How to Stay in Touch with Clients

By the time your clients sign closing documents, you’ve made a big time, energy, and emotional investment to help them reach their goals. You’ve likely gotten to know them on a personal level, too, and may even feel like old friends. Closing doesn’t have to be the end of your relationship, however. Here are some ways to stay in contact with clients.



Social Media

Connect with clients on social media platforms like Facebook, Twitter, Instagram, and LinkedIn. Comment on their posts and pictures, and invite them to join groups in which you may share a mutual interest.



Sending cards or online greetings at holidays or for birthdays and anniversaries is a great way of reaching out to let clients know you’re thinking about them. If possible, include a personal message or note.



Be meticulous about updating records of current contact information for all your clients. If a piece of mail or a message gets returned, or if a phone call doesn’t go through, track down the new address or number as soon as possible.


Being active in your community by volunteering or just by attending or participating in events gives you the best chance to run into former clients in person. If you see clients dining out, enjoying a sporting event, or at a performance, make it a point to seek them out to speak and connect, even briefly.



When clients refer you to their friends and family, be sure to get in touch to thank them and to catch up with what’s going on in their lives. While an email or a text is nice, expressing your appreciation for their referral with a phone call is a more personal gesture and lets you have a two-way conversation with your clients.



In the rush of everyday life, making the time to visit in person with former clients can help foster and strengthen relationships. Invite clients to meet you for lunch, to catch up over coffee, or to enjoy a walk in the park together.


An HSA home warranty can also help you build long-term relationships with clients. When you suggest HSA coverage, clients know that you care about them and their budgets long after deals are done. Whenever they use their warranty coverage, clients will be reminded of you and the valuable protection you encouraged them to have. For more information about how HSA home warranties can help increase client satisfaction and benefit everyone involved in real estate transactions, contact your HSA Account Manager or visit today.