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SOI/Past Client Touch
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How to Execute
Video Walkthrough
Introduction
This one’s built for your SOI and past clients.
It’s a simple check-in without any agenda.
You lead with “I know you’re not in the market” which instantly lowers their guard. Then you layer in “I thought of you,” which, as Vanessa Van Edwards teaches, boosts likeability and connection.
From there, pick one of the hooks based on what’s happening near them:
• …just got listed and I thought of you. What do you think of the list price?
• …just had a price reduction and I thought of you. What do you think of the new price?
• …just sold and I thought of you. Did you see the final sale price?
It’s casual, relevant, and easy to respond to, which is exactly what keeps the conversation (and relationship) going.
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Examples
How to Execute
SOI/Past Client Touch
Introduction
This one’s built for your SOI and past clients.
It’s a simple check-in without any agenda.
You lead with “I know you’re not in the market” which instantly lowers their guard. Then you layer in “I thought of you,” which, as Vanessa Van Edwards teaches, boosts likeability and connection.
From there, pick one of the hooks based on what’s happening near them:
• …just got listed and I thought of you. What do you think of the list price?
• …just had a price reduction and I thought of you. What do you think of the new price?
• …just sold and I thought of you. Did you see the final sale price?
It’s casual, relevant, and easy to respond to, which is exactly what keeps the conversation (and relationship) going.
Before you get started
For best results with direct mail, you’ll want to have these core lists ready.
Before you send a text, make sure you have these three things in place:
Before you send an email, make sure these three things are in place:
Farm List
This is your core mailing audience—used for general awareness and market education. Build your list using the following filters:
- Homeowners who’ve owned for 10+ years
- 50%+ equity
- Areas with strong total commission opportunity (transaction volume × average price)
Start with 1,000 homes. Expand if it’s working. Need help pulling the list? Ask your title rep or use tools like PropStream or Breakthrough Broker.
Radius Lists
Used for campaigns like Just Listed, Just Sold, Magic Buyer, or Pre-Appointment letters.You’ll need the ability to quickly pull 100–200 nearby homes around a specific property.
Specialty Lists
Used for targeted campaigns like Expired Listings, Silver Tsunami, and FSBOs.
Pull these from platforms like RedX or similar.
An Email Tool
You need a platform that lets you send mass emails to your database. Use what you have—FUB, Follow Up Boss, Mailchimp, KVCore, Constant Contact, etc. If you’re not set up yet, get that handled first. You can’t send if you can’t hit send.
Three Simple Lists
You need three lists:
Prospects
People you haven't done business with.
SOI/Past Clients
People you have.
Entire Database
All contacts.
A Plain Text Format
These emails are written to feel personal, not promotional—so keep them clean. Paste them as-is, with a short signature (your name, number, maybe your site). That’s it.
A CRM That Can Send Texts
Most modern CRMs can do this—Follow Up Boss, Lofty, Brivity, Real Geeks, etc. Use your CRM before buying anything new. You’ll want tracking, history, and batch-sending capabilities.
If you do need a mass texting tool, here’s what we recommend. But start with manual sends if you have to.
Three Simple Lists
Texting is for follow-up. And smart follow-up starts with the right filters.
Prospects
People you haven’t done business with.
SOI/Past Clients
People you have.
Entire Database
All contacts.
Engaged Recently
Opened an email or visited your site in the last 7 days.
Not Contacted Recently
No outreach in 30 days (for prospects) or 90 days (for clients).
A Plain Text Format
These aren’t spam blasts. They’re timely, value-based follow-ups. Use their first name. Skip the signatures.
How to Execute
Copy the message content and send it via SMS or DM.
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Sending Your Message via Mass SMS or DM Tool
Send
- Log In to Your Mass Messaging Tool: Open your mass SMS or DM platform and log in to your account. (or simply use your phone)
- Select or Upload Recipients: Choose your audience (contacts/followers) or selecting recipients within the tool.
- Compose the Message: Paste the copied message content into the message field.
- Review and Send: Double-check the message for accuracy, then hit "Send" to distribute to all selected recipients.
Record the Video
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Video Walkthrough
Examples
