Season 8 Episode #8. "Mastering the Art of Unplugging: How Real Estate Agents Can Plan a Guilt-Free Vacation"
Welcome to the Windermere Coaching Minute podcast. In this episode, host Michael Fanning discusses the importance of planning your business while taking a vacation. He emphasizes the need for real estate agents to take time for themselves without sacrificing client service.
1. Vacation Communication Schedule:
- 6 weeks before: Email clients introducing the colleague covering for you
- 5 weeks before: Phone call to introduce the covering colleague
- 4-6 weeks before: Continue with original email communication
- 3 weeks before: Phone call to active clients
- 2 weeks before: Text message reminder
- 1 week before: Update email with thorough briefing information
- 3 days before: Update email autoresponder and voicemail
2. Reasons to Have a Process:
- Ensures transparency and professionalism
- Maintains continuity of service
- Expands your professional network
- Demonstrates value to clients
- Provides a personal touch
- Shows proactive problem-solving skills
- Exhibits a team player mentality
- Sets clear expectations
- Creates follow-up opportunities
- Demonstrates work-life balance
- Showcases effective systems and processes
3. How This Process Helps Clients:
- Normalizes the concept of taking time off
- Demonstrates self-care and boundary-setting
- Ensures proactive communication
- Provides continued service assurance
- Sets realistic expectations
- Humanizes the agent-client relationship
- Builds trust through honesty
- Demonstrates confidence in team capabilities
- Creates positive talking points for future interactions
- Showcases professionalism
- Fosters reciprocal understanding
- Helps prevent agent burnout, ensuring better service
- Shows cultural sensitivity
Michael Fanning concludes by reminding listeners that taking vacations is a normal, healthy part of professional practice that ultimately benefits clients through improved service and a more balanced agent-client relationship.
For more information or to obtain a copy of the vacation communication schedule, listeners can check the show notes or email Michael directly at fanning@windermere.com.
Link to Document
https://www.dropbox.com/scl/fi/ime7m1vvzllzcciyapbkr/Vacation-Communication-Plan-and-dialogue-Schedule.docx?rlkey=2fsrbk2zkpcesax6dbmedh7lo&st=gkqb8jdw&dl=0
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