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Sphere Marketing Check Ins

What is Sphere Marketing Check Ins?

Staying connected with past clients is one of the most cost-effective ways to generate repeat business and referrals. By maintaining the relationship, you ensure they think of you first when it’s time to refinance, move, or recommend you to friends and family.

The Right Audience

Homeowners you’ve previously worked with, including buyers you’ve helped finance and past refinance clients. They represent a warm audience who already understands your value and are more receptive to new offers and updates. Past Client Static List Purchase Date Loan Origination Date

The Right Message

Messaging should be warm, appreciative, and focused on continued partnership. Remind them of your past work together, acknowledge their loyalty, and highlight opportunities like equity growth, favorable rates, or financing for a new purchase. Keep it personal, not salesy.

Key Themes

Stay connected to clients you already helped
Highlight equity or refi opportunities
Encourage referrals through appreciation

Calls to Action

Let’s reconnect and review your options
See how much equity you’ve built
Refer a friend or family member today

Browse Sphere Marketing Check Ins Templates in our Marketplace

Example Templates

Outreach Channels

Direct Mail and Phone calls create a personal|trusted connection that stands out. Email provides an easy way to share timely updates and resources while reinforcing your ongoing support. Together|these channels build lasting relationships without requiring complex or high- tech solutions.

Recommended

Direct Mail
Phone

supporting

Email Marketing

Measuring Success

Track the number of repeat loans, refinances, and referral clients generated from past relationships. Measure engagement through response rates, scheduled consultations, and long-term client retention.