#customer retention
Sphere and Past Client Plan — Stay in Touch for Referrals
Plan a year of useful, personal touches for your sphere and past clients so they think of you when they or a friend move, without spamming anyone.
Closing and After — Closing Day Plan and the Year That Follows
Plan closing day and the months after: what clients bring, key handover, a thank-you, move-in help, and the follow-up that keeps you their agent.
Customer Newsletter — A Monthly Email People Open
Write a monthly email newsletter for your customers: a subject line, one useful main story, short updates, one clear offer or ask, and the footer email rules require.
Customer Complaint Reply — Fix the Problem and Keep the Customer
Answer a customer complaint by email or message: acknowledge it, explain what happened honestly, offer a fair fix within your policy and set out the next steps.
Customer Feedback Survey — Short Questions That Tell You What to Fix
Build a short customer survey that gets honest answers, with the questions, when and how to send it, and a simple way to turn the answers into changes.
Renewal and Expansion — Plan the Conversation Before the Contract Ends
Plan a renewal or expansion conversation: account health, the value delivered, risks to address first, the proposal, likely objections and a timeline that starts early.