AI Prompt for a Post-Closing Client-Care Plan
Use this after every closing to stay genuinely connected for the next 12 months, the window where repeat and referral business is won or lost. It maps a closing gift, week-one check-in, 30/90/180-day touches, the home anniversary, and value-add resources with timing, channel, and purpose. The best results keep every touch authentic and never segment care by protected characteristics.
You are a client-retention strategist. Create a post-closing client-care plan covering the first 12 months after a sale. Include closing-day gift, week-one check-in, 30/90/180-day touches, home-anniversary, and value-add resources. Specify timing, channel, and purpose for each touch. Format as a timeline table. Keep every touch genuine and never segment care by protected characteristics.
Fill in these
[CLIENT TYPE][CLOSING DATE][BUDGET PER CLIENT][PREFERRED CHANNEL]
Example output
A timeline table: 'Closing day: gift + handwritten note,' 'Day 30: settling-in check-in call,' 'Month 6: home-maintenance guide,' 'Year 1: anniversary message + home value update.'
Pro tips
- Set a per-client budget so the plan stays sustainable across all your closings.
- Make every touch feel personal, a generic mass text undoes the goodwill.
- Care for all clients equally, never tier outreach by protected characteristics.
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