3 Things You’re Neglecting Today That You’ll Regret in 5 Years

Real Estate Technology with IXACT Contact Real Estate CRM

As a real estate agent, you have a lot on your mind each day. I’m guessing you don’t have time to worry about potential future regrets.

But what if there are a few relationship-building things you could adjust in your business today that would help you avoid the pain of remorse in the future?

It makes sense to focus on motivated leads that are looking to make a move immediately. But it’s still important to have an effective plan for long-term lead generation. You’ll reap what you sow in real estate leads!

I want to share with you 3 easy things you can incorporate into your real estate business now that will ensure your business is booming and regret-free in 5 years’ time.

Here are the 3 things you may be neglecting today that might cause you to feel regret in the future:

Sending a Monthly e-Newsletter

This has the potential to be one of the simplest things you can do now that you’ll benefit from in years to come. Sending a Monthly e-Newsletter to your contacts helps you stay top of mind, establishes you as an expert on all things real estate-related, and reminds your contacts how to get in touch with you.

When your contact or past client is thinking about moving, the first REALTOR that comes to mind will be you!

If you’re not sending out a Monthly e-Newsletter now, you run the risk of your leads and past clients forgetting your name, and working with another Realtor. This is one of the easiest ways to build a relationship and keep in touch over time.

Sending a Monthly e-Newsletter can be easier than you think! IXACT Contact provides a Monthly e-Newsletter written and designed by real estate marketing professionals, helping you make the professional impression you want to each month. Best of all, your e-Newsletter can be emailed to your contacts automatically each month, without you lifting a finger!

Paying attention to longer-term leads

Not all contacts are ready to make a move yet but that doesn’t mean you should ignore them. Prime the pipeline for the years to come by nurturing your longer-term real estate leads. Lead nurturing is the process of keeping in touch with your prospects over time and building your relationship with them until they’re ready to use your services.

When you consistently nurture longer-term leads, you set yourself up for success in the months and years to come. Ignoring long-term leads is a mistake that you might regret in the future.

Use your CRM to assign long-term leads to marketing Activity Plans. A marketing Activity Plan is a series of phone call reminders and emails that go out automatically at various time intervals. IXACT Contact real estate CRM comes pre-loaded with multiple Activity plans created for you and designed for different types of leads, such as for-sale-by-owners (FSBOs) or renters.

Email marketing is one of the simplest, non-confrontational, and least expensive ways to generate real estate leads. If you aren’t using it effectively to nurture your long-term leads, you may regret it.

Celebrating Birthdays and Move-in Anniversaries

Have you ever forgotten the birthday of a close friend or family member? If you have, you’re likely well-acquainted with a feeling of guilt and regret! But special dates can certainly be difficult to remember.

Almost everyone I know likes to be remembered on their Birthday, even your real estate leads and past clients! Not only is sending well-wishes a thoughtful gesture, it’s also a great reason to get in touch with a contact.

If you’re not reaching out to wish your contacts a happy birthday or congratulate them on the anniversary of their home purchase, you’re missing an opportunity to connect and make your contact feel special. A few years down the line, you might regret not having built stronger relationships with your leads and past clients.

The good news is, with the right tools, it’s easy to remember special dates! IXACT Contact will remind you when a special day is coming up, so you can send your well wishes. Depending on your relationship with the contact, you can send a card, a gift, or make a phone call to reconnect and wish them well on their special day.


When it comes to real estate leads, you reap what you sow. Not all your leads are going to be ready to move immediately. Some leads are longer-term, but they are still valuable for you in the months and years to come.

Don’t regret losing touch and missing out on quality real estate leads. Use the tools provided by a real estate CRM like IXACT Contact to keep in touch regularly and easily.

Best of all, many keep in touch features can be completely automated, so you can set it and forget it! Your Monthly e-Newsletter and drip email marketing can run on auto-pilot, so you’re staying in touch without lifting a finger.

Don’t risk the pain of regret in 5 years when you’ll wish you had kept in touch more effectively and didn’t lose out on quality leads. Start your 5 week free trial of IXACT Contact now and avoid suffering Realtor relationship remorse!

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Re-Blogged 1 time:

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  1. Karen Hellier 09/01/2016 12:38 AM
Real Estate Best Practices
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Out Of The Box!
Real Estate Technology
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keep in touch
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real estate regrets

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Karen Hellier
Freelance Writer - Big Canoe, GA
Freelance Writer for Professionals, North Georgia

These are great tips. I especially like the idea of a monthly e-newsletter and a birthday/anniversary of the move in date card. But I would recommend a personal note in those cards. I get a birthday card from my insurance agent every year, but he just signs his name and to me it's just a sign that he wants my business, not that he really cares about me. 

Sep 01, 2016 12:28 AM #1
Melissa Spittel
Coldwell Banker Residential Brokerage - Westminster, MD
"Achieving Results Together "

I send out a monthly e-newsletter, and cards on the anniversary of a move-in. Doesn't take a whole lot of time, and recipients love to be remembered, without me being pushy. I love sending personal notes, who really does that anymore? And I guarantee anything I mail that is addressed by hand always gets opened. 

Sep 01, 2016 12:57 PM #2
Jill Winchel
Royal Shell Real Estate - Koffman & Associates - Cape Coral, FL
We make it easy. You make it home.

Hi Rich. I used to do Happy Birthday notes, but now just anniversary of purchase emails. I send out quarterly market reports for those customers who bought already. Our team sends out monthly newsletters to all of our leads. Your post is a good reminder to keep in touch.

Sep 01, 2016 10:22 PM #3
Dana Basiliere
Rossi & Riina Real Estate - Williston, VT
Making deals "Happen"

Rich,  all good reminders.  I do the monthly by using Constant Contact but need to work on the anniversaries and more personal contact.  Heck we get busy with the "here and now"  and it's easy to miss the nurturing.  I actually have some past clients I am very fond of.  

Sep 01, 2016 10:46 PM #4
Kimo Jarrett
WikiWiki Realty - Huntington Beach, CA
Pro Lifestyle Solutions

Great post about all essential elements that should be included in a comprehensive marketing plan, yet, many agents don't even have a plan, don't they? 

Sep 02, 2016 06:11 PM #5
Mary Hutchison, SRES, ABR
Better Homes and Gardens Real Estate-Kansas City Homes - Kansas City, MO
Experienced Agent in Kansas City Metro area

Happy to say I already do several of these items you mentioned!

Sep 05, 2016 07:58 AM #6
Jan Green
Value Added Service, 602-620-2699 - Scottsdale, AZ
HomeSmart Elite Group, REALTOR®, EcoBroker, GREEN

You're so right.  I plowed through my database after using a program that wasn't working for me. Yikes, I had missed 3 sellers who sold without me.  Not going ot happen again!  

Sep 08, 2016 08:51 AM #7
Donna Foerster
HomeSmart Realty Group - Parker, CO
Metro Denver Real Estate Assistant

These are good ways to stay connected to our potential pipeline of new business.

Sep 15, 2016 03:13 AM #8
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Real Estate CRM & Marketing Made Easy!
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