Every veteran broker repeats the same stat from experience: most past clients can't remember their agent's name within two years. Not from ingratitude, from silence. The agent, meanwhile, spends on portal leads to meet strangers while the warmest audience in the business goes unworked.
The program, month by month
Q1, Re-establish usefulness. January: a short "your home's estimated range for 2026" note (street-level beats city-level; the system can generate it). February: a home-maintenance piece worth forwarding, ice dams, insurance, whatever your market's winter actually does to houses. March: one human touch, you call or voice-memo your ten most likely movers this year. Ten calls, one evening, easily the highest-ROI evening of your quarter.
Q2, Be there before the market is. April: spring market preview for their street segment. May: the anniversary wave, every past client gets their home-anniversary acknowledgment (mail a card; physical mail has no spam folder). June: a "who should I meet" nudge, done tastefully: "If a neighbour's thinking of selling, I'd look after them well." That's the entire ask.
Q3, Own the slow season. July: the cottage/watering-hole check-in, human and light. August: a market-cool-down explainer, honesty in a slow month buys trust no hot month can. September: the fall listing-prep guide, targeted at anyone whose signals suggest a move (more on signals below).
Q4, Close the loop. October: year-in-review for their property type. November: the client-anniversary-of-working-together wave for that year's closings, with the review request attached. December: no pitch, gratitude, plus the tax-season rental-appraisal offer for investors.
The signal layer (where software earns its keep)
The calendar above is the skeleton; the muscle is responding to signals: a sale on their street (tell them, with numbers), an equity milestone (five years of payments is a refinance-and-invest conversation), a life event implied in a reply. This is the layer agents never sustain manually and CRMs never do intelligently, the system watches the database and drafts the outreach; you approve it in one tap.
The rules that keep it human
- Never more than two automated touches a month, and they must be useful before they are frequent.
- Every third touch should be human, a call task, not a robot call. Your relationships stay yours.
- Opt-outs honoured instantly, forever. The database you keep healthy is worth more than the one you squeeze.
Run by hand this takes a discipline nobody has. Run as a system, segmented touches, generated street notes, mailed cards, signal alerts, one human task per quarter, it takes the discipline of the software, which never forgets a February. That's the sphere program inside Realtix: your voice, at a consistency no assistant you'd hire could match.