Why this matters
Useful quarterly check-in ideas for real estate agents who want to stay top of mind with past clients.
What to send
- A short personal note.
- One relevant market observation.
- A question about the home or neighborhood.
- An offer to send a property report if helpful.
What to avoid
- Generic market spam.
- Asking for referrals every time.
- Long messages that do not match the relationship.
How Xealty helps
Xealty keeps quarterly check-ins simple: set the cadence, see the opportunity when it is due, and choose the action that fits.
Explore Xealty
These links connect the guide to the product areas that support the workflow.
Frequently Asked Questions
How often should realtors contact past clients?
A useful cadence is based on real reasons to reach out: birthdays, home anniversaries, quarterly check-ins, market moments, and referral follow-ups.
How can agents avoid sounding automated?
Keep messages short, specific, and tied to the relationship. A simple personal note usually works better than a long generic campaign.