Send past clients holiday notes and home check-ins with AI

Turn your closed-deals list into warm, personal holiday notes and a simple year-end check-in, so past clients remember you when they or a friend move.

The problem

Most agents' next deals come from past clients and referrals, but the follow-up slips once the closing is done. A generic holiday card gets tossed; a short note that remembers the house and the family gets kept and passed along.

Step by step

1. 1Export your past clients from your CRM or sheet: first name, the home, closing year and one detail you remember (new baby, first home, the big backyard).
2. 2Paste a few rows at a time into the prompt below to get a short holiday note for each one, plus a home-anniversary email and a year-end market check-in.
3. 3Read every note and fix anything that isn't true; add a line in your own words where you can.
4. 4Send cards or emails in early December, and set a reminder to call your top 20 past clients in January.
5. 5Track who replied or mentioned a move or a friend looking, and add them to your follow-up list.

Copy-paste prompt

I'm a real estate agent in [city]. Write a short, warm holiday note (3–4 sentences) for each past client below. Each row: first name, home type and area, closing year, one personal detail. [paste rows, no addresses or financial details]. Then write: (1) a short home-anniversary email template; (2) a friendly year-end check-in email offering a free update on what homes are selling for in their area, with no pressure; (3) a one-line referral ask that doesn't sound salesy. Keep it personal and plain; don't mention prices or market numbers I haven't given you.

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.

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