☕ Retention in Action

3 Minutes

Ever had a client swear they’d “definitely send referrals”… only to ghost you harder than a bad Tinder date? This week’s story is about the exact moment an agent realized her “great service” wasn’t enough—because she forgot one tiny, stupidly simple step.

A top-producing agent lost a high-value repeat client—not because she messed up the deal, but because she didn’t follow up after closing. Here’s what happened, what went wrong, and how you can avoid it.

Two years ago, an agent named Melissa closed a smooth, drama-free transaction for a relocating family. They were thrilled, hugged her at possession day, left her a glowing review… everything felt locked in. “Lifetime clients,” she thought.

Fast forward to last month: Melissa sees the same clients list their home with someone else. Another agent. A newer agent. A weaker agent. When she casually reached out, the seller said, “Oh! We loved you — we just assumed you were too busy for us. Our new agent kept in touch more.”

Melissa checked her CRM.
Her last contact?
Two years ago.
A handwritten card at possession… and then radio silence.

The problem wasn’t bad service.
The problem was absence.

She lost a client not due to performance, but because she never created the one thing that matters most in retention: ongoing visibility.

Lesson / Takeaway

Clients don’t forget your service — they forget your presence.
The big idea: A simple 3-minute follow-up rhythm will outperform even the fanciest marketing system.

⚡ Action Tip

Do one micro-follow-up within 72 hours of every meaningful client touchpoint.
It can be text, voice note, or quick check-in. Three minutes. That’s it.

Why it works:
It triggers the Recency Effect. The last person clients hear from stays mentally “top of stack” — which is the entire game in referrals.

How to do it:
After any interaction (showing, meeting, phone call, possession, inspection, CMA):

  1. Set a 72-hour reminder.

  2. Send one quick message: “Saw something today that reminded me of you…” or “Just checking in — how’s everything going?”

  3. Don’t sell. Don’t pitch. Just stay visible.

Example:
“Hey! Thought I’d follow up on our chat the other day. If anything else pops up, I’m here for you.”

📚 Worth a Look

Resource: The Power of Moments — Chip & Dan Heath
The book highlights how small, intentional moments stick disproportionately in people’s memory. You don’t need big gestures; you need small, consistent signals of care.

How to apply it:
Pick one key moment in your process this week (showing, CMA, buyer search update) and attach a 3-minute follow-up afterward. Watch how clients respond.

🔮 Coming Next Week..

“The $0 Client Gift That Outperforms Expensive Closing Presents”
It’s the opposite of what most agents do — and it leaves clients talking about you long after the deal closes.

Don’t miss it.

🚀Like this week’s strategy?

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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.

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