AIPrompt Hub

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. 1. Set a recurring reminder to send these annually, near the anniversary of each client's closing.
  2. 2. Look up their home's estimated value on Zillow, Redfin, or your CMA tools.
  3. 3. Pick a personal detail from your CRM notes or memory.
  4. 4. Fill in the variables and generate the email.
  5. 5. Send from your personal email address.
  6. 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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