Steady
Always on, all year.
Regular touches to your whole database every month. We schedule your database outreach so everyone gets regular touches in a way that fits your preferences and style.
For agents who like the Ninja Selling approach.
Stay in touch with your whole database.
Outreach keeps your database warm: an organized contact list, email marketing, text nurture in your voice, and annual home value reviews.
2 qualified opportunities in 90 days, or we work free. How the guarantee works
Pick how we keep in touch.
Every path includes outreach. Choose the rhythm that fits how you like to work.
Sprint
Four focused pushes a year.
Each push aims at a goal you set, such as reconnecting with your whole database or growing referrals. We handle all of the outreach for each push.
For agents who like The 12 Week Year approach.
Event-Anchored
Nurture built around your events.
Year-round nurture, plus promotion for the events you host: flyers, email invites, RSVP tracking, and outreach.
For agents who host client events.
Steady and Sprint come with the Essentials and Growth plans. Event-Anchored comes with Growth.
Four ways we keep your database warm.
Each one is explained below, with real examples.
Database organization
We take your contacts from a CRM, a spreadsheet, or wherever they live and organize them into clear segments built for outreach and tracking.
See how it worksEmail marketing
Newsletters, listing updates, open house invites, and market updates, sent with tracking.
See how it worksText nurture
Check-in texts drafted in your voice, with personal details, ready to send.
See how it worksAnnual home value reviews
A personal home value review for each past client on their home anniversary, so you deliver real value instead of a standard check-in.
See how it worksDatabase organization
Know who is in your database and who they are to you.
Most agents have contacts scattered across a CRM, a phone, old email lists, and a few spreadsheets. Nurture only works when each person gets the right message, so we sort everyone first.
- 1Bring it togetherWe pull your contacts from your CRM and wherever else they live.
- 2Clean it upWe merge duplicates and fill in missing details.
- 3Sort into segmentsPast clients, sphere, active clients, and leads.
- 4Tag it in your CRMEach group gets the right messages at the right time.
Before: one messy list
Jen Millerjmiller@gmail.comduplicate
jennifer millerjen.miller@gmial.comduplicatebad email
MIKE Dno emailno phone
(no name)sarah_r@example.comno group
After: organized segments
Past clientsJennifer Miller
SphereMike Davis
Active clientsSarah Reyes
LeadsDan Smith
Sample contacts shown.
Email marketing
Newsletters that look like you and reach your people.
Monthly newsletters, listing updates, open house invites, and market updates, designed in your style and sent to the right group in your database.
Snippets from ForgeLink clients' newsletters, designed with your input and sent by us.
1
Your own sending domain
If you don't have one, we set it up, so your emails come from an address that is yours.
2
A real email platform
We connect you to a legitimate email platform, built for sending to a list.
3
Tracking you can read
See your delivery rate, open rate, and click-through rate for every send.
Text nurture
You send every text. We do the drafting.
Past clients should hear from you, not from a mass text tool. That protects your authenticity as an agent. We draft each check-in in your voice. You review it, approve it, and send it yourself, without the time and energy it takes to track who needs outreach and come up with what to say.
We learn your voice
We build a voice profile from your own sent emails, so drafts sound like you.
We learn your people
We research your email history and write a personal summary for each past client, with real details about them.
You approve and send
The task and draft show up in your CRM. You approve it and send it from your phone.
1
2
Zero mental bandwidth
2
Drafted in your voice
You don't have to think of what to say. Each message is written the way you write, and it references personal details about the person, so the conversation stays genuine.
Not quite right? Reject the draft, say what's off, and it regenerates using your feedback, all inside your CRM. You're never stuck with the first version, and it gets closer to your voice over time.
Never lose track
1
Tasks appear on their own
Every touch is created as a task in your CRM, so you never have to keep track of who to reach out to. You just get prompted.
Screens shown with a sample contact.
Annual home value reviews
Deliver real value to your past clients, every year.
On their one-year home anniversary, each past client gets a personalized report on their home. It's not just a check-in. It's something useful they will keep, and it builds trust and makes you the local real estate expert they think of first.
- What the home is worth. An estimated value range for their address.
- What sold nearby. Recent sales in their neighborhood.
- Market data for their area. Prices, days on market, and inventory.
- Property tax check. Their estimated annual tax, the exemption they qualify for with a link to apply, and the appeal deadline for their county.
- Your Home Care Plan. Personal to their home. Built on the age of their major systems, so it tells them what is most likely to need attention.
- Contractor resources. Trusted names for common repairs, services, and inspections.
We build each report from the property disclosure and the other records from your transaction, so it is specific to that home.
Annual home review
Your one-year anniversary
123 Sample Street, Atlanta, GA
Estimated value
$418,000
Range $409,000 to $427,000
Sold near you
118 Sample St$421,000 · 12 days
204 Example Ave$409,500 · 21 days
77 Placeholder Ln$432,000 · 9 days
Your area
$396K
Median price
28
Days on market
142
Active listings
Property tax check
Estimated annual tax$4,860
Homestead exemptionYou qualify. Apply online
Assessment appeal deadlineJune 1, 2027
Your Home Care Plan
HVAC, 14 years oldService every spring and fall
Water heater, 11 years oldNear end of life, plan ahead
Roof, 17 years oldInspect after major storms
Trusted contractors
Plumber: Sample Plumbing Co.
HVAC: Sample Air
Roofer: Sample Roofing
2 qualified opportunities in 90 days, or we work free.
If we miss
We keep working free for 90 more days, or until you get them.
What counts
Qualified means a named buyer or seller who has booked a next step with you.
Who it covers
Essentials and Growth plans, for agents with 100 or more past clients.
Book a discovery call and we'll show you how outreach would run for your database.