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Past Client Follow Up Program



Often times when an agent closes a deal with a client, the agent no longer reaches out or contacts that client again



RG believes in building relationships with clients long after a transaction is closed. This will inevitably create repeat business and referrals for the agent!








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Product Features


Ylopo Homebot Input-Past Client will receive extensive home value report. $25/year/500 contacts

Set up Past Client Follow Up Action Plan in Follow Up Boss-Agent is provided prompts for reaching out to client for 1 year. Free of charge!

Set Client up on Post Closing Postcard Campaign. Client will receive a scheduled postcard campaign for 3 or 5 years. Additional Charges Apply

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Getting Started


Check the “Past Client Follow Up Program” option on your Sale Checklist when you turn in your file paperwork OR Order Here!



When your file closes, Agent Services will then reach out you to do the following:


Set your past client up on Ylopo Homebot so that they start to recieve a monthly Home Value Report via email


Start the “First Year Past Client Follow Up” Action plan in Follow Up Boss


Prompt you to select a post closing postcard mailing campaign through the Personal Marketing Company




Visit the Past Client Follow Up Trainual Subject to learn more!







Need Additional Help?


Schedule a One on One training with Agent Services!



Visit ASInstachat.com for Live Support M-F 10am-3pm!