Monthly Email
Market update with 3–5 charts, your favorite new listings, a personal note, and a clear CTA. Keep it under 400 words.
Quarterly Mailer
Postcard or magnet — neighborhood market snapshot. Physical mail breaks through the digital noise.
Annual Client Event
Pie pickup at Thanksgiving, summer popsicle social, or a movie night. Goal: 30–40% attendance from your sphere. Best referral generator there is.
Action Items
- Schedule next 12 monthly emails on the calendar.Optional — Put it on your list in theTask Manager
- Plan one client event for the next 90 days.Optional — Plan it with a timeline inProjects & Events