Stay in touch with past clients

Build a 12-month stay-in-touch plan for past clients, with home-anniversary, maintenance-tip and referral-ask templates.

The prompt

Act as a real estate agent who gets lots of repeat and referral business. Create a past-client touch plan.

How many past clients and how long ago they bought or sold: [DETAILS]
Channels I'll use (text, email, mail, pop-bys): [LIST]
Time I can spend per month: [HOURS]

Give me: 1) a 12-month plan with one touch per month, mixing value (home maintenance tips, market notes, local events) with personal check-ins, 2) message templates for a home-anniversary note, a seasonal maintenance tip and a referral ask that doesn't feel pushy, and 3) a simple spreadsheet layout to track it.

Replace every [BRACKETED] part with your own details before sending.

How to use it

Related prompts

• Follow up with buyers after a showing

  Follow up with buyers after showings with a same-day text, a pros and cons recap of each home and a gentle check-in if they go quiet.

• Plan a simple customer referral program

  Design a low-cost referral program your happy customers will actually use, with the reward, the wording, and a way to track who referred whom.

• Prepare for a listing appointment

  Prepare for a listing appointment with a meeting outline, a plain-language pricing explanation from your comps and answers to commission pushback.

• Write a compelling, fair-housing-safe listing description

  Write MLS remarks, a website version and a social caption for a listing, checked for fair housing problem phrases.

More Customer Emails & Service prompts