Write a Check-In Email to a Past Client
Prompt
Write a check-in email from a real estate agent to a past client.
Agent name: {{agent_name}}
Client first name: {{client_name}}
Type of transaction: {{transaction_type}} (e.g., helped them buy, helped them sell)
Property address: {{property_address}}
Approximate closing date: {{closing_date}}
Time since closing: {{time_since_closing}} (e.g., 6 months, 1 year, 2 years)
Any known life updates: {{life_updates}} (e.g., had a baby, started a new job — leave blank if none)
Seasonal context: {{season}} (e.g., spring, holiday season, back to school)
Write a brief, genuine check-in email (100-150 words) that:
- References their specific property or transaction naturally
- Shows you remember them as a person, not just a transaction
- Includes a seasonal or timely homeownership tip if appropriate
- Gently reminds them you are available if they or anyone they know needs real estate help
- Does NOT feel like a sales pitch
The tone should feel like a note from someone who genuinely cares, not a drip campaign. Keep it short enough that they will actually read it.About This Prompt
Creates a short, genuine check-in email for past clients that feels personal, not automated. Helps you stay top of mind for referrals without being salesy.
How to Use
- 1. Pull up your past client list and identify clients by closing date.
- 2. Check your notes or CRM for any personal details you remember.
- 3. Fill in the prompt with the specific details for this client.
- 4. Generate the email and review it for tone — it should feel like you actually wrote it.
- 5. Add any personal details the AI would not know.
- 6. Send the email directly (not through a mass email tool) for a more personal feel.
- 7. Set a reminder to check in again in 6 months.
Expected Output
A 100-150 word check-in email that feels personal and keeps you top of mind without being a sales pitch.
Model-Specific Tips
Good at maintaining a genuine, understated tone. Works well for this type of personal communication.
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