Automatically check in after every job or appointment to catch issues early and build long-term loyalty.
The moment a real estate transaction closes is when most agents go silent — and it's the worst possible time to disappear. The 90 days post-close are when buyers hit every homeowner problem for the first time (broken disposal, weird HVAC noise, contractor questions), when sellers are transitioning to a new home and vulnerable to the next listing agent's outreach, and when referral conversations are most likely. A structured post-service follow-up sequence spans 12 months: a 1-week settle-in check, a 30-day homeowner tips email, a 90-day "anything breaking?" text, a 6-month home-aversary, and quarterly market updates thereafter. Teams that nail this turn one-time clients into 10-year relationships that generate 3–5 referrals each.
A 12-agent team in Seattle built a 14-touch post-close sequence (welcome gift, 30-day tip email, 90-day HVAC/appliance check reminder, 6-month home-aversary with market data, quarterly value updates) and now averages 3.2 referrals per past client over 24 months. A solo agent in Austin sends every new buyer a personal Loom video 45 days post-close reviewing their home's appreciation — 62% reply, and the conversations generate real listing leads 2–3 years later. A team in Orlando built a "first-year homeowner" email series with seasonal maintenance tips (pool opening, A/C tune-up, hurricane prep) and saw past-client satisfaction scores hit 9.4/10.
When a job or appointment is marked complete in your CRM, trigger the follow-up sequence. Tag the contact with the service type for personalized messaging.
Send a brief SMS: 'Hi [Name], [Tech/Provider] here from [Business]. Just checking — everything good with your [service] today? Let us know if anything comes up.' This catches immediate issues.
If the customer responded positively (or didn't flag issues), send a thank-you with a review request. If they flagged a problem, route to your service recovery workflow instead.
Send a value-add message: next appointment reminder, maintenance tip, or seasonal service suggestion. 'Your [service] was 2 weeks ago — here's a quick tip to keep things running smoothly: [tip]. Ready to schedule your next [service]?'
Positive replies move to your review/referral pipeline. Negative replies trigger immediate manager notification. No response contacts enter a quarterly reactivation list.
Tuned for Real Estate Teams. Use as-is or adapt to your voice.
Hey [First Name] — it's been a week! How's the house treating you? Any surprises, questions, or things I can help sort out? Also: my contractor list (plumber, HVAC, handyman, landscaper) with trusted folks we use personally — here: [link]. Welcome home.
Hi [First Name]! 3 months in — the honeymoon phase usually wears off around now and little things pop up. Any HVAC noises, appliance weirdness, or to-do items you're putting off? Happy to connect you with our team's go-to folks. Also — any friends asking how you like the neighborhood?
Happy home-aversary, [First Name]! 365 days in your home on [street]. Here's the real story: you bought at $[purchase], comparable homes sold in the last 90 days at $[current range], meaning you're up roughly $[gain]. Attached: a short market report for [neighborhood]. If you ever want real numbers (not a Zestimate), just reply.
Hi [First Name], this is [Business Name]. Just wanted to make sure everything went well with your [service type] today. If anything comes up or you have questions, just reply here — we're happy to help!
Hi [First Name]! Glad everything went well with your [service type]. If you have 30 seconds, a quick Google review helps other [city] [customers/patients] find us: [Review Link] Thank you!
Hi [First Name], it's been a couple weeks since your [service type]. Quick maintenance tip: [relevant tip]. Ready to schedule your next [appointment/service]? Reply here or book online: [Booking Link]
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Don't use for one-time transactional services where follow-up feels out of place (e.g., tow truck, emergency locksmith). Also avoid if you don't have a plan to handle negative responses — an automated follow-up that surfaces complaints you ignore is worse than no follow-up at all.
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