Attract new and maintain existing clients

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Reference no: EM133153377

CASE STUDY:

Scenario

John Albert Rogers, with over 25 years' experience in the property and finance industry, established Albert Property and Finance Group in 1990 to offer a professional and totally comprehensive property service to those clients who wanted the benefits of dealing with one dependable point of contact through all facets of property transactions.

Albert Property's mission to provide continuous service of the highest quality in real estate.

The company have always fostered long-term business relationships by meeting their clients' specific needs in ways which are individual, innovative and commercially sound. They offer a wide range of services including:

  • Property and Sales Advice
  • Market assessment and analysis
  • Rural property assessment
  • Development feasibility studies
  • Acquisition of development sites
  • Sales, purchase & leasing of residential, commercial and industrial properties
  • Property and asset management
  • Land & property auctions
  • Stock and station

The organisation is one of the most qualified, experienced and dedicated sales teams in Australia, and with sales in excess of $700 million per year, and an extensive portfolio of properties they manage.

The team has asked you to revamp the company profile and create a new communication strategy to attract new clients and retain existing ones.

Your supervisor has given you the go ahead to start from scratch using the wording from the existing company profile above. You can be creative and add additional information to assist you in your task. You may use any properties on the internet as examples of properties you manage.

The following reviews about the organisation have been included to assist you in one of the tasks of analysing customer feedback:

"The best real estate company I have ever dealt with. Very professional, experienced and helpful agents and brokers. Highly recommend."

"Worked with John. He listed my place in April and we were on contract in 3 months, at asking price. He is an excellent negotiator with a very personalised touch. Highly recommended!"

"Good team, had a few issues with communication. But they were resolved after a couple of weeks. That delayed our contract and we lost interest from a couple of keen buyers."

"We've been landlords for 20 years and they've always looked after us. The new property manager doesn't return our calls though. Very sad as we've always loved Albert Property and Finance Group."

Task 1

In this task you are required to develop a profile of the property management services offered by the agency. The profile must include a listing presentation and supporting documentation to highlights how the agency will prepare and market client homes for sale. Create a folder with the following example documentation:

a) A Profile of the Agency

b) About the team document (including your role)

c) Map of the Area you cover

d) Photos of the different types of properties you manage

e) Property Presentation Tips

f) Some example policies and procedures

g) Testimonials

Once you compile the documentation, attach, and upload the completed profile 

CASE STUDY:

Task 2 

  • In this task, you must develop and document a strategy to attract new and maintain existing clients, including:
  • target market
  • demographics
  • channels to be used
  • performance indicators and measures for success, including techniques to adjust the strategy based on contingencies and the outcome of reviews
  • promotional materials and media to be used.

You must complete this assignment in the form of a report. The report must cover the following additional criteria: 

  • promote a professional and ethical agency image
  • identify ways to build client loyalty
  • document how to coordinate products and agency services to maintain and improve client experience
  • list strategies that optimise communication to improve the property management business
  • review the customer feedback in the scenario to continuously improve products and customer service.

Once you complete the report, attach and upload the document.

Reference no: EM133153377

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