Currently, our team makes scheduled check-in calls to customers after they go under contract with the Partner Agent we’ve matched them with. These calls serve three purposes: Receiving feedback on the performance of the agent with the customer, and intervening if there are any issues. Pitching the customer on our Friends & Family referral plan, in which they can receive a $200 Amazon gift card for referring a customer who sells with Clever. Encouraging the customer to leave us a five star review. Instead of calling the customer after their transaction goes under contract, we could call them after their transaction closes. This means calling them when the transaction is 100% finalized, instead of when it is near the finish line but not quite complete (under contract) What do you see as the pros and cons of calling the customer at under contract versus after closing, taking into account the three goals stated above? How would you go about testing the success of calling at under contract versus after closing?

Understanding Business
12th Edition
ISBN:9781259929434
Author:William Nickels
Publisher:William Nickels
Chapter1: Taking Risks And Making Profits Within The Dynamic Business Environment
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Currently, our team makes scheduled check-in calls to customers after they go under contract with the Partner Agent we’ve matched them with. These calls serve three purposes:

Receiving feedback on the performance of the agent with the customer, and intervening if there are any issues. Pitching the customer on our Friends & Family referral plan, in which they can receive a $200 Amazon gift card for referring a customer who sells with Clever. Encouraging the customer to leave us a five star review.

Instead of calling the customer after their transaction goes under contract, we could call them after their transaction closes. This means calling them when the transaction is 100% finalized, instead of when it is near the finish line but not quite complete (under contract)

What do you see as the pros and cons of calling the customer at under contract versus after closing, taking into account the three goals stated above? How would you go about testing the success of calling at under contract versus after closing?

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