☕ Retention in Action

A Realtor told me about a client who bought a house with him in 2019. Smooth transaction. Great experience. Five-star review. Everything felt perfect… until the same client bought again in 2023.
With another agent.
Why?
Not because the Realtor screwed up the first sale.
But because he never made the second sale — the sale of staying top-of-mind.
He never checked in. Never sent helpful updates. Never kept the relationship alive. The client simply forgot he existed.
Here’s what happened, what went wrong, and how you can avoid ever being forgotten again.
During the first sale, the Realtor delivered white-glove service: answered late-night texts, negotiated a killer price, gave the client a handwritten closing note. The whole deal wrapped beautifully.
But after closing?
Crickets.
No follow-up.
No value-driven check-ins.
No annual reminders.
No post-possession touches.
Fast-forward four years:
The clients want to upgrade. They search their inbox. They search their phone. They look for someone who feels familiar. The only recent voice in their world is another local agent who consistently sends newsletters and market updates.
Guess who gets the second sale?
Here’s the brutal truth:
Most agents obsess over winning the first transaction but forget that the first sale only buys you a chance at the next one. If you go silent, clients won’t fire you — they’ll just drift away.
Lesson / Takeaway
The second sale isn’t another transaction. It’s the sale of attention, memory, and relevance.
If you don’t earn those, someone else will.
⚡ Action Tip
Create a “Second Sale System” (SSS)
Most agents wing it. Top agents automate it.
What it is:
A simple structured rhythm that keeps you present without being pushy.
Why it works:
People forget fast. Consistent touchpoints make you the “default choice” when life changes.
How to do it:
Set up a 4-part client-retention rhythm:
Immediate Post-Closing Touch (Day 1–3) – short check-in + useful resource.
30-Day Check-In – “How’s the house settling in?”
Quarterly Value Drop – newsletter, maintenance tips, market notes.
Annual Home Anniversary Touch – personal, simple, memorable.
Example:
“Hey Sarah, happy 1-year home anniversary! I put together a quick seasonal checklist you might find useful. Hope you're loving the place!”
Two sentences. Giant impact.
📚 Worth a Look
Resource of the Week: Harvard Business Review – “The Value of Keeping the Right Customers”
Key insight: A 5% increase in client retention can boost profits by 25–95%.
Retention compounds faster than new leads ever will.
Apply it now:
Pick 10 past clients who haven’t heard from you in 6+ months. Send a quick message today:
“Hey, thinking of you — how’s the home treating you these days?”
This tiny nudge can reignite referrals instantly.
🔮 Coming Next Week..
“The 3-Minute Follow-Up That Triples Retention (Agents swear by it.)”
Don’t miss this one — it’s the simplest habit you can build for a lifetime referral pipeline.
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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.