☕ Retention in Action

Be Top of Conversation
You ever run into a past client at Costco and they say, “We talk about you all the time!” …but your phone hasn’t rung with any referrals from them.
That’s because most agents are top of mind… but not top of conversation. And those are not the same thing.
Let’s play this out in real life.
Someone at work says, “We’re thinking about selling this spring.” Your past client immediately thinks of you. They had a great experience. They trust you. They genuinely want to help.
But their brain does that little loading-circle thing.
They can’t remember your last name fast enough. They don’t want to sound like they’re pitching. And they’re not sure how to say it without making it awkward.
So they default to the safest sentence in the English language:
“Yeah, we used a Realtor… they were really good. I’ll dig up their info and text you.”
Then the conversation moves on. The moment is gone. And you never send the text - because later requires effort, and effort loses to Netflix.
That’s how you end up with clients who love you… and still don’t send referrals. Not because they won’t. Because in the moment, they don’t have an easy, natural way to bring you up.
Lesson/Takeaway
Referrals don’t happen when clients remember you. They happen when clients can bring you up effortlessly.
Big idea: Don’t ask for referrals—equip clients with a ready-to-use “handoff line” they can drop into conversations.
⚡ Action Tip
The “Save Me As…” Habit
What YOU do (Agent): Send one quick note that tells past clients exactly how to save you in their phone so you’re easy to find when someone asks, “Do you know a Realtor?”
What THEY do (Client): They save your contact once. Later, when real estate comes up, they can pull you up instantly—no digging, no “I’ll look you up,” no lost moment.
Why it works:
Referrals don’t die because clients forget you—they die because they can’t find you fast enough during the 2-second window. This removes the friction.
How to do it (simple):
Send this 1–2 times per year to your past clients list.
Keep it casual and “no pressure.”
Include the exact contact name you want them to use.
Copy/paste message YOU send to past clients:
Hey [Name] — quick practical thing. If you still have me saved, awesome.
If not, save me as “[Your Name] – Realtor” so I’m easy to find if someone asks you for a Realtor.
Here’s my number: [Phone] (no rush, just making it easy).
Optional add-on (makes it even easier):
If you want, just reply “card” and I’ll text you my contact card.
📚 Worth a Look
Resource of the Week: Contagious: Why Things Catch On — Jonah Berger
The insight: People share things that make them look useful, smart, “in the know,” or helpful (social currency).
Why it matters: A referral isn’t just a referral—it’s a mini social moment. Your client is deciding, “Will this make me look pushy… or helpful?”
How to use it this week: Write your “forward-this” text so it gives them social currency: no-pressure, helpful, straightforward—and focused on the friend’s needs.
🔮 Coming Next Week..
Most agents send “Checking in!” texts that get polite replies… and zero business.
Next week I’ll show you the 2-sentence check-in that quietly reveals who’s planning a move (or knows someone who is)—without sounding like you’re fishing.
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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.