Our New Follow-Up Process
May 20, 2025

Our New Follow-Up Process

A strategic multi-channel approach to nurture client relationships

Purpose & Guidelines

  • Client Selection Select clients in the 001 & 0015 FU Lists
  • Frequency Run according to the defined schedule below
  • Tagging Required Naming Rules: Date (YR_Mo_Day)FU
  • Avoid Duplication Use tags to prevent clients from appearing in multiple lists
Day 1 Email #1 📩 Email

Acknowledge recent site activity, offer help, introduce your role. Soft "you're probably not buying today" language.

1
Day 3 Voicemail 🔊 RVM

Warm, short touch that reinforces your availability and personal connection. Ends with your direct cell.

2
Day 6 Text Message 💬 SMS

Low-friction ask: "Want a walk-through video or market update?"

3
Day 8 Email #2 📩 Email

More conversational, "I'll be here when you're ready" tone. Reaffirms your role as Co-Founding Broker and trusted advisor.

4
Day 15 Email #3 📩 Email

Educational: "3 things buyers don't realize about timing a Florida purchase" (or similar). Share a tip they can use now. Builds authority.

5
Day 22 Email #4 📩 Email

"Is there anything I can do today?" -- gentle ask, easy CTA, no pressure.

6
Day 25 Text Message 💬 SMS

"Still keeping an eye on that area for you --- want me to flag anything new that fits your vibe?"

7
Day 30 Email #5 📩 Email

Position you as their long-term partner: "Still watching the market for you --- even if you're months away." Mentions off-market alerts, personal market guidance, etc. Includes your direct cell again. Ends the sequence warmly but confidently.

8

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