In the competitive world of real estate, adopting a customer-centric approach is key to enhancing client satisfaction and loyalty. We’ve gathered insights from ten CEOs and founders to share their strategies, ranging from being a subject-matter expert on social media to exceeding expectations with email campaigns. Discover how these top executives have successfully personalized the real estate experience and fostered enduring client relationships. Mastering real estate marketing: Here are 10 customer-centric strategies for success:


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  • Be a Subject-Matter Expert on Social Media
  • Tailor Approach to Client Desires
  • Listen First, Enhance Reputation
  • Pair Clients with Ideal Homes
  • Use Data Analytics for Tailored Recommendations
  • Empower Clients with Free Resources
  • Educate Clients, Build Trust
  • Personalize Services, Proactive Communication
  • Conduct In-depth Interviews
  • Exceed Expectations with Email Campaigns

Be a Subject-Matter Expert on Social Media

You’ve got to be a subject-matter expert! Having worked with hundreds of real estate agents and brokerages, we find that the agents who perform best are consistently available and on social media—particularly Instagram. 

Creating weekly Q&A sessions, where prospective and past clients can ask any questions, drastically boosts word-of-mouth. Especially during a slow market last year and high inflation, clients don’t want to ‘cheap out’—they want the absolute best agent in that market, and consistently answering questions puts you in a select category.

Justin Abrams, Founder & CEO, Aryo Consulting Group

Tailor Approach to Client Desires

Focusing on what truly matters to the client transforms the real estate journey. Tailoring my approach to meet each buyer’s specific desires has been a game-changer. 

For example, by deeply understanding one client’s need for a community-oriented environment, I was able to pinpoint and present condos that fit this criterion perfectly. The joy and gratitude expressed by the client upon finding a home that matched their vision was immensely rewarding. This bespoke service not only led to a satisfied buyer but also strengthened our relationship, resulting in repeat business and referrals. It’s about creating a positive and memorable experience by genuinely caring for the client’s needs and aspirations.

Jonathan Ayala, Founder, Hudson Condos

Listen First, Enhance Reputation

My strategy is always to listen first. Recently, we assisted a retiree aiming to downsize. By understanding their concerns and preferences, we highlighted properties that matched their lifestyle and budget. This approach didn’t just make their transition smoother but turned them into vocal advocates for our business, significantly enhancing our reputation through word-of-mouth.

Erik Wright, CEO, New Horizon Home Buyers

Pair Clients with Ideal Homes

In order to provide customized options, our customer-centric approach to real estate marketing centers on getting to know each client’s particular needs and preferences. Through the use of sophisticated algorithms and customized consultations, we pair up clients with homes that meet their exact needs. 

By using this approach, for example, we were able to go above and beyond for a family by helping them locate their ideal house in a sought-after community. This demonstrated the efficacy of our customized strategy by increasing client satisfaction and fostering long-term loyalty.

Matt Bigach, Co-founder & CEO, Nexus Homebuyers

Use Data Analytics for Tailored Recommendations

A customer-centric approach to real estate marketing centers around personalized engagement and proactively addressing client needs. One impactful strategy involves leveraging data analytics to understand individual preferences to deliver tailored, precise real estate recommendations. 

By analyzing client data, we can identify a pattern of preferences related to desirable property features and locations. Using these insights, we can revamp our marketing approach to meet clients’ unique needs, fostering deep connections and improving client satisfaction. By providing curated property options that match the clients’ criteria, we can streamline the property search process and boost client contentment. 

The success of this customer-centric marketing strategy relies on understanding and fulfilling the clients’ distinct requirements, which can foster loyalty and lasting relationships.

Amresh Singh, CEO, HomeAbroad Inc.

Empower Clients with Free Resources

Our approach revolves around transparency and empowering our clients with valuable resources. Unlike some mortgage brokers or services that charge for essential evaluations, we provide free tools like our Affordability Calculator and Mortgage Calculator with PMI, believing that informed decision-making should be readily accessible.

The reviews and testimonials speak for themselves. We don’t simply aim to help our clients, but rather everyone and anyone pursuing their dream of owning a house. As a result, this outlook has garnered us high praise on Bankrate, earning us a 5-star rating in each category.

