In Follow Up Boss, you can stay in front of not only leads and prospects but with a few steps, you can consistently leave your mark with your past clients, too. Want to generate more referrals? Follow these easy steps.

Have a process to connect with your past clients regularly 

1. Add all of your past clients to Follow Up Boss and put them in the stage of past client
2. Call through your PC/SOI/quarterly smart list once a month. Your past clients will show up when it’s been more than three months since you’ve attempted contact. This will keep you top of mind.

Celebrate Important Dates

1. If you are tracking your past client’s birthdays, turn on the Happy Birthday automation and we will send a happy birthday email to your contact on their birthday! If you want to send handwritten cards, you could also use our AM Cards integration.
2. Add your client’s close date to their file. Go to manage lists > best practice lists and copy the Closing Anniversary smart list to your account. This list will show anyone with a close date coming up. Celebrate this milestone or remind your client how many years they have been in their home!