Follow-Up · fu-02
12-month post-close client care calendar
Beginner · About 1 hour saved · Reviewed November 3, 2026 · Zac Morton, MoJo Real Estate Team
Use case
Stay top of mind with past clients for a year after closing with genuinely useful touches.
Tools
Steps
- Run at closing.
- Load every touch into your CRM as a scheduled task or drip.
- Personalize the anniversary message by hand.
Prompt
Replace each [bracket] with your own details.
My client closed on [DATE] at [ADDRESS OR AREA]. Home details: [YEAR BUILT, KEY SYSTEMS AND AGES IF KNOWN]. Client notes: [INTERESTS, PREFERRED CHANNEL]. Build a 12-month care plan with 12-15 touches: day 3, week 2, day 30, then monthly, plus the 1-year home anniversary. Mix: seasonal maintenance reminders specific to [CLIMATE/REGION], property tax and homestead or assessment reminders for [COUNTY, STATE] marked [VERIFY], a review request at week 2, a local event or vendor recommendation, and a home value check at month 6 and 12. For each touch output: Date | Channel | Message (ready to send) | Why it matters. Rules: no more than 3 touches ask for anything (review, referral). The rest just give value.
Example output
Month 2 | Text | "Quick fall reminder for the new place: swap the furnace filter (yours takes a 16x25x1) and test the sump pump before the rains." | Prevents a winter repair call
Related workflows
Follow-UpBeginner
5-minute speed-to-lead response pack
A new online lead just came in. Get a text, email, and call opener tailored to what they looked at.
About 15 minutes saved
ChatGPT, Claude, Grok, CRM AI
Follow-UpBeginner
Not-ready-yet buyer nurture sequence
A buyer says 'maybe next year'. Keep them warm with a 6-touch sequence that educates rather than pushes.
About 45 minutes saved
ChatGPT, Claude, Grok
Follow-UpBeginner
Review and referral request after closing
Ask for a review and a referral at the right moment, with wording that feels personal.
About 20 minutes saved
ChatGPT, Claude