Past clients
After closing: aftercare and referrals
Past clients are the cheapest source of the next deal: stay close after closing.
- Starts when
- A deal closes
- Runs for
- 6 months
- Tasks
- 3
- Price
- Free
Playbooks only create tasks and tags. People still do the calling and emailing, and it stops once the lead moves on.
Right away
Tag them "past client"
Day 4
Ask the client for a review
Past clients page has a ready message with your review link.
Week 5
30-day check-in with the client: settling in?
Month 6
Six-month check-in with the client