Real estate · Referrals
Your best lead source is a contact list you haven't opened since closing.
Past clients are the cheapest source of new business an agent has, and the most commonly neglected. The intention to stay in touch is real. The follow-through usually loses to whatever's urgent this week. A scheduled, drafted check-in is what actually closes that gap.
Direct answer
Three touchpoints worth automating the drafting for
Home anniversary
A one-year, or annual, check-in referencing their actual home and purchase, not a generic "thinking of you."
Market updates
A relevant note when their neighborhood's values shift meaningfully, giving them a real reason to hear from you.
Referral asks
Timed to a natural moment, like the anniversary check-in, rather than a cold ask that feels out of nowhere.
Why not a generic drip campaign
A past client can tell the difference
A templated newsletter blast reads as exactly what it is. A message that references the actual home, the actual purchase date, and something true about their specific market reads as what it should be: an agent who remembers them. The difference is whether the draft is built from their real transaction details or from a generic template with a name merged in.
Where it fits
Runs on the same workspace as your transaction and listing tools
This draws on the same AI Concierge workspace built around your farm area and your voice, connected to your CRM so past-client dates and details don't have to be tracked separately.
Keep reading
Related
Questions
FAQ
Will this feel like spam to past clients?
Not if it's specific to them and reviewed before it sends, which is the standard here. Generic blasts feel like spam; a note referencing their actual home usually doesn't.
How far back does this go?
As far as your CRM has records for. A contact list that's gone stale is still usable as a starting point.
Does this help with referrals specifically, or just re-engagement?
Both. A well-timed check-in is also the natural moment to ask for a referral, which is built into the same drafted message when it fits.
Next step
Let's look at your past-client list
A short call to see how many relationships are sitting untouched, and what a scheduled check-in system would look like.