CasavriaPast client follow-up ideas that earn referrals
Closing is not the finish line. Past clients are your best source of repeat and referral business, but only if they still remember you. These touches are simple enough to keep up.
The calendar
- One week after closing: a check-in and a thank-you.
- Thirty days: ask how the move is going and whether they need vendor recommendations.
- Home anniversary every year: a text or card.
- Birthday: a quick text.
- Seasonal: a note at a holiday that is not Christmas.
- Annual home value check: “Want to know what your home is worth?”
- Market update twice a year, personal not mass.
Beyond the message
- A handwritten card with a specific memory.
- A pop-by with a small gift. See our pop-by ideas.
- A useful vendor introduction: plumber, painter, tax preparer.
- An invitation to a client appreciation event.
Write down what you learn
Save details from every conversation: new job, new baby, the dog’s name. Next time you reach out you will sound like a friend, not a marketer. Casavria stores these personal details on each contact and shows them in your meeting brief.
Keep a system
Casavria’s daily list surfaces birthdays and home anniversaries automatically so you never miss one.
Questions
How do I know a client’s home anniversary?
Save the closing date as the home purchase date on the contact. Casavria then reminds you each year.
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General information only, not legal, tax or financial advice.