Past Client Check-In Scripts Script
Scripts for staying in touch with past clients to generate referrals and repeat business. Your past clients are your most valuable asset — they already trust you. These scripts help you maintain those relationships naturally and ask for referrals confidently.
The Annual Home Value Update
Script 1 of 3You are calling a past client on or near their home purchase anniversary to provide a market update and reconnect.
Hi [Client Name]! It's [Name] from [Brokerage]. Can you believe it's been [X year(s)] since you closed on your home on [Street Name]? I hope you're loving it! I'm calling because I just ran a quick update on your home's value, and I thought you'd want to know — based on recent sales in [Neighborhood], your home has appreciated approximately [X%] since you purchased it. That means your estimated value is around [Amount], up from what you paid. Pretty exciting, right? I like to keep my past clients informed because this impacts your equity, your net worth, and your future options. Are you and [Spouse/Partner] still happy in the home, or have your needs changed at all? ... That's wonderful. One more thing — if you know anyone who's thinking about buying or selling, I'd love the opportunity to help them. Referrals from clients like you are the best compliment I can receive. I am still using the latest tools including virtual staging to make every listing look incredible, so anyone you send my way will get the full VIP treatment.
The Life Event Check-In
Script 2 of 3You learned through social media or your CRM that a past client has had a major life event (new baby, job change, kids going to college) that might trigger a move.
Hi [Client Name]! Congratulations on [the new baby / the promotion / the kids heading off to college]! I saw the news and wanted to reach out personally. That's such an exciting milestone. I'm curious — with [the growing family / the new job / the empty nest], does your current home still fit your needs? I ask because a lot of my clients find that major life changes make them rethink their space. Whether it's needing an extra bedroom, wanting a shorter commute, or looking to downsize, I'm here to help you explore your options. If you're even slightly curious about what your home is worth right now, I can have a market analysis ready for you in 24 hours. And if you decide to list, my marketing has gotten even better since we worked together — I now use virtual staging that makes listing photos look absolutely stunning. No pressure at all, just wanted to check in and say congratulations!
The Seasonal Referral Request
Script 3 of 3You are making quarterly check-in calls to your past client database to maintain relationships and gently ask for referrals.
Hi [Client Name], it's [Name]! How are things going? I wanted to check in and see how the home is treating you. Any projects you've been working on? [Chat briefly about their updates.] That sounds great! The reason for my call — besides just wanting to say hello — is that [spring/summer/fall/winter] is always an active time in real estate, and I've been getting a lot of calls from buyers looking in your area. I'm actually looking for a few more great clients to work with this season. If anyone in your circle — friends, family, coworkers — mentions anything about buying, selling, or even just wondering about their home's value, I would really appreciate you passing along my name. Every client I've worked with gets my full marketing package including professional photography and virtual staging to make their home look absolutely incredible online. Your referrals are the backbone of my business, and I never take them for granted. Is there anyone who comes to mind right now?
Pro Tips
Set calendar reminders for purchase anniversaries, birthdays, and seasonal check-ins with every past client.
Keep notes in your CRM about personal details — kids' names, hobbies, pets — so your calls feel genuine and personalized.
Send a small gift or handwritten card on the home purchase anniversary before you call. It warms up the conversation.
Ask for referrals specifically rather than generally. "Do you know anyone thinking about moving?" is more effective than "Send anyone my way."
Follow up every phone call with a brief text or email summarizing what you discussed and reiterating your referral request.
Pair Scripts with Stunning Photos
Virtual staging transforms empty rooms into beautiful listings. Combine powerful scripts with professional-looking photos for maximum impact.


About Past Client Check-In Scripts
Maintaining relationships with past clients is the lifeblood of a thriving real estate business. This 'Past Client Check-In' script isn't just about pleasantries; it's a strategic tool for generating future referrals and repeat business. This works because, at its core, it acknowledges the emotional connection forged during the home buying or selling process – a connection often more profound than simply a business transaction. People remember how you made them feel, and a thoughtful check-in taps into that positive memory. The feeling you aim to evoke isn't just satisfaction, but genuine care. They're thinking: "Do they *really* remember me? Do they still value my experience?" This script, when delivered authentically, answers those questions affirmatively, positioning you as a trusted advisor, not just a salesperson. It's about reminding them of the exceptional service they received, subtly reinforcing their decision to work with you in the first place. This positive reinforcement makes them far more likely to recommend you to their friends, family, and colleagues. The key is to focus on building the relationship, not immediately hunting for new business. Think of it as planting seeds that will blossom into future opportunities.
Crucially, perfect delivery transforms a standard real estate past client check in script into a conversation that feels completely natural. It's not about robotic recitation; it's about embodying genuine warmth and interest. Think of a casual conversation with a friend – that’s the energy you want to channel. Your tone should be conversational and empathetic, avoiding salesy jargon or pushy language. Pacing is also vital; rushing through the script makes it sound insincere, while speaking too slowly might seem condescending. Find a rhythm that feels comfortable and authentic to you. Pauses are your friend. They allow the other person to process information and respond naturally. A compelling opening line is essential to grab their attention immediately. Instead of a generic greeting, try something personalized, referencing a specific detail from their past transaction or a recent life event (if you know it). Then, seamlessly transition into the purpose of your call, emphasizing your desire to simply check in and see how they're doing.
