Thank You Notes to Buy Customers

Whenever a buy is made, a thank-you note should be sent to the seller. A buyer’s goal should be to send a note to everyone who sells, if permission is granted. Buyers can call customers to thank them too, but a thank you note must still be sent.

A thank you note is sent to repeat customers as well, even if they just sold you something last week or yesterday. One thank you note is sent for every transaction, not just one per customer.

The procedure is as follows:

1. When filling out the buy slip, ask the customer if he or she would mind if we send a thank you note.
2. Make sure the customer’s mailing address is current – you should be doing this anyway for the buy slip!
3. If the customer is agreeable, put a note on the buy and set it aside to do when you have time.
4. The thank you note should be sent out on the same day as the buy occurred.
5. See the policy “Buyers, Adding Sellers to the Mailing List” and use where applicable.
6. Personalize these notes! Personal thank you notes count towards your Customer Contacts goal for the week.
7. Note “No TY” in the buy log description on the portal.

NEVER send a note to someone who says they don’t want us to mail them anything. Remember that people sell for a huge variety of reasons. Use your best judgment; even if you have a great connection with the woman who’s selling her diamond to help out her sick husband, she’s not going to appreciate your spilling the beans if she wants the transaction to be private. ONLY break confidentiality with the express permission of the seller!

The Estate Buying Manager will review the buy portal logs periodically for accuracy in tracking TY card refusals.