Phoenix Software

12 Part Email & SMS Sequence for Re-Engaging Past Clients

A 12 part email and SMS sequence designed to re-engage past clients and generate referrals. Each email is under 150 words, warm in tone, and focused on trust and value. SMS messages are sent 1-2 days after each email.

Included in Phoenix CRM

Fully Automated Client Engagement

This entire workflow sequence is included by default in Phoenix CRM - preloaded, automated, and ready to maintain client relationships and generate referrals.

Auto-Send

Emails sent automatically on optimized schedule

Smart Timing

12-part sequence with perfect timing intervals

Auto-Targeting

Past clients automatically added post-settlement

Zero Setup

Preloaded and ready to go in Phoenix CRM

Complete Email & SMS Sequence

Email 1
Email 1 - Reconnection
Reconnection
Subject: How's everything going?
Hi [First Name], It's been a little while since we last spoke, and I just wanted to see how everything's going with your home and life in general. If there's ever anything you need – even just a question about the market or your property value – I'm here. No pressure, just know you've got someone in your corner if real estate ever comes up again. Warm regards,
SMS 1
SMS 1 - Send 1-2 days after Email 1
Reconnection Follow-up
Hi [First Name], just reaching out to say hi! If you ever need anything property related, I'm here. Hope you're well!
Email 2
Email 2 - Referral Message
Referral Request
Subject: Can I ask a small favour?
Hi [First Name], A quick favour – if you've got a friend, family member or neighbour thinking about selling or needing real estate advice, I'd be truly grateful if you passed on my name. Most of my business comes from people like you, and your recommendation means a lot. And of course, if you ever need anything yourself, I'm always just a message away. Thanks again,
SMS 2
SMS 2 - Send 1-2 days after Email 2
Referral Follow-up
[First Name], know anyone in your world thinking about selling or needing property advice? I'd love to help them out. Appreciate any referrals.
Email 3
Email 3 - Market Update
Market Update & Appraisal Offer
Subject: Property values in your area – should you be curious?
Hi [First Name], A lot has changed in the market lately, prices in [Suburb] have shifted, and there's been renewed interest from buyers. If you're ever curious about what your property might be worth now, I'm happy to send you an updated appraisal. I promise, no strings attached. Even if selling's not on your mind, it's handy to know. Let me know,
SMS 3
SMS 3 - Send 1-2 days after Email 3
Market Update Follow-up
Hi [First Name], buyer activity in [Suburb] is up again. Want me to send you a quick updated appraisal? Simply reply Y/N.
Email 4
Email 4 - Client Story
Client Story & Testimonial
Subject: How [Client Name] turned a simple chat into a great result
Hi [First Name], I recently helped a past client who wasn't planning to sell, just wanted a quick update on their home. A few weeks later, they ended up listing, and we got a great result well above expectations. Sometimes it just starts with a conversation. If there's ever a question on your mind, don't hesitate to reach out. You never know what options might be available. All the best,
SMS 4
SMS 4 - Send 1-2 days after Email 4
Client Story Follow-up
Sometimes it starts with a quick chat. If you've got questions about the market, reach out anytime – no pressure at all.
Email 5
Email 5 - Service Reminder
Reminder of Services
Subject: Need anything real estate related?
Hi [First Name], Whether it's a quick valuation, advice on property improvements, or even just recommending a good tradie, I'm always happy to help. Even if you're not selling, I can be a useful contact in the property world. Feel free to lean on me. And as always, if you know anyone needing real estate help, I'd love to be introduced. Take care,
SMS 5
SMS 5 - Send 1-2 days after Email 5
Services Follow-up
Need a local tradie, cleaner or just some advice? I've got contacts and am happy to help, anytime.
Email 6
Email 6 - Thank You
Thank You & Ongoing Offer
Subject: Thank you, and a standing offer
Hi [First Name], Thank you again for trusting me in the past. I never take that for granted. If you ever need a fresh look at your property value, or know someone who does, please reach out. I'm more than happy to help, with no obligation. And if I can return the favour in any way, just say the word. Speak soon,
SMS 6
SMS 6 - Send 1-2 days after Email 6
Thank You Follow-up
Thanks again for your trust. If I can ever help you, or someone you know, I'd love the opportunity.

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