case study 2

Revolutionising Client Retention Through Automated Feedback

Heritage Homes & Properties faced challenges in retaining clients and maintaining high satisfaction rates due to inconsistent follow-ups. By implementing an automated feedback collection system, we helped them reduce churn and build stronger client relationships, all while freeing up valuable time for their team.

Building Trust Through Automation.

When we partnered with Heritage Homes, they struggled to keep up with manual feedback collection. This lack of timely insights led to missed opportunities to address client concerns and retain long-term loyalty. Here’s how we solved it:

Myth: Collecting feedback is time-consuming

Automation simplifies the process, ensuring consistent client engagement without extra work.

Myth: Clients won’t respond to feedback requests

Personalized and well-timed requests improve response rates and foster trust.

1. Automate Feedback Requests

Using custom scheduling tools, we automated the process of sending personalised feedback requests after key interactions, such as property viewings and transactions.

2. Analyze Client Sentiment

Feedback responses were compiled into easily digestible insights, enabling the team to identify trends and address concerns proactively.

3. Enhance Client Loyalty

With actionable insights, Heritage Homes implemented changes based on client needs, resulting in stronger satisfaction and long-term trust.

How Automation Transformed Client Retention

Improve Client Loyalty & Save Time

Just like we did for Heritage Homes & Properties, we’ll design and implement a custom solution to help you retain more clients, build stronger relationships, and save countless hours. Let’s turn your feedback into growth opportunities.

No credit card required.