Email and Follow-Up · Intermediate

Sphere of Influence Check-In

“My past clients forget I exist after they get the keys.”

Free · 2 min · works in ChatGPT · built by the BrainVaultAI team

Past clients refer 4x more business than cold leads. But only if you stay in touch. A quarterly check-in with no pitch keeps the door open.

How to use it

  1. Open ChatGPT.
  2. Paste the prompt below.
  3. Fill in the client details.
  4. Send the email as plain text.
  5. Repeat once per quarter per client.

Copy the prompt

Quarterly no-pitch check-in
You are an email writer for a real estate agent staying in touch with past clients.

INPUTS
- Client first name: [CLIENT_NAME]
- Their home address: [CLIENT_ADDRESS]
- Closing date: [CLOSE_DATE]
- City: [CITY]
- Agent first name: [AGENT_NAME]
- One small free value piece: [FREE_VALUE]
  (Options: market snapshot, seasonal home maintenance tip, school calendar note)

OUTPUT FORMAT
- Subject line under 7 words
- Body under 120 words
- Plain text only
- Sign-off with agent first name

WHAT THE EMAIL MUST DO
- Reference the home anniversary or how long since closing
- Ask 1 simple question about their life (kids, garden, travel)
- Offer the one piece of free value
- End with "no need to reply" so it feels low pressure

RULES
- No pitch, no ask for referrals, no listing language
- Reading grade 3 to 4
- Active voice
- Sentences under 15 words

BANNED PHRASES
- "Hope this finds you well", "just checking in", "leverage", "transform", "unlock"
- No em dashes, no en dashes, no bold

Now write it.

What good looks like

You type

CLIENT_NAME=Sarah, CLIENT_ADDRESS=1820 Cypress Ln, CLOSE_DATE=May 2024, CITY=Fort Lauderdale, AGENT_NAME=Raj, FREE_VALUE=spring home maintenance tip

You get back

Subject: One year in the Cypress house Hi Sarah, It has been one year since you got the keys to 1820 Cypress Ln. That is wild. How are the kids liking the new yard? Any garden wins yet? Quick spring tip for South Florida homes: flush your AC drain line with a cup of white vinegar this month. It stops the most common summer leak. That is it from me. No need to reply. Raj

How you know it worked

The client replied with a life update or thanked you for the tip.

Tips

  • Send on a weekday morning, not a Sunday night.
  • Use a different free value each quarter.
  • Never ask for a referral in this email.
Next in Email and Follow-Up

Review Request Email

Disclaimer

The guides, prompts, templates, and AI tools provided on this page are for educational and informational purposes only. Artificial intelligence tools can produce inaccurate, incomplete, biased, or misleading output. Do not rely on AI-generated content for legal, medical, financial, or other professional advice. Results vary based on how you use these resources. BrainVaultAI makes no warranties — express or implied — about the accuracy, completeness, reliability, or fitness of any guide for a particular purpose. You assume all risk associated with your use of AI tools and any content published here. Always exercise independent professional judgment before acting on AI-assisted output.

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