Sharing stats with clients and prospects

Sharing stats with clients and prospects

There are several ways you can share market statistics information with your clients and prospects. Note that some of these suggestions link to other Knowledge Base articles with additional information.

  1. Do a live walk-through of stats with your client.

    1. Whether your client is in the office with you or you're on a video call with, you can login to the dashboards and walk them through the stats.  This allows them to ask detailed questions while you demonstrate your expertise of the market.  Yes, you can even show the "member-only" dashboards.

  2. Use a screen capture tool to post a dashboard to any of your social media accounts.

    1. Highlight a specific property type or area.  Or capture the entire dashboard as an image!
    2. Be sure to write a comment or two, even if it's just "contact me for more information about the market!"
  1. Print a dashboard to PDF and email it to your clients and prospects.
    1. You can print a PDF directly from the dashboard using the Print Icon in the bottom right corner.  
  1. Print a dashboard on a sheet of paper and mail it to your clients and prospects.
    1. Yep, some people still use postal mail!

  2. Print a dashboard on a sheet of paper to distribute at an Open House.

  3. Use a screen capture tool to include a portion of the dashboard in an email/newsletter.

  1. Embed the Infographic or other dashboard licensed for sharing in your website using these instructions.

    1. Check with your MLS for details on any dashboards that are licensed for this usage.
    2. After you embed a dashboard, post a link on your social media accounts to the page where you embedded the Infographic.  This is a great way to drive traffic back to your website!
    3. Embedding the Infographic means all the interactive filtering is maintained, so your clients and prospects can interact with the statistics as easily as you can.
As you can see, there are many ways to share stats, and we probably haven't even covered them all! 

Don't forget, it's always a great idea to add your own knowledge and interpretation to the information you're sharing. Whether that's a a short hand-scribbled note in the margin of a printed doc, or a longer market analysis, the important part is that it comes from you. Your clients and prospects will view you as the expert!