • B: good relationships you see a few times a year.
  • C: people you want to stay visible to with light touches.

What to say

Most contact should not be about selling. Congratulate, ask, remember, help. A home anniversary note, a birthday text and a pop-by do more than a monthly newsletter nobody reads. Use our text templates to get started.

Ask for referrals plainly

Once relationships are warm, ask clearly. See how to ask for referrals.

Let software do the remembering

The hard part is consistency. Casavria shows you each morning who in your sphere is due, with the reason and a draft message. See how.

Questions

How big should my sphere be?

Quality matters more than size. A list of people who know you and would remember you outperforms thousands of cold names.

Casavria is the iPhone CRM that tells you who to call today. See the features or start a free trial.

General information only, not legal, tax or financial advice.

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