How to re-engage with prospective real estate customers

We’ve all been there – after sending out a proposal to a prospective vendor or landlord, the waiting process seems to drag on and on. How long should you wait before following up? How should you follow up when you do, how do you ensure you have the best chance of closing the deal?

Here are some helpful tips on the best way to re-engage with your prospective clients once you’ve sent out your real estate proposal.

Track what your client is doing

Not knowing whether your client has actually read your proposal can be particularly frustrating, plus it also makes it difficult to know when to follow up.

However, if you’re using digital proposals such as ProposalPoint, you’ll be able to keep track of your client’s movements. For example, you’ll know instantly when they’re viewing your proposal, which sections they’ve viewed and for how long, and whether they’ve shared the proposal with anyone else. You can also view session replays of your client’s behaviour when your proposal is viewed.

Armed with this knowledge, you can follow up with your client in a more effective, meaningful and timely manner.

Personalise your proposal

The more effort you put into preparing your proposal, the easier it will be to re-engage throughout the sales process. Your clients will value the fact that you’ve taken the time to understand their unique needs and they’re more likely to want to do business with you.

Digital proposals can be customised to meet the specific needs of each prospective client, plus you can also include interactive digital content such as image galleries, vidoes, dynamic maps and 3D tours.

Ad retargeting

One of the best ways of re-engaging with prospective clients is through retargeting ads on social media such as Facebook, Google and Instagram. Once they’ve read your proposal, they’ll be at the stage of deciding who to list with, so this is the perfect time for your ads to appear on their PC, smartphone or tablet. Furthermore, this retargeting is less intrusive than bombarding your clients with emails or phone calls, but can still be very effective.

Closing the deal

With traditional paper proposals, the time it takes to complete and sign agreements can cause delays in decision making, which can sometimes result in lost deals.

With digital proposals, as soon as your client accepts your proposal online, you’ll receive an instant notification. Your client will then be able to sign the agency and management agreements from any device, which allows you to close the deal without delay.


These days people spend a lot more time on their computer than going through paperwork, so it’s easy for even the most amazing proposal to get lost on someone’s desk.

If you’re not using digital proposals yet, now’s the time to make the switch. Equally, if you’ve been using digital proposals for a while, make sure you’re making the most of all the opportunities they provide for re-engaging with your prospective clients.