Furthermore, a truly effective past client check in script for realtors isn't a one-size-fits-all solution. It requires personalization based on the client's personality, property type, and current market conditions. If you're contacting an analytical client who values data and logic, tailor your conversation to highlight relevant market trends and investment opportunities. For an expressive client who thrives on social interaction, focus on building rapport and sharing personal anecdotes. If their property was a high-end luxury home, your check-in should reflect that level of sophistication and exclusivity. Address the unique considerations of their property and neighborhood. In a rapidly changing market, acknowledge the shifts and offer relevant insights, demonstrating your continued expertise and value. Remember, the goal is to show that you understand their individual needs and circumstances, not just deliver a generic sales pitch. This level of customization shows you have taken the time to consider their unique journey.
Moreover, masterful objection handling is paramount to maximizing the effectiveness of any real estate scripts, including this past client check in script. You will undoubtedly encounter resistance or hesitations, especially if the client is busy or preoccupied. The most common objection is often a variation of “I'm not interested in buying or selling right now.” Instead of getting defensive or pushy, acknowledge their position and pivot the conversation. For example, you could say, “I completely understand, [Client Name]. I'm not calling to pressure you into anything. I simply wanted to check in and see how you're enjoying the home. Is there anything I can help you with regarding home maintenance or local resources?” This approach defuses the tension and shifts the focus from a potential sale to providing genuine value. Be prepared to handle other objections related to time constraints or perceived lack of need, always responding with empathy and understanding.
Finally, a robust follow-up system is crucial for converting these initial connections into tangible results. The conversation itself is only the first step. Immediately after the call, document any key details or action items discussed. Send a personalized thank-you email or handwritten note reiterating your appreciation and summarizing the conversation. If the client expressed interest in a specific resource or service, promptly provide it. The timing of subsequent follow-ups depends on the client's responsiveness and needs, but generally, aim to stay in touch every few months. Utilize a multi-channel approach, combining emails, text messages, and occasional phone calls. Share relevant market updates, neighborhood news, or helpful home maintenance tips. This consistent, value-driven communication reinforces your commitment to their success and keeps you top-of-mind when they, or someone they know, needs real estate assistance. This is how a simple check-in becomes a powerful lead generation tool.
Script Usage Tips
Opening Hook
Start with a personalized observation. Instead of "Hi, it's [Your Name] from [Brokerage]," try something like, "Hi [Client Name], I was just thinking about that amazing garden you were planning when you moved in. How is it coming along?" This shows you remember them and their unique situation, instantly grabbing their attention and fostering a more personal connection. Make it authentic and relevant to their specific circumstances.
Tone Calibration
Record yourself delivering the script. Listen back critically. Do you sound genuinely interested or robotic? Adjust your tone to be warm, friendly, and conversational. Vary your inflection and pace to avoid monotony. Smile while you talk, even though they can't see you – it will translate in your voice. Focus on projecting empathy and sincerity, making the client feel valued and understood throughout the conversation.
Objection Bridge
The most common objection is usually time. Bridge this by saying, "I understand you're busy and I value your time. This will only take a minute or two. I mainly wanted to check in and see if you had any questions about the current market conditions as they may affect your property value." This acknowledges their concern while offering immediate value, making them more likely to engage in a brief conversation.
Follow-Up Sequence
Within 24 hours, send a personalized email referencing a specific point from your conversation. A week later, share a relevant article or resource. A month later, send a handwritten note with a local event invitation. This multi-touch approach keeps you top-of-mind without being overly intrusive. Space out your communications to avoid overwhelming the client and always provide value in each interaction.
Practice Method
Don't just read the script; role-play it. Partner with another agent and take turns playing the client and the realtor. Focus on delivering the script naturally and responding effectively to potential objections. Record yourselves and analyze your performance, identifying areas for improvement. This hands-on approach will build your confidence and help you internalize the script, making it feel more authentic when you use it with real clients.
Frequently Asked Questions
How often should I contact past clients?
The ideal cadence is quarterly phone calls plus monthly touchpoints via email, social media, or direct mail. This keeps you top of mind without being intrusive. The key is providing value with each contact — market updates, home maintenance tips, or neighborhood news — not just asking for business.
What percentage of business should come from past client referrals?
Top-producing agents report that 40 to 60 percent of their business comes from past clients and referrals. Building this referral pipeline takes 2 to 3 years of consistent follow-up, but once established, it provides the most reliable and cost-effective lead source in real estate.
What if a past client used a different agent?
Do not take it personally — it usually means you fell out of touch. Reach out warmly, acknowledge that you should have stayed in better contact, and reestablish the relationship without mentioning the other transaction. Focus on providing value going forward and they may return to you for their next move.