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The Best Way to Stay In Touch With Past Clients

woman-on-laptop-on-couchNO MÁS MAGAZINES, CANDLES & CHIP-CLIPS!

One of our agent-partners recently mentioned she was going to pay for expensive magazine subscriptions to send to all of her past clients so she would remain top of mind after their transactions closed.

And I screamed: “NOOOOOOOOO, DON’T DO IT!!!”

OK – I didn’t scream, but I did gently remind her that the era of analog client touches is over, both b/c it is too expensive and less effective now more than ever.

I get magazines and postcards every week that go straight to the recycle bin, and I am sure it is the same for most of her clients.

Similarly, I have closets full of branded cutting boards, cheese slicers, chip-clips, candles, and you-name-it else.

And – a lot of that stuff is JVM branded too, b/c we used to send that stuff as well.

We stopped sending that stuff b/c we found something that past clients like far better – useful information they love and actually use!


We subscribe to an automated data service that is customized for every homeowner.

Our clients receive an update every month with all kinds of information, including:

• Their current home value
• Equity in their home
• Amortization schedules
• Current interest rates
• Refinancing opportunities
• Options for using equity to invest in another home

And every month we get wonderful feedback and inquiries from past clients who used to all but reside in a blackhole in our database.

Our past clients love the info, and we love that they reach out to us with mortgage and real estate questions triggered by the info they receive.

Lastly, and perhaps most importantly for our many readers: we love to co-market this service with our agent-partners!

Let me know if you’d like to learn more.

Jay Voorhees at (925) 855-4491
Real Estate Broker, CA Bureau of Real Estate, BRE# 01524255, NMLS# 335646