list of units

PRDRE12A Establish and expand client base - Unit descriptor

This unit covers those activities associated with identifying possible clients for listing properties in both sales and property management.

Element

Performance criteria

  1. Service existing client base
1.1 Existing client base is maintained in accordance with agency business plan and marketing strategy
1.2 Opportunities are identified for agency sales and listings
  1. Develop a business network
2.1 Contact is made with potential clients consistent with agency image and marketing plan
2.2 Listings are obtained by following procedures consistent with agency protocols
2.3 Business opportunities are generated by follow-up and networking activities
2.4 The agency marketing strategy and business goals and objectives are consistently met within all business networking activities
  1. Implement strategy to expand client base
3.1 Promotional activities are undertaken which generate enquiries and inform prospective vendors of agency services
3.2 Marketable listings are obtained by following up all enquiries
3.3 Attainable listing targets are set in budgets and marketing strategy


  1. Communicate outcomes of prospecting activities to key stakeholders
4.1 Staff initiative and client confidence in agency services is fostered and supported by communication of the outcomes of prospecting activities
4.2 Accessible records are maintained to provide an accurate and useable source of agency information
  1. Maximise repeat business opportunities
5.1 Contact with prospects is maintained over time to ensure clients' informed consent to agency activities
5.2 Information likely to be of interest is circulated to prospective clients, and followed up at strategic intervals
5.3 Relevant follow-up discussions are held with clients to facilitate stated business needs
5.4 Marketing activity results are recorded in accessible databases to provide useful market references