18 DAYS AGO • 2 MIN READ

The dentist never forgets. You do.

profile

The Heist

Marketing playbooks for real estate agents, stolen from every industry except this one.

Hi Reader

You'll get a reminder from your dentist about every six months. You didn't ask for it. You won't be annoyed by it. And you'll still show up.

Here's what's wild: nobody at that office is up at 9 pm thinking, "I really should reconnect with Reader"

Before you even left the chair, the front desk booked your next visit six months out. Then, when it rolls around, an automated reminder nudges you — and in you walk. The dentist never had to remember you. The system did.

That's the whole trick. Dentists quietly solved the exact problem that's killing your pipeline.

Because here's the honest truth about your follow-up: it doesn't die at the third touch because you're lazy. It dies because it depends on you remembering — and you're busy, the lead goes cold, and by the time they cross your mind again, it feels weird to reach out.

(One of you hit reply last week and nailed it: "follow-up dies at the 3rd touch because I usually forget by then." You're not the problem. The system is just missing.)

So build the dentist's system: decide the next touch before the current one ends, and let automation handle the remembering.

But here's the part the dentist can't teach you. That reminder works because it's useful. Your follow-up only works if every touch is genuinely valuable and genuinely personal. Automation buys back the hours. That frees you to do the one thing that actually closes deals: build the relationship and put useful information in front of people.

The good news is that the valuable stuff is exactly what you can automate. Home value alerts. A market activity report for their zip code. The listing that just hit the market and matches what they told you they wanted. Set those to fire on a schedule (plenty of platforms will do it, and RealScout does all three). That frees you up for the personal notes that make them land.

The agent who "just happens" to reach out at the perfect moment with the perfect info isn't more thoughtful than you. They just built themselves a dentist.

The Never-Forget Follow-Up Map — set it once per new contact. Mix automated value with a personal touch so nothing depends on your memory:

  • Day 2 — Personal. A short note pointing back to something specific they said. No pitch. "Great to meet you — here's that thing you mentioned."
  • Week 2 — Valuable (automate it). Their first saved search or Home Value Alert, matched to exactly what they told you they wanted.
  • Month 2 — Valuable (automate it). A quick market report for their neighborhood: what sold, what it means for them.
  • Every quarter, forever — Personal + valuable. New listings that fit, plus one real line of check-in. "Saw this and thought of you."

Find the five warmest leads you've gone quiet on. Don't send anything yet — just schedule the next touch for each: a date, plus which item from the map. Ten minutes, and you've done the one thing that separates the agents who follow up from the ones who always meant to.

Alice

P.S. This issue exists because a bunch of you hit reply and told me follow-up was the thing eating you alive — Jacob, Becki, Maria, Cori, Chris, I heard you. So keep doing it: reply and tell me the next thing you're stuck on. I read every single one.

The Heist · Marketing playbooks for real estate agents, stolen from every industry except this one.


Unsubscribe · Preferences

The Heist

Marketing playbooks for real estate agents, stolen from every industry except this one.