ProFile Transaction Management

14 Year Post-Closing Plan

Only 12% of Clients Use Their Agent Again! How To Stem the Loss. 88% of all homeowners surveyed said they would use their real estate agent again if they bought or sold a home.

AND…..

Only 12% of homeowners actually did.

In other words, most agents are not tapping into their most valuable resource (their database), and they are losing most of their past clients.

I realize that these statistics are thrown around often, but I found them particularly interesting because they hit home (we too lose far too many past clients), and because the problem is so easily addressed in this day and age.

More importantly – because so many tech-based firms are now so adept at using technology to garner leads, the competition for our databases is more intense than ever.

Bonus Scripts

It is so important to stay in touch with past clients here is a 14-year follow-up to do just that at a high level! Enjoy 🙂

What?When?Notes
☐ “Thank You” Call 1 week after closing“How did the move go?”
☐ Handwritten Note3 months after closing“Anything you need? Referrals for Services?” Send Contractors List Again?
☐ Review Request Follow UpAt 1, 3, & 6 monthsDone by automated system
☐ 6 Month Phone Call6 months after closing“It’s been half a year already?” 
☐ 9 Month Gift9 months after closing$8 Coffee on us and Handwritten Note
☐ *Buyers* Move in Anniversary Card 1 year after closingDeliver a Cupcake 
☐ Call from Agent1 year after closing“Happy Moving’Versary” 
☐ January Tax LetterJanuary after closingHello & Happy New Year – January Letter
☐ Yearly Market Report 1 year after closingSend CMA
☐ Yearly CMA x19Every February starting 2 years after closingAutomatically send all clients a CMA in February yearly after they move in
☐ VideoJanuary 1stHappy New Year
☐ Holiday CardsYearlyThanksgiving Card invite to Holiday wreath party. 
☐ *Buyers* Christmas Ornament1st December after closing“First Christmas in New Home” Branded
☐ Handwritten Note/Coffee3 years after closingInvite to coffee/$10 Coffee gift card
☐ Agent Call3 years after closingInvite to Coffee 
☐ Handwritten Note5 years after closing“Happy 5 years – If you’re looking to make a move…”
☐ Gift5 years after closingSend a Plant 
☐ Agent Call5 years after closingDid you get your plant?
☐ Handwritten Note10 years after closing“Happy 10 years – If you’re looking to make a move…”
☐ Gift10 years after closingEdible Arrangement
☐ Agent Call10 years after closing“We hope you liked your gift…”
☐ Handwritten Note14 years after closing“Happy 14 years – If you’re looking to make a move…”
☐ Agent Call14 years after closingDeliver a Cake
☐ Agent Call14 years after closing“We hope you liked your gift…”