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Post-Closing

Client-for-Life Plan

A 36-touch plan that turns one closing into a lifetime of repeat and referral business.

The 36-Touch Annual Plan

  • 12 monthly market emails or videos.
  • 8 personal phone calls.
  • 4 handwritten notes (closing anniversary, birthday, holidays).
  • 4 pop-bys (small seasonal gifts).
  • 8 social interactions.

Why This Works

The average homeowner moves every 7–10 years and refers 2–3 people in between. Be the agent they remember when their friend asks 'who do you know?'

Action Items

  1. Add every closed client to your 36-touch action plan.
  2. Schedule the next 12 months of emails.