The closing is the beginning, not the end, of your relationship with a client. Consistent, valuable post-closing support is the key to building a strong referral network. The following tips focus on simple, effective strategies for nurturing that long-term connection.

I. The First 90 Days: Critical Follow-Up

The period immediately following the closing is when clients are most likely to refer you—or forget you. Use this time to provide helpful, actionable support.

A. Closing Gift and Thank You

Send a personalized thank you note and a meaningful closing gift. A few ideas include:

• A gift certificate for a local service.
• A custom item for their new address.
• A professionally bound copy of the home's final paperwork.

B. Essential Homeowner Resources

Provide a curated list of resources to help them settle in.

• Utility & Service Providers: A list of recommended local contractors, plumbers, and electricians.
• Property Tax Schedule: A simple document outlining when their first tax payment is due and to whom it should be sent.
• Warranty Information: Consolidate contact information for any home warranties or appliance guarantees.

II. Long-Term Value Strategy: The First Year

Maintain a touchpoint schedule that offers genuine value without being intrusive.

A. Seasonal Check-Ins

Use quarterly communications to offer relevant maintenance tips.

Quarter	Focus	Value-Add Tip
Q1 (Winter/Spring)	Preparing for warmer weather	Reminder to inspect for roof damage and clean gutters.
Q2 (Summer)	Energy efficiency and maintenance	Suggestion to service the A/C unit.
Q3 (Fall)	Property winterization	Checklist for shutting down exterior spigots and checking the furnace.
Q4 (Year-End)	Financial and Insurance Review	Encouragement to review homeowner's insurance and property tax exemptions.

B. Annual Client Appreciation

Host or facilitate an annual event or send a significant item to show your gratitude.

• An invitation to an annual client appreciation event.
• A voucher for a complimentary home valuation.
• A personalized calendar.

III. Beyond the Sale: Community & Connections

Establish yourself as a trusted community resource, not just a transaction facilitator.

A. Local Expert Network

Connect clients with trusted non-real estate professionals. This expands your network and provides a valuable service.

• Financial Planners
• Insurance Agents
• Interior Designers

B. Community Updates

Send occasional, concise updates about the local housing market. Focus on high-level trends rather than specific listings.

• Neighborhood price trends.
• New local business announcements in the area.
• Updates on local zoning or school district changes.

IV. Client Feedback and Testimonials

The best way to get referrals is to ask for them from happy clients.

A. Requesting Feedback

Within the first month, ask the client to complete a brief satisfaction survey.

B. Generating Referrals

A great time to ask for a referral is right after a positive interaction. Always make it easy for them to share your contact information.