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Are You On Track?

The Plan

About this time of year, I have to remind myself that I had spent a lot of time creating a plan. I made a schedule – and oh, yeah, I’m supposed to be following it.

The First Fail

One of my favorite things is to send cards to my clients. My favorite is calling and singing happy birthday to them – embarrassing myself with my horrid singing and them with my horrid singing.

How do I know their birthdays? I ask. (Thanks DocStoc.)

But the first thing to go when I get busy – or distracted – is sending cards.

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The Fix

At the last minute, I ran over to to send an ecard. Ta-da!  They have a new feature – a very cool feature. One I’ve been hoping they’d figure out: Personalized cards! Really personalized – as in you can change the front, inside and back covers.  Ever try to find a Happy House Anniversary card?

The Cure

Not only can you make a totally personalized, professional card – Hallmark will address, stamp and mail it for you too and on your schedule.  You can create it today and send it next month.  So when I have time I create a bunch of cards, schedule them for a later time and back to the schedule.  Well, that’s the idea anyway.

Written By

As a lifelong resident and local Realtor, Vicki has established herself as a respected member of the San Mateo County real estate community. She’s known for her wit, sarcasm, and her personality that shows through in her posts. You can find her spouting off at Twitter, here at ag, and her personal blog, San Mateo Real Estate



  1. Will

    April 14, 2009 at 4:10 pm

    I like the idea of the client appreciation survey sheet (for all those details we could use for just such a case). Wondering when and how do you present it? How has the feedback from your clients been? Does everyone fill it out or do they pass it off to let it be forgotten? Does doing such a survey then cheapen the appreciation gifts or do people forget about it?

  2. Vicki Moore

    April 14, 2009 at 4:27 pm

    I typically email it to them in a locked document file that they can fill out and send back. When I send it depends on the client and how busy they are. Like not when they’re in the process of moving. 🙂

    Most fill it out. It’s funny they always forget.

    I gave it to a client, they filled it out. I brought one of the items they listed to the signing they said, “How did you know we like…?”

    It’s a way to give someone something that they’ll like and it makes it easier on me in trying to figure it out.

    I went to a wedding reception – it was nice to know they like champagne. Makes me almost forget about the time I gave a bottle of wine to someone in recovery.

  3. Joe Loomer

    April 15, 2009 at 4:31 am

    Great ideas here Vicki. Being retired military and with a strong VA client base – I like to get Masters pin flags and have my client’s friends sign them as a going away gift. You can only get the flags at the Augusta National during Masters Week, so I have to remember to stock up, but it’s a powerful going away gift for those Sellers who are golf fans.

  4. Matt Thomson

    April 15, 2009 at 9:06 am

    Great idea, but let me suggest something even better!
    Hallmark quality cards for $.62 rather than the $3+ I see in the Hallmark site. If you want personal, you can even use your own handwriting! You send them a sample of your writing (every letter, number, symbol, etc), they scan it in, and you get online, type your message, and a personalized card gets sent in your handwriting!
    You can make the front of the card any photo you upload, and include up to 4 photos on the inside of the card. It’s only $.93 with the photos.
    Go to and set up a guest account and send a couple of cards to try it!
    It’s the best way I’ve found to keep in touch with clients.
    **It is a network marketing company, so yes I do have a financial interest in this as well. I’m okay with that since it’s a tool you’ll love.

  5. Vicki Moore

    April 16, 2009 at 6:06 pm

    Joe – Personal is powerful!

    Matt – That’s definitely an option that will work for some of us. Thanks for sharing.

  6. Jason of Docstoc

    April 17, 2009 at 1:56 pm

    Thanks for mentioning Docstoc. Glad you like it. Feel free to reach out to me if you have any questions about Docstoc.

    Jason Nazar

  7. Karen Goodman

    April 18, 2009 at 8:34 am

    I’ve found an easy solution to getting too busy to send out cards. Every time I have a buyer closing, I write a Thank You note, which gets mailed about a week after closing. And, at the same time, I write up the 1 year house anniversary card. I make a note on the outside bottom corner of the month-day of the closing, and then I put it at the bottom of the pile. Every week or two I look at the top card and see if it is time to mail it yet.

    One tip…do NOT seal the envelopes until ready to mail. I changed brokerages a couple of years ago and had to rip open all the stamped envelopes to get inside to change the business cards.

    Oh…I found a house anniversary card in the Sell Smart catalog.

  8. Vicki Moore

    April 20, 2009 at 2:47 pm

    Hi Karen – Great suggestion.

    Getting to the store to get the cards has been the problem for me. I used to go with a big list with everybody’s names on it but it got to be too much. Oh – get a card for Weston – he’s going to be 6. A card for Tony and Rachel for their first wedding anniversary. A few more and I was annoyed and frustrated.

    Hopefully there’s an idea here for everyone!

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