Write an Annual Check-In Email to Past Clients
Prompt
You are a real estate agent writing an annual check-in email to a past client. The goal is to stay top of mind, provide value, and naturally open the door to referral or repeat business conversations.
Client details:
- Name: {{client_name}}
- Transaction: {{bought_or_sold}} at {{property_address}}
- Closing date: {{closing_date}}
- Current estimated home value: {{estimated_value}}
- Value at time of purchase/sale: {{transaction_price}}
- Something personal I remember: {{personal_note}}
Write an email (150-200 words) that:
1. Opens with the personal note — reference something specific about them, not the transaction.
2. Mentions their home's current estimated value as a point of interest (not a sales pitch). Frame it as "thought you'd find this interesting."
3. Includes one useful tip relevant to homeownership (seasonal maintenance, tax deduction reminders, refinance rates — pick what's most timely for {{current_month}}).
4. Closes with an open-ended invitation to reach out for anything home-related.
Do NOT ask for referrals directly in this email. The goal is to be genuinely helpful. If the relationship is strong, referrals come naturally.
Write 2 subject line options that feel personal, not like a marketing email.About This Prompt
A once-a-year check-in email for past clients that provides home value updates and seasonal tips. Keeps you top of mind without being pushy.
How to Use
- 1. Set a recurring reminder to send these annually, near the anniversary of each client's closing.
- 2. Look up their home's estimated value on Zillow, Redfin, or your CMA tools.
- 3. Pick a personal detail from your CRM notes or memory.
- 4. Fill in the variables and generate the email.
- 5. Send from your personal email address.
- 6. Log the send date in your CRM for tracking.
Expected Output
A 150-200 word personal email with two subject line options, providing home value info and a seasonal tip without being salesy.
Model-Specific Tips
More natural-sounding personal references. Avoids the 'marketing email disguised as personal note' trap.
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