Hosting Client Appreciation Events That Build Loyalty

In a changing market, referrals are key. If your past clients aren’t referring you to their friends and family, hosting a client appreciation event is a fun (and effective!) way to build loyalty.

Locations sales coaches recommend seeing your top clients face-to-face at least once a quarter to stay top-of-mind and maximize your chances of earning referral business. Client appreciation events are one of the easiest ways to catch up with clients and remind them that you’re ready to serve them, or their friends and family, in their next real estate transaction.

Types of client appreciation events

When it comes to client appreciation parties, there’s no right or wrong way to throw a party! Consider who you will be inviting and their interests. Would a day- or night-time event work best? Indoors or out? Fancy or casual? It’s up to you!

Some of our favorite client appreciation events include:

  • Pool party: Host at your home (if you have a pool) or reserve pool time at a club; arrange for catering so you can relax and visit with your guests.
  • Movie night: Rent out a theater and treat your guests to a variety of movie snacks.
  • Dinner out: Reserve a private room at your favorite restaurant—decorate tables with balloons, centerpieces or a small gift.
  • Game night: Pick a restaurant or bar to watch the big game and bring a fun board game that will get your guests laughing.
  • Picnic at a park: Think lawn games, bounce houses or even a food truck!

Who to invite

Before you make your guest list, consider the number of guests you’d be most comfortable hosting and if you’d be able to have conversations with them all—after all, that’s one of your main goals!

Your client appreciation event guest list could include:

  • “A+” clients (they have used you for multiple transactions or referred you to multiple people)
  • Client who share common interests
  • Current clients
  • Past clients

Pro tip: For larger events, plan for 30 to 50 percent of your invitees to attend.

Enlist help

A large client appreciation event can be expensive, especially if you factor in food, drinks and entertainment. The good news is that you don’t have to foot the bill on your own! Tap your personal and professional network to find mutually beneficial opportunities and share costs.

Some of our cost-saving tips include:

  • Partner with a loan officer to share costs; be sure to introduce your loan officer to your guests.
  • Invite friends with small businesses to demonstrate their services at your event; think: photographers, massage therapists, balloon artists, bakers, etc.
  • Call on your favorite vendors to sponsor drinks, food or raffle prizes; prominently display vendor logos and business cards, and invite your vendors to the event.

Remember to follow up

After your event, don’t forget to send a handwritten note to all attendees. If you have a photo of you with your clients from the event, be sure to include it, too! It’s also a good idea to send a personal note to your invitees who weren’t able to attend—let them know you hope to see them next time.

Finally, update your CRM after the event, noting who attended, what you talked about and who might be ready to transact again soon.

Could you use professional, one-on-one complimentary coaching like Locations provides to its agents? Let’s talk! Email us at

More What's New

Locations Foundation Beautifies Local Schools in Spring 2024

Our Locations Foundation volunteers aren’t afraid to get their hands dirty—especially when it comes to making Hawaii’s public schools more colorful, tidy and inviting for keiki.

Learn, Earn, Return: Nathaniel Forbes' Story

As a new arrival to Hawaii in 2018, experienced Realtor Nathaniel Forbes knew what he was looking for in a brokerage, but he didn’t know where to find it. His search led him to Locations, where he found the programs and support he needed to build the career and relationships he’d envisioned.

Locations Research: Where to Find High-Demand Oahu Neighborhoods in 2024

Which Oahu neighborhoods are the most sought-after in 2024? Locations Lead Research Analyst John Jacobson highlights the neighborhoods to watch this spring.

Jantzen Shinmoto: Culture, Camaraderie & the Company You Keep

As a new real estate agent in 2022, Jantzen Shinmoto was struggling to find the support, structure and proven systems that would take his career to the next level. On the advice of a friend in the industry he gave Locations a try and hasn’t looked back since. Today, Jantzen is thriving, thanks to our collaborative culture, welcoming environment and top-performing mentors.

Locations Research: A Deep Dive into the Waikiki Real Estate Market

What’s happening in the Waikiki condo market in early 2024? Lead research analyst at Locations John Jacobson breaks it down in five charts.

Locations Honors Agent Achievements at "The Greatest Showman"-Themed Extravaganza

Every year since our founding in 1969, Locations agents and employees have have come together to commemorate each other’s achievements and revel in each other’s camaraderie. This special event is an opportunity for new and seasoned agents alike to make cherished memories to last a lifetime.

Locations Research: 5 Charts to Explain the Oahu Real Estate Market in January 2024

John Jacobson, lead research analyst at Locations, shares five charts that illustrate what’s happening in the Oahu real estate market in early 2024.

Lindsey Itamoto's Path to Success

Lindsey came to Locations in 2013 in search of more support and a strong sense of community. A little over a decade later, she’s at the top of her game—thanks to the programs and people she found here.

Locations on the Links at the Sony Open

As a proud sponsor of the 2024 Sony Open in Hawaii, the Locations ‘Ohana enjoyed four action-packed days on the links while entertaining clients and helping to support local charities.

A Very Merry Locations Holiday Party

Every year, the Locations ‘Ohana celebrates the many outstanding contributions of our employees with a high-energy holiday party packed with food, fun and festive feelings!

Contact Us