Real Estate Investor Clients From One-On-One Meetings

Modeling Your Business Serving Real Estate Investors

We’re going to continue working through The Real Estate Investor’s Agent One-Page Business Plan™ spreadsheet.

We’ve already covered the following blocks:

• Group Members

• Per Meeting

• Total For All Meetings

• Meet One-On-One

Now, we’re going to look at turning one-on-one meetings into signed client agreements with real estate investors.

For the first time in our spreadsheet we have a box that splits into multiple options represented by different boxes.

Not Everyone’s A Client

After a one-on-one meeting, some of the folks you’re meeting with will not be a good fit to be a client.

• Sometimes you will reject them as not a good fit for working with you.

• Sometimes they will have unrealistic expectations.

• Sometimes they will not have the resources they need to buy/sell properties.

• Sometimes they will want a specific type of property or deal that you do not specialize in.

• Sometimes they will tell you about all the lawsuits their involved with and you’re unwilling to take on that extra risk.

• Sometimes they will talk about how everyone they work with is stupid and how they’re so smart.

• Sometimes they will talk about how much of a victim they are and how everything bad always happens to them.

• Sometimes they’ll show up late and you only work with people that respect your time.

Whatever the reason… that’s fine. Leave them far better than you found them by being helpful and valuable for the hour or so you have together over lunch. But, you don’t need to accept everyone as a client.

If you know that you’d never want to work with them, you are free to remove them from your marketing to not encourage them to continue to come to your classes, listen to your podcast, etc. If they come that’s fine, but you’re not going to go out of your way to encourage them to become a client if you already know you would not work with them as a client.

One example for me—which you may do differently…