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
Acknowledge recent site activity, offer help, introduce your role. Soft "you're probably not buying today" language.
Warm, short touch that reinforces your availability and personal connection. Ends with your direct cell.
Low-friction ask: "Want a walk-through video or market update?"
More conversational, "I'll be here when you're ready" tone. Reaffirms your role as Co-Founding Broker and trusted advisor.
Educational: "3 things buyers don't realize about timing a Florida purchase" (or similar). Share a tip they can use now. Builds authority.
"Is there anything I can do today?" -- gentle ask, easy CTA, no pressure.
"Still keeping an eye on that area for you --- want me to flag anything new that fits your vibe?"
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.
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