Wandering But Not Lost Podcast | Business Tips & Techniques for Life Balance

The Fall Client Connection Plan: Stay Top of Mind Without Being Salesy

·24 min·2 clips

Fall is perfect for client reconnection, but how do you stay top of mind without sending another salesy email?

The episode begins by framing fall as an ideal time to reconnect with past clients and sphere of influence, avoiding generic outreach. Co-hosts Jan O'Brien and Matt Emerson introduce a four-step process for authentic connection. Step one is segmenting your database into groups like past clients and referral partners for personalized messages. Step two involves delivering seasonal value, such as a fall home maintenance checklist or hosting a client appreciation event at a pumpkin patch or coffee shop. They emphasize that events should focus on connection, not conversion. Step three is adding a personal touch through handwritten notes, video texts, or phone calls, noting that clients don't expect constant contact. Step four reiterates the goal of gratitude-driven outreach, not sales pitches. Throughout, they highlight using AI tools like ChatGPT for efficiency and Canva for design, while cautioning against over-investing time in marketing. They share real-world examples, including an agent who delivers pies and gets referrals, and another who coordinates pie pickups at a new home site. The episode concludes by promoting a free Fall Client Connection Toolkit download and a consultation offer for brokers and team leaders.

As heard by us

A practical fall plan for keeping client relationships warm before the holidays.

Jen O'Brien and Matt Emerson position fall as a smart stretch for real estate agents to reconnect before holiday outreach starts to feel last-minute.

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Why you'd press play

You want a fall client plan that feels useful instead of like another pumpkin spice mailer.

Read the full recommendation in PlayNext →

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