Mike Roberts, Co-Founder, City Creek Mortgage

Educate Clients, Build Trust

In our niche—accelerating lead generation for contractors and tradespeople—no priority outweighs cultivating client-focused relationships through education, not transactional sales pitches. So rather than hard-selling services, we nurture audiences by sharing invaluable insights first.

For example, we would provide a detailed blueprint revealing how to capture homeowners through hyperlocal Google Ads instead of untargeted billboards for a medium-sized renovation company. By providing such tactical guides for free that demonstrate our expertise, we build trust the old-fashioned way. Our clients recognize that we exist to propel their success first and foremost.

From there, explaining our done-for-you, outsourced CMO model keeps the conversation focused purely on unique buyer challenges. We steer far clear of one-size-fits-all packages, preferring customizable strategies that speak to specific pain points in their industry niche. This authority-building reciprocity pays loyalty dividends in the long run.

Scott Schaper, President, RSM Marketing

Personalize Services, Proactive Communication

At UpperKey, our customer-centric approach to real estate marketing revolves around understanding the unique needs of each client and tailoring our services accordingly. One example of this is our personalized property recommendations based on market research and client preferences. By leveraging data analytics and customer feedback, we curate properties that align with each client’s specific criteria, whether they are looking for an investment property, a rental, or a vacation home.

An instance where our customer-centric approach led to improved client satisfaction is when we implemented a proactive communication strategy. We provide regular updates to clients throughout the property search or investment process, keeping them informed about trends, property listings, etc. By staying responsive to their inquiries, we foster trust in our services, leading to higher client satisfaction. Also, we seek their feedback to ensure that we are meeting their expectations and strive to exceed them.

Johan Hajji, CEO & Founder, UpperKey

Conduct In-depth Interviews

My customer-centric approach in real estate marketing focuses on personalizing the buying and selling experience for each client. I begin by conducting in-depth interviews to understand their unique needs, preferences, and lifestyle goals. 

This information guides my search for properties or marketing strategies tailored specifically to them. I also leverage technology to provide virtual tours and detailed neighborhood insights, making the process more accessible and informative. 

For example, I once had a client looking for a family-friendly neighborhood with a strong sense of community. By curating a list of properties that matched these criteria and organizing community meet-and-greet events, the client was able to make an informed decision quickly and felt incredibly supported throughout the process. This personalized attention not only resulted in a satisfied client but also numerous referrals, significantly boosting my client loyalty and business growth.

Ryan Zomorodi, COO & Co-Founder, Real Estate Skills

Exceed Expectations with Email Campaigns

In the realm of real estate marketing at Weekender Management, our customer-centric approach is deeply ingrained in every strategy we employ, aiming not just to meet but to exceed client expectations. An illustration of this approach enhancing client satisfaction and loyalty can be found in our use of personalized email marketing campaigns. Recognizing the unique needs and preferences of each client, we segment our email list to tailor our communication, whether it’s showcasing properties that align with their interests or sharing relevant market insights. This strategy ensures our messages resonate more personally, fostering a deeper connection with clients.

One notable example revolves around a client considering selling their property. By leveraging data analytics, we identified this intent early on and initiated a customized email campaign providing them with valuable market analysis, selling tips, and how we could assist in maximizing their property’s value. This not only helped in cementing our relationship with the client but also demonstrated our anticipation of their needs, resulting in the client not only deciding to list their property with us but also referring colleagues and family members to our services.

Moreover, our focus on collecting and showcasing client testimonials has proved invaluable. We actively encourage clients to share their experiences, which we then highlight prominently across our marketing channels. These testimonials serve as powerful trust signals, reassuring potential clients of the quality and reliability of our service. For instance, after implementing a systematic approach to gathering and displaying reviews, we noticed an uptick in inquiries directly attributed to positive testimonials, illustrating how trust begets loyalty and further business.

Our commitment to a customer-centric approach in real estate marketing extends beyond transactions. It’s about creating meaningful, lasting relationships. Through targeted, thoughtful communication and a genuine dedication to our clients’ success, Weekender Management has not only improved client satisfaction but also fostered a loyal customer base that continues to grow through referrals and repeat business.

Garrett Ham, CEO, Weekender Management