☕ Retention in Action

Use My Agent
Last month I watched an agent proudly hand over a very expensive closing gift… and the client immediately asked, “So… where do I set up utilities again?”
That’s the moment you realize: most closing presents are “nice,” but they don’t stick. Here’s the $0 gift that does.
You know the drill: you spend $150–$300 on a fancy basket, a cutting board, a bottle of something classy… and it gets a polite smile and a quick photo. Then six months later, you see it at a garage sale and pretend you didn’t.
Here’s what happened, what went wrong, and the simple fix that keeps clients talking about you long after the deal closes.
Sharon, An agent I know went all-in on “big closing gifts.” Gorgeous presentation. Big wow factor. But referrals were weirdly… flat. Clients were happy, sure—but once the boxes were unpacked, the gift became background noise in the new-home chaos.
Then she tried something totally backwards: no expensive present. Instead, she emailed the client a “Home File” within 24 hours of possession—a clean, organized, property-specific cheat sheet: utility contacts, garbage day info, warranty links, appliance manuals, key notes, paint colors (if available), recommended local trades, and a simple “what to do first” checklist. Zero cost. Just thoughtfulness.
Two weeks later, the client forwarded that email to a friend buying a place and said: “Use my agent. She gave us the most useful thing—everything in one place.” Not “she bought us something.” She saved us.
Lesson / Takeaway
Clients don’t remember the price tag—they remember the moment they felt taken care of after you got paid.
The best “gift” is removing post-close stress with one organized, personal, useful asset.
⚡ Action Tip
Send “The Home File” (Your $0 Closing Gift)
Create a simple template once, then personalize it in 10 minutes per client. It works because it turns you from “agent” into “lifesaver.”
How to do it (fast):
Make a reusable email/Google Doc titled: “Your Home File: [Address]”
Include 6 sections:
Utilities + Contacts (power, water, internet, HOA/condo if relevant)
Possession Week Checklist (change locks, smoke/CO batteries, locate shutoffs, etc.)
Warranty + Manuals Links (or “where to find them”)
Local Recommendations (your trusted plumber/handyman/cleaner—no pressure)
Home Notes (garbage day, parking quirks, community rules, anything you learned)
“Text me anytime” line + a specific invitation: “Want my contractor list?”
Example line to steal:
“Most closing gifts get used once. This is the one you’ll use all year. Save this email—you’ll thank yourself later.”
📚 Worth a Look
Resource of the Week: Never Lose a Customer Again (Joey Coleman)
Insight:
The “sale” isn’t the finish line—it’s the start of the relationship. The first stretch after someone commits is when loyalty is either built… or quietly lost.
Apply it this week: Treat closing like onboarding. Add three post-close touchpoints tied to usefulness (not “checking in”):
Day 2: “Here’s your Home File”
Day 14: “Any weird surprises? Here’s how to handle the common ones”
Day 60: “Seasonal heads-up: one thing to do now to avoid headaches later”
🔮 Coming Next Week..
Most agents ask for referrals like it’s a favor.
Next week I’ll show you the two-sentence “introduction trigger” that makes clients happily connect you with friends—without it feeling awkward, salesy, or desperate.
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Disclaimer:
The Grind Works newsletter is for educational and informational purposes only. The strategies, tools, and resources shared are general in nature and may not be suitable for every business or situation. Nothing in this newsletter should be interpreted as legal, financial, or professional advice. Results from client retention and referral strategies will vary based on market conditions, execution, and other factors outside our control. Before implementing any tactic, you should evaluate it in light of your own business circumstances and, where appropriate, consult with qualified professionals. The Grind Works makes no guarantees regarding outcomes, income, or results.