After auditing our business in 2024, one thing we discovered is that most of our transactions come from our clients and our sphere of influence. While social media plays a role in connecting us to new business, the leads aren’t as “cold” as we’d thought.
These connections come from people who know us, like us, and trust us—clients who already see value in what we do.
That insight is driving one of our biggest shifts in 2025: focusing on client micro-events.
12 Client-Centric Events for 2025
Let’s face it: with 2025 shaping up to be a challenging year—mortgage rates still hovering above 7%—it’s time to rethink where your business is coming from. If your primary source is repeat clients and referrals, why not reallocate a portion of your budget to nurture those relationships?
Instead of chasing cold leads that might not convert, consider investing in the people who are already championing your business.
To give you a glimpse into our strategy, I’m sharing 12 client-centric events we’ve planned for this year—events we believe will generate transactions and strengthen our client relationships.
Want my full client event calendar? Snag it here.
January: “Happy Hour” Micro-Event
We kicked off the year with our first micro-event: a “Happy Hour” for clients we’ve helped buy or sell a home. I don’t call them “past clients” because we’re still actively engaging with them. They’re simply clients.
This event took place at a local bar and was marketed exclusively through personal outreach—emails, texts, and phone calls. We wanted to keep it intimate and focused on our core group.
The turnout was fantastic. We covered the first round of drinks and appetizers, and the group was small enough that it felt natural to provide dinner as well. The total cost? Around $400. From this one event, we’ve already seen a return: one client referred us to her sister, who’s looking to buy, and her mother, who’s ready to list her home.
February: Client Appreciation Movie Day
In February, we’re hosting our annual Client Appreciation Movie Day. With Captain America premiering on February 14, we’ve reserved a theater at Starlight Cinema in Whittier.
This event requires a bit more financial investment—we’re purchasing the entire theater—but very little setup. Clients and their families will register beforehand, and we’ll distribute tickets at the door. While we’re not covering concessions, the experience of watching a blockbuster with loved ones still resonates.
One tip: If you’re using platforms like Eventbrite, make sure to lock down access so you don’t end up with uninvited guests.
March: Hiking Micro-Event
In March, we’re hosting a hike at Crystal Cove in Newport Beach. This casual event caters to our Orange County clients and allows us to engage with them in a relaxed, family-friendly environment.
We’re keeping it simple—providing bottled water and facilitating great conversations along the trail. Events like these highlight the value of micro-events: the focus is on quality, not quantity. It’s easier to connect with clients one-on-one during a hike than at a massive gathering.
April: Client Appreciation Easter Event
April is all about our annual Easter event at Thomas Paine Park. This one is a bit more elaborate: we’ll have a professional photographer capturing and printing family photos with the Easter Bunny, a taco vendor providing food, and an Easter egg hunt for the kids.
Partnering with affiliates, like lenders or title reps, can help offset costs for events like this. And the payoff is worth it—clients love bringing friends and family to join in on the fun, which expands our reach organically.
May: Mother’s Day Micro-Event
To celebrate Mother’s Day, we’re organizing a micro-event at Joe’s Italian Ice in Anaheim or a nearby Yogurtland.
This low-cost, casual event is all about spending quality time with our clients. It doesn’t take much effort to set up, and the relaxed environment makes it easy to connect with everyone.
We’re not marketing this on social media because we’re looking to spend time with our clients, eating yogurt in a casual environment. I know it’s going to be very successful.
June: Micro-Event for Kids
In June, we’re taking things to the Inland Empire for a family-friendly event at Chuck E. Cheese.
Each kid will receive a gift card to play games, and we might even spring for pizza and sodas. It’s all about creating moments that matter to the families we’ve served while keeping costs manageable.
I’m not asking you to break the bank in any of these events. But this allows you to organize something you might not typically have done otherwise, so you can spend time and cultivate deeper relationships with the people who are actually sending you business.
July: Baseball Game (Client Appreciation Event)
Summer means baseball, and in July, we’re taking clients to an Angels game in Anaheim.
Weekday games are surprisingly affordable, with tickets as low as $9. This event is perfect for partnering with affiliates, and the casual atmosphere creates plenty of opportunities for meaningful conversations.
I’m really excited about the baseball event in July.
August: Mini-Golf Micro-Event
Before school starts, we’re hosting a mini-golf event at Camelot in Anaheim or Golf-n-Stuff in Norwalk (which is actually where they filmed the original Karate Kid). These venues are fun, low-budget options that allow us to engage with clients and their families in a relaxed setting.
Our clients get to see that we are making the effort to organize events and spend time with them. And it gives us another reason to make phone calls, send text messages, and email blast our database.
September: Happy Hour Micro-Event
As summer winds down, we’ll organize another happy hour, this time targeting our North L.A. clients. Like January’s event, this one will focus on personal outreach and creating an easy, welcoming atmosphere.
From my experience, offering to buy everyone the first drink—or, depending on what the location is, offering to buy dinner—is a wonderful way to get bodies to turn up. And it requires no organization other than picking up the phone to invite them to show up.
October: Pumpkin-Carving Micro-Event
Halloween season calls for a pumpkin-carving event at our office. We’ll provide pumpkins, carving tools, and light refreshments, creating a simple yet memorable experience for families.
As you organize these events related to the holidays, I recommend hosting them towards the beginning of the month, so your guests have the whole month to use whatever it is they’re creating.
November: Turkey Trot/5K Run
For November, we’re hosting our second annual Turkey Trot/5K Run from Balboa Pier to Newport Beach Pier. This event has become a tradition, complete with custom t-shirts, coffee, and breakfast for participants.
December: Santa Event
Our Photos with Santa event has become a staple, now in its sixth year. We hire a professional photographer, a Santa, and even a taco vendor to make this a full-blown holiday celebration.
And we always organize games and giveaways to entertain people between their eating and taking photos with Santa.
It’s elaborate, but the turnout and goodwill generated make it one of our most valuable events of the year.
The key to all these events isn’t just the event itself—it’s the pre-event legwork. Picking up the phone, sending personal texts, and engaging with your clients one-on-one is where the magic happens. These events are simply the vehicle for building stronger relationships.
To make it easier for you to plan your own client events for 2025, download our list here.
If you want more tips on strategies like these, join our Skool community, where we go live every Wednesday at noon to share actionable tactics for making 2025 your best year yet.
And if you found this helpful, don’t forget to share it with an agent you know.
