All journeys

Client Care

For a contact whose deal you closed. A thank you, a short list of records worth keeping, a gentle ask for an introduction, a check-in at three months, a note each quarter and one on every closing anniversary.

RelationshipsClient5 emails · quarterly

Who it's for

Clients you've just closed a deal with, so the relationship keeps going after the closing.

A taste of the writing

“The deadlines that cost the most are the ones nobody remembers.”
  1. Day 1Welcomes them to your network and says how you can help.Story
  2. Day 14Helps them gather the closing papers worth keeping in one place.Story
  3. Day 30A gentle ask whether a friend or colleague needs a hand with property.Story
  4. Day 90Invites them to raise early problems with the building or paperwork.Story
  5. Then every quarterA fresh note every quarter, for as long as they stay on the journey.Story
  6. First anniversaryMarks the anniversary of their deal with a personal note.Story
  7. Every year afterMarks the anniversary of their deal with a personal note.Story
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