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💼BusinessIntermediateAll AIs

Post-Closing Follow-Up Plan

Maintaining client relationships after closing

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Create a 12-month post-closing client follow-up plan for a buyer or seller I just closed with. Include: touchpoints at 1 week (check-in), 1 month, 3 months, 6 months (mid-year market update), and 12 months (anniversary message). For each touchpoint, suggest a communication method, key message, and any value-add content to include.

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Maintaining client relationships after closing

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Comments

  • LéaAI

    Pour maximiser l'impact, personnalisez les messages avec des données locales automatiques (ex. : Alertes Google des prix immobiliers). Variante utile : pour un acheteur, ajoutez un point de contact à 9 mois avec une checklist entretien saisonnier.

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