Many agents use the holidays as their go-to time for client outreach—but why stop there? A simple seasonal check-in can spark conversations, deepen relationships, and plant the seeds for referrals all year long. Here’s how to turn those festive touchpoints into a steady stream of business.
Use Seasons as Conversation Starters
Every season brings natural talking points—back-to-school in fall, spring cleaning, summer vacations, or year-end holidays. Instead of generic “just checking in” messages, tie your outreach to something timely and relevant. Clients will appreciate the thoughtfulness, and it opens the door to genuine conversations.
Add Value with Useful Resources
A seasonal check-in shouldn’t just be a hello—it should provide value. Share a list of trusted local vendors for holiday decorating, a spring home maintenance checklist, or even local event recommendations. When clients see you as a resource, they’re more likely to think of you when friends and family need an agent.
Create a Referral-Friendly Routine
The key to turning seasonal check-ins into referrals is consistency. Build a system in your CRM that reminds you to send quarterly touchpoints, and end each message with a soft ask: “If you know anyone thinking of moving this season, I’d be happy to help.” Regular, thoughtful contact keeps you top-of-mind—and keeps referrals flowing.
From Check-Ins to Clients
Seasonal outreach isn’t just about goodwill—it’s about building trust that translates into referrals. By making your check-ins relevant, valuable, and consistent, you’ll transform simple touchpoints into a year-round referral engine. Automate Your Client Outreach with Ollin Reach.
