ORBIT, your AI partnerThirty days after closing the check-in clients remember
A month after moving in, the boxes are mostly gone and small questions have piled up: a drafty window, a breaker that trips, a neighbour's fence. Most agents have moved on by now, which is why this check-in stands out.
The goalShow you still care, help with one or two small problems, and make yourself the first call for anything home-related.
Today
Hi [First name], it's been a month since you got the keys to [Address]! How's it feeling? Anything in the house that's been puzzling you? I know a lot of good trades in [City] and I'm happy to share. [Your name], [Brokerage]
When to send what
- Text
A friendly how's-the-house question.
- Email
A short list of things worth doing in month two.
- Call
A five-minute catch-up if the text got no reply.
- Text
Follow up on anything they raised.
01The scripts
Pick the moment. Copy the words.
Hi [First name], it's been a month since you got the keys to [Address]! How's it feeling? Anything in the house that's been puzzling you? I know a lot of good trades in [City] and I'm happy to share. [Your name], [Brokerage]
- From
- You, from your own inbox
- Subject
- One month in: a few things worth doing
- YouHi [First name], [Your name] here. I wanted to hear how the first month went.
- ClientPretty good! One thing: the basement gets a bit damp after rain.
- YouThat's common in older homes near downtown Guelph. Two of my clients liked a waterproofing company; want the name?
- ClientThat would be great.
- YouI'll text it tonight. Anything else, even small?
- ClientNo, that's it. We love the place.
- YouThat's exactly what I hoped to hear.
Hi [First name], did the [trade] I suggested work out for the [issue]? If not, I have a second name. Hope you're enjoying [season] in the new place. [Your name], [Brokerage]
Hi [First name], [Your name] calling. It's been about a month since you moved in, and I just wanted to see how things are going. No need to call back unless something's come up. Enjoy the house!
02Variations
When the moment is a little different.
Sellers who moved away
Hi [First name], one month since the sale of [Address] closed. How are you settling in at [New city]? If you ever need a realtor there, I'd be glad to introduce you to someone I trust. [Your name], [Brokerage]
Condo buyers
Hi [First name], one month in at [Building]! Have you met the property manager yet? If anything about fees or amenities is confusing, ask me; I've helped plenty of owners there. [Your name], [Brokerage]
Do
- Ask an open question about the house, not about referrals.
- Offer trusted trade contacts, one or two at a time.
- Follow up within a week on any issue they mention.
- Note what they told you on their record for later check-ins.
Avoid
- Bundling a review or referral request into this message.
- Recommending trades you haven't used or heard good things about.
- Treating a problem they raise as a complaint to defend against.
With Tanero
Or say it once. ORBIT sends it.
A scheduled job can look every Monday for clients whose deal closed about a month ago and have ORBIT prepare the check-in text for your Tanero number and the month-two email for your Gmail or Outlook. If a client mentions a leaky tap, ORBIT notes it on their record and creates a task for you to send a name. ORBIT can also call the clients who didn't reply, in 100+ languages, and answers when they ring you back with a question about the house. You stay in control: Approval mode is the default, so each send and call waits for your OK.
Every Monday at 9, find clients whose deal closed 30 days ago and draft a one-month check-in text for each.
ORBIT is working on it
Questions
Before you send it.
Why check in 30 days after closing?
By then the move is over and real questions about the house show up. A call or text at that moment shows you meant it when you said call me anytime, and it's when clients most need a good trades list.
What should a thirty days after closing message say?
Mark the one-month point, ask an open question about how it's going, and offer something useful such as a trusted trade. Leave referrals and reviews for another time.
What if the client has a problem with the house?
Listen, thank them for telling you and help them find the right person to fix it. Even when it isn't yours to solve, being useful here earns more loyalty than closing day did.
Is this different from a home anniversary message?
Yes. The one-month check-in is practical and about settling in. The anniversary note a year later is a celebration and a light reason to stay in touch.
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.