Step 1: Build one list of past clients
Start with everyone you've closed with, then add the people who referred them and the people they referred. For each one, note the home, the closing date, and anything personal they told you: kids, pets, a renovation they planned.
You do
- Adding the personal notes only you know
Hand off
- Building the list from your closed deals
- Keeping the contact details current
Step 2: Mark the dates that matter
The home purchase anniversary, birthdays if you know them, and the season when a home in their area is worth a value check. Dates give every touch a natural reason.
You do
- Deciding which dates deserve a call, not just a message
Hand off
- Reminders ahead of each date
Step 3: Give every touch a reason
A message with something in it gets an answer: the value of their home, a sale on their street, a vendor they might need. A message that only says hello gets ignored. Plan three or four reasons a year for each client.
You do
- Choosing the reason for the clients you know best
Hand off
- Drafting each message with its reason, for you to review and send
Step 4: Call when it counts
Some moments deserve your voice: a new baby, a job move, a question about selling. When a reply hints at a change, that's your cue to call, not to send another message.
You do
- The calls and the coffees
Hand off
- Flagging replies that hint at a move or a referral
Step 5: Review the list each quarter
Once a quarter, look at who you haven't heard from, who replied, and who sent you a referral. Thank the people who referred you in person, and move anyone thinking about a move into your active follow-up.
You do
- Thanking the people who sent you business
Hand off
- The list of who went quiet and who sent a referral
Where Reddy fits
Tell Reddy in chat how you handle past-client check-ins, and it follows that when the work comes up. It writes each check-in as a draft in your own mailbox, so you review and send it yourself.
The relationships, and every call, stay with you.