After-Sale Checklist

Closing Day

• Send a thoughtful thank-you gift with a handwritten card.
• Request permission to post a celebratory photo on social media.
• Ask for a Google review by sending a direct link.
• Utilize a referral receptor script.

Week 1

Friendly Check-In (Text or Call)

"Hey [Name], checking in, how was the move? Need any local recommendations or help with anything?"

Post a Closing Celebration on Social Media (with client permission)

• Facebook: Share a photo with the client's story.
• Instagram: Post a celebratory photo with a tag.
• LinkedIn: Share a professional success story.
• TikTok/YouTube Shorts: Create a short celebration video (if appropriate).

Additional Week 1 Tasks

• Friend/Follow the client on all social media platforms (Facebook, Instagram, LinkedIn, Twitter/X, TikTok).
• Request a video testimonial (if appropriate).

Week 2: Moving Day Check-In

Moving Day Check-in (Text or Call)

Check in on how the moving process is going.

• Provide a curated list of trusted local service providers (plumbers, electricians, landscapers, painters, etc.) if not already done.

Week 4 / One Month After Possession

"Settling In" Follow-up (Call or Email)

Answer any questions about the home.

Add Value + Referral

"Hope you're getting settled! I wanted to send over a list of local coffee spots, restaurants, and hidden gems. I know everything is still so new, and your friends or family may want to share the same 'new home feeling'...."

• Request a Google review if not yet received.

Monthly Touchpoints

• Send a high-value newsletter with a heartfelt message, community events, homeowner tips, and an item of value.
• Engage with the client's social media posts authentically (likes, comments).
• Post valuable content on your own social media channels (market updates, success stories, tips).
• Send a monthly 1-paragraph email.
• Send a weekly "Deal of the Week" email.

Quarterly Touchpoints