Onboarding Experience

• Welcome email introducing the value proposition and next steps
• A brief phone call to understand the client's needs and criteria for property investment
• Welcome packet including a guide to understanding property values and how we identify them

Communication Cadence

• Weekly email updates regarding potential properties and investment opportunities
• Monthly phone or video call to discuss possibilities and progress
• Immediate communication in case of a strong investment opportunity

Client Education

• A set of educational videos explaining the statistical methods used in identifying properties
• An investors' FAQ section on the website
• A blog with articles on understanding property values, risks, and opportunities

Personalized Touches

• A celebratory message or call when a property is successfully purchased
• Anniversary emails marking the purchase of the property
• A small gift upon successful closing of a property deal

Visuals and Documentation

• Before and after valuations of purchased properties
• Quarterly reports highlighting investment performance
• Case studies of successful purchases

Feedback and Proactive Support

• A bi-annual survey for feedback on the service
• Alerts and support in case of potential worries or issues with the property
• A dedicated helpline for immediate assistance

Guarantee or Promise

• Assurance that the fee decreases if clients overspend
• Clear communication of profits made through the investment

Operational Excellence

• Timely updates and communication about property opportunities
• Clear and concise documentation on property deals
• Maintain strong professional standards in all interactions

Renewals & Contracts

• Offer annual retainer contracts for continuous property evaluation and sourcing

Upsells & Cross-Sells

• Introduce premium level services offering more in-depth analysis and personalized investment strategies
• Offer post-purchase property management consultation as an upsell

Bundling & Packaging

• Bundle multiple property sourcing options together at a discounted total fee
• Package property sourcing, analysis, and management consultations to provide an all-in-one solution for investors

Loyalty & Retention Programs

• Implement referral incentives for existing clients to recommend new clients
• Offer fee discounts to clients that choose to re-engage after a successful investment

Custom Services and Personalization

• Provide personalized property recommendations based on individual investment portfolio goals

Pricing Strategy

• Offer longer-term contracts with a lower overall fee to incentivize long-term commitment
• Structure fees based on value provided rather than flat rates, increasing perception of value-to-cost ratio

Customer Data and Insights

• Invest in basic CRM software to track client engagement and identify opportunities for re-engagement and upsells

Referral Incentives

• Offer a 5% referral fee for every successful referral who retains ILSG's services
• Give referees a $200 discount on their initial consultation

Shareable Assets

• Create easy-to-share testimonials video showcasing successful clients who've benefited from ILSG's services
• Provide print materials highlighting investment outcomes from using ILSG's services

Timing and Triggers

• Ask for referrals after successful closures of property purchases
• Automate email reminders to ask for referrals 2 weeks after a successful deal

Client Success Stories

• Regularly share client achievements on website and social media platforms
• Establish a testimonial database to highlight successful referrals

Referral Contests

• Run a bi-annual referral contest with a reward for the client who brings in the highest number of successful referrals

Partner or Affiliate Programs

• Establish partnerships with financial advisors who can refer their high-net-worth clients to ILSG

Thank-You Experience

• Send personalized thank-you notes with a premium gift to top referrers