07/14/2026
Dear William Raveis Family,
It was all-hands-on-deck last Thursday for a 2-hour, in-depth Cloze training session with SVPs and Sales Managers across our footprint. After my opening remarks, Chris Raveis spoke on the importance of Cloze to drive business, followed by Christa Ross, SVP, Career Development and Jamie Mendelsohn, VP, Customer Success at Cloze, who helped lead the afternoon training.
It’s working! The goal is 100% Cloze adoption by September 30. Our “Day-in-the-Life Buyer” video incorporates 6 short snippets showing the journey from reconnecting with potential customers to turning them into Buyers (see below). Your Managers will also conduct hands-on training assisted by field marketing team in branches…give it a try.
1. Keep-in-touch reminders. One of the most valuable tasks is your notification to reconnect with a past customer or client. A simple action that should become part of your daily routine.
2. Open tracking alerts and unread emails. Cloze’s built-in writing assistant helps you draft and send replies, without logging into another account; so that nothing slips through the cracks.
3. Scheduling a meeting using Cloze. Stay connected 24/7. Book a meeting with a customer, add time, location, and any other details and your agenda syncs to your calendar.
4. Transcribe and use Maia to recap in-person meetings. Automatically create a recording. Better still, ask your virtual assistant Maia to create a meeting recap to share with attendees via email. Notes can also be saved in your contact file.
5. Creating & sending the William Raveis’ Buyer Agreement. Tap Maia and send the SkySlope Forms agreement to your prospect(s), in seconds without leaving Cloze.
6. Sending property-match emails. Once you’ve found homes that meet your Buyer’s needs, quickly send a polished, personalized list using Cloze.
Please find Christa’s workshop dates/offices for upcoming Cloze training with Sales Managers and field support inside our Tell-All Tuesday newsletter. Last, our updated digital Buyer Broker brochure is on Raveis365+ with printed copies by July 31.
Go Team!
With gratitude,
Bill
