Joe 's Blog


Personal Note Cards - Send Out the Personal Touch



Joe Gonzalez
Branch Manager
1st Metropolitan Mortgage
Phone: 610-351-7510
Fax: 610-351-7810


The business professional with the most friends WINS! Period. The formula for success is that simple.

The power to attract people is what gauges success. The more people consider you a friend and a business professional, the greater your potential for success. Your existing client base, if managed properly, can become your most treasured outside sales force for referrals, the champions of your cause.

Your style of marketing to these people will profoundly impact their impression of you. I firmly advise implementing a personalized, hand-written note campaign. It's quite simple: Two cards a day and 10 a week equal 520 notes per year. That's 520 subtle yet powerful marketing opportunities for a very small investment on your part.

It's important that these personalized cards don't mention anything about your business, nor should they contain a business card. Never send them in an envelope with your company name and logo. You wouldn't send your mother or cousin holiday greetings with your business card or company logo. Likewise, if your goal is to create a multitude of friendships, then why jeopardize them by sending business information to a prospective client?

Here's the drill: Purchase several boxes of blank, inexpensive note cards. Place two blank cards on your desk every morning. Sometime throughout the day, perhaps at lunch, during a break or while on hold for a business phone call, grab a card and write that personalized note to someone in your database. You'll find it most helpful to have your database open when you are ready to draft that note. You might write, for example:

Hi Joe,

I've been thinking about you. Did you catch that Dodger game last night? It went into the 11th inning. Sure was exciting! I hope that you and your son are both doing well. Perhaps we can all go to a ball game sometime this summer and enjoy each other's company. Let me know if that would work for you.


Your Name

That note doesn't say "business," it says "friend." Remember, two cards a day and 10 a week equal 520 a year. Ask yourself this: If you reached out 520 times a year to people you know with a friendly note, how many more transactions would be referred to you as a result?

I'd love to share other ways I've created raving fans and clients for life. Give me a call!

For help or questions contact:

Joe Gonzalez

Senior Loan Consultant -  NMLS #126036
GMH Mortgage Services, LLC
625 W. Ridge Pike, Building C, Suite 100 | Conshohocken, PA  19428 | Direct: 610-355-8039 |  Cell: 610-739-6563

FHA Jumbo Loan, Mortgage King Of Prussia   FHA Jumbo Loan, Mortgage King Of Prussia   FHA Jumbo Loan, Mortgage King Of Prussia

This material is non-exclusively licensed to Joe Gonzalez and may not be copied, reproduced, or sold in any form whatsoever. Copyright ©2006-2014, Bring the Blog. All rights reserved. Terms of Service.
Comment balloon 1 commentJoe Gonzalez • June 13 2008 03:11PM


This is a great tip for those of us who get our business By Referral Only. Thanks!

Posted by Carey Pott (January Financial) about 12 years ago