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3 Simple Strategies To Get New Clients Into Your Transaction Coordinator Business

In this post, I’m going to share the 3 simple strategies to get clients for your Transaction Coordinator Business. If you’ve just found me (Welcome!) and are not quite sure what a Transaction Coordinator is and does check out my blog post here What is a Virtual Transaction Coordinator

If you haven’t met me (Hey!!) my name is Joni and I am the founder of The Transaction Coordinator Bootcamp and a Real Estate Broker since 1987...yes 1987!  I help entrepreneurs like you ditch the 9-5 grind, launch, and grow your own Virtual Independent Real Estate Transaction Coordinator business working from home.

I have been selling houses for many years and coordinated all my own transactions so I know firsthand what it takes! If you want to learn how to create, launch, and run your own home-based business as an in-demand Virtual Real Estate Transaction Coordinator then you’ve come to the right place! You can also download my Free TC Starter Guide below.

TC Starter guide

Running your own business can have its challenges and one of those challenges is getting paying clients am I right? Here are the 3 simple strategies to get clients into your Transaction Coordinator Business:


Let’s start with Showing Up

I know you thinking, Joni what the heck do you mean by showing up? Showing up where exactly? Great question! What I mean by that is having your very own digital footprint. Sort of like having a business card but only your business card is your online presence.

So many new (and longtime) business owners start their businesses and don’t take into account that they need to be able to be found online. I see this with TCs especially.

Many TCs get clients from word of mouth which is awesome but when you first start out you don’t have that luxury because you're building your clientele from scratch.

At the very minimum, I recommend starting out with a Facebook Business page if you don't have a website yet. I don’t recommend using your personal page. It’s important to tell your friends and family about your new business but for marketing purposes, it’s better to use a Facebook Business page. 

The next thing that I recommend is a simple website. When I started my website I picked a theme and then proceeded to build it out on my own.

If I had to do it all over again I definitely would choose a pre-made template for my website. You can check out our TC Websites by Design in our TC Shop.

It was the most frustrating thing and such a waste of my time to learn how to design in WordPress on my own. I can't tell you how many hours I spent on this and a few tears of frustration along the way. Trust me when I tell you this... if you are trying to save money and do it yourself...don’t.

Follow Up

The next thing to do whether you're just starting out or if you're a seasoned TC is to follow up with potential clients.

I know this probably sounds like a no-brainer but something as simple as following up with potential leads isn’t something that most people do.

In fact, a very small percentage of salespeople (no you're not a salesperson but you ARE selling a service) ever follow up a second or third time.

People are afraid to follow up. They think they are “bothering” them or they think if they don’t respond to the first contact or second contact they aren’t interested in their product or service. Nothing could be further from the truth.

Did you know that a person needs to see a sales or marketing message 5-8 times before they actually buy a product or service?

TC Starter guide

A good rule of thumb. Unless they explicitly tell you they are NOT interested and not to contact them again, keep in touch with them. Put them on an email list and send them an email minimum of once a month just to keep in front of them.

They may not need you now but you never know when that may change. When they do need your services they will think of you because you will of been the only TC that's been following up. By keeping in touch you're top of mind and they will contact you first.

From my experience, especially if you’re competing with another person for the same client you have a much better chance of getting their business if you continue to follow up with them.

More than likely the other TC you may be competing with WON’T follow up a 2 or even a 3rd time.

MailChimp is an email service provider and you can start with a free account up to the first 1000 people on your email list.


This could be one of the most important of them. Potential clients don’t even know you exist unless you’re out there networking and connecting with people and talking about your business.

Networking can take many different forms. You can network in person and online. There are so many opportunities in the real estate industry to network.

Networking directly with Real Estate agents is not the only way. Networking with Vendors that work with Real Estate agents is also a good thing to do. Setting up referral partnerships with Real Estate Vendors can help to grow your business.

Online networking gives you a greater reach to find real estate agents that you can connect with. With all the social media platforms such as Facebook, Instagram, LinkedIn, and Twitter you will have no lack of places to find Real Estate agents to connect with.

If you’re just starting out I recommend starting with Facebook.

I hope these 3 tips have helped you. Are you ready to start your own Virtual Transaction Coordinator Business yet? You can download my Free Biz Tip Guide below.

*Get your FREE TC Guide* Grab the Ultimate TC Starter Kit

Check out these other posts on the blog:

How Much Does a Virtual Transaction Coordinator Make?

The Transaction Coordinator Bootcamp


Hi, I'm


I help women like you launch and grow their own real estate transaction coordinator business from the comfort of their own home (PJs optional) — so you can be in full control of your schedule, financially support your family, and create a life you love.



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