Post Class Follow-Up

Day After Class (If They Attended)

We recommend a text message and/or email.

"Hey [NAME], thanks again for coming to class last night! It was great to meet you and [INSERT PERSONAL COMMENT]. Would love to grab a coffee with you to hear more about your personal goals and give any additional one-on-one advice I can offer. When are you available in the next couple weeks? My [DAY/TIME OF WEEK] are usually pretty open. Feel free to save my contact as well!" [ATTACH CONTACT CARD]

Day After Class (If They Were a No-Show)

We recommend a text message and/or email.

"Hey [NAME], I’m sorry you couldn’t attend last night. I always offer to people that couldn’t attend a phone call or coffee meet-up to go over the highlights of class. I'd love to get to know you and hear more about your situation and how I could be of help to you. What’s your availability like in the next couple weeks?

You can also sign up for a future class if that’s easier at [INSERT LINK]. Feel free to save my contact as well. Talk soon!" [ATTACH CONTACT CARD]

One Month After

If they haven't already converted to a client, we recommend a text message and/or email.

"Hi [NAME], I hope all is well! I can’t believe it’s already been a month since class. I wanted to check in and see if you have any follow-up home buying or real estate questions? If you can let me know where you’re at in the process I’d love to provide value and be a concierge along the way, even if you’re not quite ready to buy.

Feel free to reach out whenever you’re ready to make a plan and get rolling. Talk soon!"

Three Months After

If they haven't already converted to a client, we recommend a text message and/or email.

"Hi again! I wanted to check in and see if you’ve had a chance to contact LENDER and start the pre-approval process? This is a quick and free first step to get you moving toward homeownership! As always, I’m here to answer your questions and help whenever you’re ready."

Six & Twelve Months After

If they haven't already converted to a client, we recommend a text message and/or email.

"Hi [NAME], Have you heard about [INSERT RESOURCE, BUDGETING APP, NEWS, MARKET UPDATE, RESTAURANT OPENING, NEW DEVELOPMENT]? I know we talked a little about this in class and I wanted to share with you! As always, I’m here for any of your real estate questions or needs."