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Keep in touch with past buyers and sellers all year
A light, personal touch with past clients each quarter and on their home anniversary, so they think of you when they or friends move.
When to use it
Set up once, then quarterly and on anniversaries
Step by step
List past clients who agreed to hear from you
In Google Sheets, list past clients who gave permission to be contacted, with first name, area, move date and anything useful they shared (such as a renovation plan).
Set anniversary reminders
Add a yearly Google Calendar event on each move-in date, so you get a nudge to send a personal note.
Draft a quarterly local update
Each quarter, paste your notes about the local market into your AI assistant with this prompt.
Prompt to copyWrite a short, friendly quarterly email to past clients of a local estate agent in [area]. Include: 1) A two-sentence local market update from my notes (no figures I haven't given you), 2) One practical home tip for the season, 3) One local event or new opening, 4) A gentle line saying I'm happy to give a free valuation or recommend a tradesperson. Under 200 words, warm, no hard sell. Notes: [paste notes]Send it through Mailchimp
Paste the email into a Mailchimp campaign for your past-client audience and schedule it. Mailchimp handles unsubscribes for you.
Write anniversary notes personally
When an anniversary reminder pops up, ask the AI for a three-line note using the client's first name and one detail, then edit it and send it yourself.
What you get
Subject: Spring on Riverside: a quick update Homes near the park are still selling quickly, and we've seen more first-time buyers this spring. Seasonal tip: clear gutters before the April showers. New: the Saturday market is back on the green.
Tips
- Only email people who agreed to it, and make it easy to unsubscribe. Marketing email rules apply.
- Personal notes beat newsletters. Keep the anniversary note short and genuine.