Most agents think the closing table is the finish line. But the best agents? They know it’s just the beginning.
Jared James says too many agents put all their energy into securing the transaction (the left side), then disappear once the papers are signed. But the real money? The referrals? The repeat business? That’s all on the right side—after the close.
And the agents who win moving forward? They’re ditching the outdated, impersonal follow-ups (goodbye, “world’s best apple pie recipe” emails) and leaning into strategies that actually keep them top of mind in a meaningful way.
At BAM Pro Bowl II, Jared broke down exactly how to do that (BAMx members can watch the full replay inside our Skool Community). Here’s a clip from his presentation:
So, how do you stop losing past clients to competitors? Jared outlined three things every agent should be doing after the close.
3 Things Agents Can Do to Stay in Touch with Clients After the Close
When asked, “What should agents be doing to stay in touch with clients after the close?” Jared was quick to follow up in a new Reel:
Here’s a quick breakdown of three things agents should be doing after the close:
1. Annual Homeowner’s Insurance Check-Ins
Homeowner’s insurance is a hot topic right now, and it’s something every client has to deal with. Set a reminder to check in with them two weeks before their annual policy review.
You don’t need to sell them on a new policy—just be part of the conversation. This small touchpoint keeps you in their world and reinforces your role as a trusted resource.
As Jared points out, not every conversation needs to lead to a deal; but every conversation should keep the relationship alive and growing.
2. Become Their Go-To Vendor Resource
Homeownership comes with endless projects, and your past clients constantly need contractors, landscapers, plumbers, and more. Instead of letting them search Google, be their first call.
- Build and share your vendor inventory—a list of trusted service providers.
- Proactively check in when homeowners might need services (think: seasonal maintenance, post-storm repairs, or renovation trends).
- The goal is simple: when they think about their home, they think about you.
3. Send Property Impact Reports (Not Just CMAs)
Forget the automated home value emails that end up in spam. Instead, send Property Impact Reports—real updates on factors that affect their home’s value:
- Sales in their neighborhood
- New development projects nearby
- Changes in interest rates that impact local pricing
These reports position you as an expert, not just a salesperson. Every time they see your name in their inbox, they’re reminded of your value—not just your last transaction with them.
Mind the Implementation Gap
The biggest excuse agents have? “I don’t have time to do all of this.” That’s where automation comes in. This is not an invitation to set-and-forget all your client outreach. We don’t recommend that.
Use it where it makes sense so you can spend more time on the things that can’t be automated.
Platforms like Mosaik.io handle these post-close touchpoints for you—automatically sending homeowner’s insurance reminders, vendor recommendations, and customized property impact reports. It keeps you in front of your past clients without the manual effort.
There’s a reason Jared James recommends it to his audience.
What are you doing now to make meaningful touchpoints with your clients after the close?
