Episode 143: Year End Client Connections - Covid Edition

In Episode 143 of the Wandering But Not Lost Podcast, co-hosts, Jan O’Brien & Matt Emerson continue their month-long series on gratitude.  Today, we review the fundamentals around connecting with your clients during the holidays - COVID edition.  There is never a better time to reach out and reconnect.  Get some tips and hacks to make it an easy and fun way to prospect.





Between now and the end of the year, we are recommending and challenging you to make at least one connection with the people in your database (your sphere of influence, friends, family, past clients).  In this episode, we discuss several ideas for connections.

  1. Gratitude call, text, or mailer

  2. Pop-by with a gift (Pie before Thanksgiving, Champagne before New Year’s Day)
    COVID-19 Kit (Face masks, sanitizer, wipes)

  3. Introduce your Client Appreciation Program if you haven’t done so already

  4. Happy Holiday or New Year card, text, or call / send a small gift

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  5. Closing Statement (send a copy of the closing statement to everyone who closed on a property with you this past year)


Closing Statement Client Connection

Follow these easy steps to make this a seamless and annual follow-up to all of the clients who closed a transaction with you in the previous year.

  1. Download the Closing Statement make and any revisions to suit your style and add customization such as your letterhead, signature block with key contact information, and calls to action.
  2. As part of your post-closing action plan, make a copy of the Closing Settlement Statement.
  3. Bonus step – print out the letter with your client’s information and file with the closing statement, address the envelope, and keep it somewhere safe.
  4. During the first week of January (or even the last week of December), pull out the file folder with all of your pre-addressed and stamped envelopes and mail them the first week of January.
  5. Make a follow-up phone call 5-7 days after mailing to ensure your client received the mailer.  As always, don’t forget to ask for a referral!

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More Resources:

Post-COVID-19 Ideas for Events:

What are you grateful for in 2020?

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