What “Follow-Up & Refer-Back” is (and isn’t)

This isn’t a generic drip campaign or a stack of canned emails. It’s a simple, human system that helps you know who to reach out to, when, and what to say—using specific tools and resources as refer-back points.

We’ll focus on the moments that matter most: after an initial consult, after an open house, after someone says “not yet,” and after a client closes but still needs guidance.

Relationship-first No spammy “check-ins” Built around your voice

What’s inside and how we’ll put it to work

The goal is to walk away with a simple follow-up map, a few key templates, and clear “refer-back” anchors you can use again and again.

What we’ll build

3–5 main follow-up paths (new leads, nurture, hot-but-paused, sphere, past clients).
Touchpoint timelines (day 1, day 3, week 2, month 1, etc.).
Message templates that point back to something concrete—guides, checklists, videos, or toolkits.
A simple way to track where someone is so you’re not guessing what to do next.

How we’ll put it to work

Look at your current follow-up: what’s working and what feels random.
Choose a few “refer-back” anchors you like using (tools, guides, videos).
Map your language so touchpoints sound like you—not like a generic template.
Decide where my team plugs in on the lending side so your clients get consistent, confidence-building follow-up.

Follow-up that gives people a reason to respond

A good follow-up does more than “check in.” It reminds people who you are, what you talked about, and gives them a clear next step if they’re ready—or a helpful resource if they’re not.

Post-consult follow-up: recap what you heard, offer next steps, and link back to a guide or checklist.
“Not yet” leads: light touchpoints that reference their timeline and point back to a relevant resource (market update, payment scenario, etc.).
Open house & event visitors: refer back to the home they saw, the area, and a simple tool they can use as they keep looking.
Past clients: periodic follow-up that references their story and offers something specific (equity, refi, move-up, or connect-a-friend).

Is this Follow-Up & Refer-Back session a fit for you?

This is for agents who are busy, have plenty of people in their orbit, and know the missing piece is a clearer, more consistent follow-up rhythm.

Great fit if...

You have a big database but feel like you’re under-touching it.
You’ve got leads that like you but keep kicking the can down the road.
You’re tired of sending “just checking in” messages that don’t feel like you.
You want follow-up to feel natural, not like a separate full-time job.

Common use cases

New lead intake follow-up (online leads, referrals, sign calls).
Longer-term nurture for buyers waiting on rates, inventory, or life events.
Past client and sphere follow-up built around value and relationship.
Co-branded follow-up with your lender that makes you both look organized and proactive.

Common questions about Follow-Up & Refer-Back

Do I need a fancy CRM for this to work?

No. A good CRM helps, but the core is your follow-up paths, timing, and messaging. We’ll build that first so you can plug it into whatever system you’re using now—and improve it over time.

What do you mean by “refer-back”?

Instead of saying “just checking in,” you refer back to something specific: a previous conversation, a guide you sent, a payment scenario we ran, or an update that matters to them. It reminds them why they raised their hand in the first place.

Will this add a ton of extra work to my week?

The point is the opposite—to give you a simple rhythm so you spend less time wondering “who should I call?” and more time actually connecting. We’ll keep it realistic for your schedule and capacity.

How do you plug in as a lender?

We can build follow-up that makes it easy to loop me in for payment scenarios, pre-approvals, and check-ins as their plans evolve, so your clients feel supported on both the real estate and mortgage side.

Is there any cost for the session?

There’s no cost for the Follow-Up & Refer-Back session when we’re working together. If you ever want a deeper training for your team or office, we can talk about what that might look like.

Ready to tighten up your follow-up and refer-back?

We’ll map your key paths, build a few simple templates, and plug in the right “refer-back” anchors so your follow-up feels clear, confident, and sustainable.

See more ways we support agents

All loans subject to approval. Equal Housing Lender.