Past client check-in scripts that don't feel like a pitch

You helped them buy or sell two, five or ten years ago, and life has kept moving. A light, personal check-in a few times a year keeps you the realtor they think of when a friend asks.

The goalStay genuinely in touch with past clients so you're the first call when they, or someone they know, plan a move.

Today

Hi [First name], [Your name] here. I drove past [Street] today and the [garden or new porch] looks great. Hope you're all well. How's [kid or pet name] liking the yard? [Your name], [Brokerage]

When to send what

  1. Text

    A personal note tied to something you know about them.

  2. Call

    A five-minute catch-up with no agenda.

  3. Email

    What their home might be worth now.

  4. Text

    Congratulate a new baby, a new job or a retirement.

01The scripts

Pick the moment. Copy the words.

Client

Hi [First name], [Your name] here. I drove past [Street] today and the [garden or new porch] looks great. Hope you're all well. How's [kid or pet name] liking the yard? [Your name], [Brokerage]

193 characters

02Variations

When the moment is a little different.

  • Client who moved away

    Hi [First name], I was in [Old neighbourhood] today and thought of you. How's life in [New city]? [Your name], [Brokerage]

  • Investor past client

    Hi [First name], rents for [Beds]-bedroom units near [Area] have moved since you bought. Want a quick look at where yours stands? [Your name], [Brokerage]

  • After a long gap

    Hi [First name], it's been far too long since I checked in, and that's on me. How are you and the family? [Your name], [Brokerage]

Do

  • Mention one personal detail you saved on their record.
  • Keep most check-ins free of any ask.
  • Spread touches across the year so none feel routine.
  • Write down anything they share for next time.

Avoid

  • Copy-paste messages that could go to anyone.
  • Opening every check-in with a market pitch.
  • Getting in touch only when you need business.

With Tanero

Or say it once. ORBIT sends it.

ORBIT reads each past client's record before it writes, so a check-in can mention the twins or the new porch you noted last spring. A scheduled job can pick three past clients each week and prepare a personal text from your Tanero number or an email from your Gmail or Outlook. If a voice suits someone better, ORBIT places a friendly call in 100+ languages and posts the summary on their record, and it answers when they call you back. On Pro and Ultra, an AI Employee can own past-client care with its own routine. Under the default Approval mode, each message waits for your OK.

Every Tuesday, pick three Markham past clients I haven't contacted in four months and draft a personal check-in for each, using their notes.

ORBIT is working on it

Questions

Before you send it.

How often should I check in with past clients?

Three to four times a year works for most realtors: a couple of personal notes, one call and one useful update. More than that and it starts to feel like marketing.

What do I say in a past client check in?

Something personal and specific, like a question about the kids, the garden or the job. The goal is a real conversation; business follows on its own.

Should I send past clients a newsletter?

A short, local one is fine as an extra, but it never replaces a personal message. People forward a note from you; they rarely forward a newsletter.

How do I keep track of personal details?

Write them on the client's record right after each conversation: names of kids and pets, renovation plans, job changes. Your next check-in then almost writes itself.

Related

Words are the easy part. Sending them on time is the job.

ORBIT sends the right message at the right moment, from your number and your inbox.

Watch the demo [email protected]