Past client follow-up for real estate agents
Past client follow-up is how you stay the agent a client calls after closing. These guides give you a first-year schedule, monthly pop-by ideas, closing gift ideas and home anniversary messages. They also have check-in texts and review requests you can copy, written short so you can send them from your own phone or email.
- What to Do After Closing: this checklist covers the first week, from the thank-you note to sending the list of pros.
- How Often to Follow Up With Past Clients: this lays out a first-year schedule and the pace to keep after that.
- Pop-By Ideas by Month: each month gets one small drop-off tied to a real home task.
- Closing Gift Ideas and How Much to Spend: these are gifts clients use in the first month, with a way to set one amount for everyone.
- Home Anniversary Messages: this covers what to send on the closing date each year, with texts and notes you can copy.
- Follow-Up Texts and Emails: these check-in scripts cover 30 days, 6 months and clients you haven't talked to in years.
- How to Ask Past Clients for Reviews: this covers when to ask, what to send, and what Google and the FTC say about incentives.
- How to follow up after referring a contractor: this has the check-in scripts you can copy after a client hires someone.
- What to do when a vendor you referred does a bad job: this covers making it right with your client and deciding who stays on your list.
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