Build a 12-month nurture campaign for past clients

A free follow-up & nurturing prompt for real estate agents. Copy it, or fill in the blanks first, then paste it into ChatGPT or Claude.

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Your prompt

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Design a 12-month email and text campaign for past clients (people I've closed with). I'm [YOUR NAME] with [YOUR BROKERAGE] in [CITY, STATE].

Goals: stay in their referral consideration set, be a useful local resource beyond sales, never annoy them. Mix themes: home anniversary, market update, seasonal maintenance, local happenings, personal note, useful resource. No more than 4 texts in the year.

For each month:
- Channel (email or text)
- Theme
- Subject line (emails)
- 2-3 sentence preview

For market updates, leave [MARKET STAT FROM MY MLS] placeholders; don't invent numbers. For local content, leave [LOCAL EVENT/BUSINESS] placeholders. Only text contacts who've agreed to receive texts, with an easy opt-out. Avoid "Thinking of you" and "Hope all is well."

AI output is a draft. Read every word before a client does.

When to use it

When you want past clients to think of you for referrals without flooding their inbox.

Tip for a better answer

Paste 3 past emails that got replies so it matches your voice, and ask for the plan as a table you can load straight into your CRM.

How to push the first draft further

Templates for your next appointment

Editable seller and buyer guides with matching presentations, from our Etsy shop.

See all templates →

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