Timeline Established: 1+ Year Out | Follow Up Drip Campaign

*Share this campaign with a Realtor friend!

Timeline Established: 1+ Year Out

This drip is designed for leads that are a year or so out from buying a house. Remember, clients usually buy within half the time that they tell you to reach out so it’s important to stay in touch consistently. This is a 45 day touch that’s composed of mostly “checking in” messages. Half automated, half personal touches.

It is also recommend to put the lead on a holiday drip, monthly market newsletter (with their permission), and ask them if they’d like you to leave them on property alerts. 

This drip campaign is also designed to work with Timeline Established: Reengagement Campaign which is used to reengage the lead on the date that they told you to follow up with them on. So make sure you have that campaign ready to go as well.

NAME = Clients First Name 

YOURNAME = Is YOUR first name         

YOURPHONENUMBER = Is your cell or office phone number 

 

Immediately: Task Reminder

Add lead to holiday drip

 

Immediately: Task Reminder

Create task reminder for the date that they want you to follow up with them. Include the following message inside of the task reminder: “Put lead on ‘Timeline Established: Reengagement Campaign’ and remove lead from this campaign.”

 

Day 1: Text #1 @8:30am 

Good morning NAME I forgot to ask, would you like me to subscribe you to my monthly housing market update newsletter (that’s a mouthful…)? Great way to keep a pulse on the local housing market. If not no worries! I just wanted to ask. 🙂 -YOURNAME The Realtor

 

Day 45 Email #1 @ 7am

Subject: Your Passive Home Search Check in

Good morning NAME,

I hope all is well!

I know you’re still a year or so out before we start up your home search again. But I wanted to quickly touch bases and see if you needed anything?

I apologize for following up so soon! My goal this year is to focus on providing the highest level of customer service and I wanted to make sure I’m not forgetting anything. 🙂

I know we’re a ways out but if you need anything feel free to save my info and reach out when you need me!

Your friendly Realtor

 

Day 45: Text #2 @8:30am 

Morning NAME, YOURNAME the Realtor here. I know you’re still nearly a year out before you start up your home search again. I just wanted to quickly touch bases and check in to see if you needed anything? Anything I can do for you?

 

Day 90: Task Reminder

If appropriate, do a personal touch of your choice. i.e video message, personal phone call, Slydial, or letter.

 

Day 135: Text #3 @4pm

Afternoon NAME, I hope you had a great day! I wanted to circle back and make sure I’m not dropping the ball. I know the home search is still on hold for bit… But I wanted to see if there was anything I could do for you. YOURNAME the Realtor

 

Day 135: Email #2 @4pm

Subject Line: Quarterly Home Search Check In

Hi NAME

I hope all is well!

I know the home search is still on hold for a bit. However I wanted to circle back and make sure you didn’t need anything.

Everything good? Anything I can do for you?

Sincerely,

 

Day 180: Task Reminder

If appropriate, do a personal touch of your choice. i.e video message, personal phone call, Slydial, or letter.

 

Day 220: Text #4 @10am

How’s it going NAME? YOURNAME the Realtor here. Just wanted to quickly check in and see if you needed anything?

 

Day 220: Email #3 @10am

Subject Line: Quarterly Home Search Check In

Hi NAME,

Just doing my quarterly home search check in.

Anything I can do for you?

We’re getting closer to starting up your search again so if you need something let me know!

Sincerely,

 

Day 270: Task Reminder

If appropriate, do a personal touch of your choice. i.e video message, personal phone call, Slydial, or letter.

 

Day 315: Text #5 @9am

Good morning NAME, I wanted to do my usual check in as we get closer to starting up your home search. Anything I can do for you in the meantime? YOURNAME The Realtor 

 

Day 315: Email #4 @9am 

Subject Line: New Home? 

Morning NAME,

We’re getting closer to starting up your home search again and I wanted to do my usual check in 🙂

Anything I can do for you in the meantime?

Have a great day!

YOURNAME the Realtor 

 

Day 360: Task Reminder

If appropriate, do a personal touch of your choice. i.e video message, personal phone call, Slydial, or letter. You should also be getting close to adding them to the campaign “Timeline Established: Reengagement Campaign”

 

Day 405: Text #6 @8:30am

Hi NAME, YOURNAME the Realtor here! Wanted to see if you’re ready to start up your home search or are we still a ways off?

 

Day 405: Email #5 @8:30am

Subject Line: Quarterly Home Search Check In

Hi NAME,

YOURNAME the Realtor here just doing my usual check in.

Wanted to see if you’re ready to start your home search back up again? Or should we put things on hold for a little longer?

If you’d like I can send you a fresh list of homes…

Have a great day!

 

Day 450: Task Reminder

If appropriate, do a personal touch of your choice. i.e video message, personal phone call, Slydial, or letter. You should also be getting close to adding them to the campaign “Timeline Established: Reengagement Campaign”

 

Day 500: Task Reminder

Mistakes were made! Drip campaign should not have gotten to this point. Figure out next step. Put lead on “No back up plan

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