If you want more repeat clients and referrals, you need to upgrade your real estate client loyalty. Any agent knows that it’s easy to lose touch with your past clients. But staying top-of-mind isn’t just about being remembered. It’s how repeat business and referrals happen.
The good news? For busy real estate agents, you don’t need to add more to your plate. With a few smart automations in your tool belt, you can keep prospective and past client relationships warm and build long-term loyalty all year long.
Set Up a Summer-Themed Email Drip
Create a short series of automated emails that add value and feel personal. Include:
☀️ Summer home maintenance tips
🏖️ Local event roundups
📈 Mid-year market updates
🎉 Client appreciation invites
Use friendly, conversational language and segment based on past interactions (buyers, sellers, etc.) for higher engagement.
Automate Special Touches That Feel Personal
It’s the small gestures that make a big difference. Use your CRM or marketing tool to schedule:
- Birthday messages
- Home purchase anniversaries
- “Thinking of you” texts or cards
- Quarterly check-ins
Tools like Follow Up Boss, Mailchimp, or Ollin One make it easy to automate these so they still feel one-on-one.
Add a “Stay Connected” CTA to Every Post
Your social media and email content should always invite action. Include links that encourage past clients to:
🔁 Schedule a check-in
💬 Share a referral
📝 Leave a Google review
📧 Subscribe to market updates
With tools like Ollin One, you can easily build CTAs into your automated content so you’re never out of sight—or out of mind.
Loyalty Starts With a Reminder
The best relationships are built over time—but only if you stay in touch. Automated follow-ups help you maintain that connection through summer and beyond, without adding extra work to your week.
Want help building these automations into your workflow? Ollin One gives you the tools, templates, and support to nurture client loyalty on autopilot.
