Six times (600%!) more business from your database…
How to set up a Keller Williams style 33 Touch Campaign using Swift Marketing.
Difficulty: Easy
Time required: About 1 hour
Cost: $1 for SwiftCloud trial first month
A friend of mine is a top performing Keller Williams agent, and SwiftCloud was founded by a former Keller Williams agent.
Setup Your 33 Touch Automation, Inbound Marketing & More

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Keller Williams is indeed a great company with excellent systems across the board, and systems like these have contributed to their phenomenal growth. Even if you’re at a competing brokerage or agency, you can still adopt some of the Keller Williams systems to grow your success.
This system also is based to some degree on proven referral generation systems. The leader of this camp is arguably Brian Buffini, who has an excellent training series covering active referral generation. With all due respect to him, we can prove our technology systems will blow past theirs by a country mile, but if you’re serious about generating more referrals, going to a weekend seminar of Buffini and Company is sure to help you create more transactions.
Most of this can be automated
and pre-scheduled.
Speaking frankly, where the referral-only systems are weak is really in 2 areas, which are (1.) the edge of your social network, i.e. without strong marketing materials, that friend of a friend might get refer them your way, however, there may be multiple referrals made as pretty much everyone knows at least one or more real estate agents/brokers. These referrals are sure to research you a bit before making contact and a sale is not guaranteed. Marketing materials can strengthen referral validity and increase the number of referrals by making it easy to share via social media.
Here’s our best-practices 33 Touch Campaign (Year-long):
- Quarterly (4x/year) phone calls for all A+, A, and B clients. We define this as 3 attempts, because any more than that just comes off as a bit “stalker” or overly persistent, though not getting a call back after 3 attempts probably means you should downgrade that A+/A/B rating. The goal here is reminding them what you do, sharing a success story i.e. we helped Sally Jones sell her home for top dollar in just X days, or sold a house with 15 offers last week, etc. and ask them point blank “who do you know that owns a house and might be curious as to the value of their home?” Or is thinking of investing in real estate, etc.
- 5 DB Calls /Day: Note: SwiftMarketing will “throttle schedule” your calls, i.e. give you 5 people per day from your database to call which x 5 days per week is 1300 people per year based on 52 weeks – an excellent client referrals database that can easily earn you six figures a year if you just work the system. You can set the throttle.
- Handwritten Notes: ALWAYS send a follow up handwritten old-school note to anyone you actually speak with in person (not a voicemail). When is the last time you received stamped personal mail? The more high tech our society becomes, the better this works… the old cards most of us get are from grandparents or elderly parents if that, so in a sea of junk mail, a handwritten card really shows you’re a class act.
- Referrals: This also goes for every referral you get, always send a handwritten card. It doesn’t matter if you’ll turn that referral into actual business – you want to train them to refer you and reward the activity. Every time. This one thing alone contributed an extra $30,000 to $40,000 to my income back in ’07.
- Newsletters – monthly, electronic email is fine. Note this cannot be some canned fluffy junk – it needs to show some personality and include some real value, and whatever made them interested in your services in the first place i.e. X number of sales in city Y last month, amount of inventory, etc. – cold hard stats demonstrate you are the expert, along with a story of success of someone you or your team helped.
- Birthday wishes: We include this as a silly video with puppets singing you can post on their facebook page. We may automate this later, but for now it requires human attention. Older less tech-savvy clients not on facebook should be sent an old-school snail-mail card.
- Anniversary – same. We have a little video you can post for them, but less tech savvy clients should be sent a paper card.
- Face to Face Live events (2x-4x year):
- A private dinner for only your A+ clients. These are people who have referred you and it turned into money. Spend some money on these people and show them your gratitude so they do it again.
- A larger party or BBQ (veggie-Q if that’s how you roll) event at a park, house party – this is a chance to have fun.
- Bonus: Have a few events people really want to attend – a wine tasting party, a beer tasting, etc. – and the price of admission is a referral to someone who may need your help. You’ll spend a few bucks, but you’ll expand your social influence and marketing database.
- HUD-1 End of year: for any clients who transacted in the previous year, for their taxes
- Social Media Consistent Awareness: The power up presence of mind “blanked”: We have a 61 point carefully scheduled system that covers all the holidays and ensures your visibility in client’s facebook, twitter, pinterest, and instagram 61 times per year, just over once a week. This is a soft touch, but a reminder of the relationship and is a mix of both “you as a human” i.e. music, food, humanity and your professional services including a few videos, tips, tricks, and real estate specific posts.
This campaign is actually about 100 total impressions throughout the year, but most of it is automated.
The only portions that require your human attention and should not be outsourced are…
- Quarterly database phone calls (4x / year)
- Handwritten notes when you get a referral
- 1-2 parties per year
- The HUD-1 for actual transactions you did for the previous year
Swift Marketing can schedule, manage, and track this all for you – for just $1 to start.
If you like it, invest just $20/mo or $200/year.
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