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.