2026 Q1 Client Retention and Referral Plan
2026 Q1 Client Retention and Referral Plan
2026 Q1 Client Retention and Referral Plan
2026 Q1 Client Retention and Referral Plan
2026 Q1 Client Retention and Referral Plan
2026 Q1 Client Retention and Referral Plan
2026 Q1 Client Retention and Referral Plan

The Content Vault - Marketing for Real Estate Agents

2026 Q1 Client Retention and Referral Plan

Sale price$399.00Regular price $632.98

NEW YEARS SPECIAL! GET $228 OFF FOR A LIMITED TIME!

The average person knows at least 6 people who will buy or sell real estate this year.

How many of those deals are actually coming to you?

If your answer isn’t “most of them,” it’s not because you’re a bad agent.

It’s because staying top of mind consistently is hard… and time-consuming… and easy to push to “later.”

That’s exactly why I created the Q1 Client Retention and Referral Plan.

The Marketing Plan includes Calendar Magnets, New Years Cards, February and March pop-bys, a custom 2026 Holiday Smartplan and setup of the DTD2 system setup inside your Command so that you consistently, repetitively market to your database and past clients to remain their #1 choice when they, or anyone they know, have a real estate need!

WHAT'S INCLUDED

  • 50 Branded Calendar Magnets ($84.99 Value)
    A simple January touch that will stay on your client's fridge all year long!

  • 50 Happy New Year Cards ($98.99 Value)
    Couple the magnets with a Happy New Year card for a personalized touch.

  • 25 Simmer Pot pop-bys ($75 Value)
    Simmer pot kits are the perfect pick me up during the long, cold winter days. These kits come fully assembled with a tag customized with your information. All you have to do is pop-by your clients house and deliver them! Kits are delivered directly to your Market Center for easy pick up.

  • 50 "Lucky to Have You As a Client" March Pop-Bys ($75 Value)
    Celebrate St. Patty's day by letting your past clients, SOI or database know how lucky you are to have them! Each pop-by comes fully assembled with a $1 scratch off ticket, three "gold" chocolate coins and a tag customized with your information! Easy to drop off or mail! Pop-bys are delivered directly to your Market Center for easy pick up.

  • 2026 Holiday Smartplan ($149 Value)
    Don't scramble at the last minute to send out Holiday messages throughout the year! We setup and schedule 10 customized Holiday Emails in Command

  • 2026 DTD2 Database Tagging Setup ($50 Value)
    We tag your database according to the 2026 DTD2 schedule, so you always know who to contact and when.

  • Quarterly DTD2 Call SmartPlan ($100 Value)
    Now that your database is setup, we also launch a dedicated SmartPlan that gives you suggestions on what to say during each DTD2 database call (training included!).

FULL PACKAGE VALUED AT $632.98

DISCOUNTED TO $399 FOR A LIMITED TIME ONLY!

Upon checkout you will receive a link to schedule a consultation to choose design options.

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FAQs

I am not good at designing marketing, what do I have to do? 

Nothing, we do it all for you! We will meet and go over your design choices, then everything will be customized with your information and delivered completed.

How do I pick what designs I want?

After purchase you'll get an email to schedule a consultation with me. During the consultation you'll pick the magnet and holiday cards designs (there are 4 to choose from). We'll also go over how to use the DTD2 system and the content for your Holiday emails.

When will everything arrive?

The calendar magnets and New Year's cards will be delivered within 1 week of confirmation of design. The 2026 Holiday Smartplan and DTD2 tagging system will be setup inside your Command within 3 business days. The 'Simmer Pot' drop-bys and 'Lucky to Have You as a Client' Drop-bys will be delivered by the end of January to your Market Center. They come already assembled with custom tags that contain your information and are designed to be delivered to your clients in February and March.

What is the DTD2 Method and how does the Smartplan work?

The DTD2 Method is a system that will set you up to contact your database quarterly by focusing on two letters of the alphabet weekly. We tag your database accordingly and then you will get an email every week with which letters to call and suggested conversations to have.

Can I get more than 50 Magnets or Cards, or 25 pop-bys?

Yes! Email me at info@contentvaultre.com or use the Need Help? Chat button on the website to reach out to me and I will create a custom quote for you.