The Ultimate Summer Client Touch Plan (That Doesn’t Feel Like Work)
Summer is the perfect season to strengthen client relationships with thoughtful gestures that keep you top-of-mind. From personalized cards to engaging community events and creative pop-by gifts, these strategies can enhance your referral and repeat business.
Why Personal Touches Matter
Personalized outreach significantly impacts client loyalty and referrals:
According to Hallmark Business Connections, 75% of recipients feel more connected to businesses that send personalized cards, such as birthday greetings or home anniversary notes. These small gestures make a lasting impression and help keep your name top of mind.
81% of sellers say they would use their agent again, but only 12% actually do, often due to a lack of ongoing communication.
That’s a massive opportunity gap.
Consistent, thoughtful follow-ups like seasonal check-ins, personalized pop-by gifts, and celebrating client milestones can bridge that gap. Not only do they foster stronger relationships, but they also significantly increase the likelihood of repeat business and referrals.
Simple Yet Impactful Touchpoints
1. Home Anniversary Cards
Celebrate clients' home purchase anniversaries with a heartfelt note.
2. Birthday Greetings
Send personalized birthday cards through the mail. This touch demonstrates forethought and attention to detail.
3. Seasonal Check-Ins
Reach out with seasonal home maintenance tips or local event recommendations.
This positions you as a helpful resource beyond the transaction.
Engage Through Community Events
Participating in or hosting local events can enhance your visibility and client engagement. Talk to your Title rep – they often have lists of local events already prepared – ready for you to brand and deliver to your farm!
1. Neighborhood Concerts or Movies in the Park
Set up a booth offering free refreshments or branded giveaways.
Use this opportunity to mingle and connect with community members
2. Community Clean-Up Days
Organize or participate in local clean-up efforts.
Invite clients and/or neighbors to join, fostering a sense of community and shared purpose.
Creative Summer Pop-By Gift Ideas
Delivering small, thoughtful gifts throughout the year can leave a lasting impression. It doesn’t need to be expensive at all – it’s truly the thought that counts.
1. "Squeeze the Day" Lemonade Kits
Include lemonade mix, a reusable cup, and a note: "Squeeze the day! I'm here for your real estate needs."
2. Sunscreen Packs
Attach a tag: "Don't get burned in the market; I'm here to help!"
3. Mini S'mores Kits
With a message: "Wishing you s'more happy moments in your home!"
4. Flower Seed Packets
Note: "Planting seeds of friendship and referrals!"
5. Ice Cream Scoop with Coupon
Message: "Here's the scoop… I'm never too busy for your referrals!"
These gestures are cost-effective and demonstrate genuine appreciation, encouraging clients to think of you for future real estate needs.
Grab your FREE
Summer Pop-By Tag
Canva template here
Implementing Your Summer Touch Plan
Plan Ahead: Schedule your touchpoints throughout the summer to ensure consistent engagement.
Personalize: Tailor your messages and gifts to individual client preferences when possible.
Leverage Social Media: Share your community involvement and client appreciation efforts online to reach a broader audience.
Follow Up: After each touchpoint, consider a follow-up call or message to reinforce the connection.
By integrating these strategies into your summer routine, you can strengthen client relationships, enhance your reputation, and lay the groundwork for increased referrals and repeat business.
Need help with your business strategy? Let’s chat! We offer personalized coaching and resources to help you stay organized and ahead of the game.