Build Your Referral Foundation in 10 Days— DIY or DFY
The SOI Foundation Setup gives agents a complete 90-day system to start generating referrals from past clients. After that? Keep managing it yourself, or let me handle everything monthly.
You have 50+ past clients but can't remember the last time you reached out to them
You feel guilty about not staying in touch, but you're too busy to know where to start.
You know referrals are the easiest business to get, but you're not getting them.
You send a holiday card once a year and call it "staying in touch."
You have no system for birthdays, anniversaries, or regular check-ins.
You've lost business to other agents simply because you weren't top-of-mind when your past client's friend needed a realtor.
You wing it when it comes to nurturing your sphere—there's no plan or consistency.
You feel weird about asking for referrals, so you just... don't.
If you checked 3 or more boxes, keep reading.
Sound Familiar?
Here's what ignoring your sphere of influence is costing you:
The Reality:
82% of clients would use their agent again but only 12% actually do (because agents don't stay in touch)
25% of top-producing agents generate 50%+ of their revenue from referrals
The average agent's sphere contains 150-200 people who could send referrals
Each referral is worth $10,000-15,000 in commission with minimal marketing cost
What You're Losing: If you have 100 past clients and they each know 10 people who might buy/sell in the next 5 years, that's 1,000 potential referrals sitting in your database.
But you're only getting 2-3 referrals per year (if that).
Meanwhile, the agent who DOES stay in touch systematically is getting 10-15+ referrals annually from a sphere half your size.
That's $80,000-150,000 in lost commission every year.
And it's not because your past clients don't like you—it's because they forgot about you when their cousin mentioned needing a realtor.
THE COST OF DOING NOTHING
THE SOLUTION:
THE SOI FOUNDATION SETUP
This is a 90-day sphere of influence nurture foundation that I build specifically for your business. In just 7-10 business days, you'll have everything you need to start systematically staying top-of-mind with past clients and your network.
After your systems are set up and running, you'll have two options:
(1) Continue managing it yourself with the habits you've built, or
(2) Upgrade to my Done-For-You Management service where I handle everything monthly for $397/month.
No more guessing what to say. No more forgetting
to follow-up. No more lost deals.
Here's exactly what you get in your SOI Foundation Setup (completed in 7-10 business days):
✅ FOUNDATION AUDIT & SEGMENTATION
Full Database Review - I'll audit your current database and identify everyone who belongs in your sphere of influence.
3-Tier Contact System - Organize your sphere into A-list (past clients), B-list (warm connections), and C-list (professional network) with proper CRM tagging.
Birthday/Anniversary Setup - I'll input important dates and set up automated reminders in your CRM.
✅ 90-DAY STARTER NURTURE PLAN
3-Month Action Calendar - Detailed plan showing exactly what to do for your first 90 days.
4 Pre-Written Email Templates - Ready-to-send emails for: (1) Re-introduction/re-connection, (2) Market update, (3) Check-in, (4) Referral request.
Touchpoint Strategy Guide - Clear instructions on how often to contact each tier and through what channels.
✅ AUTOMATION FOUNDATION
Birthday/Anniversary Automation - Basic automated email sequence set up in your CRM.
Post-Closing Referral Request - Simple automated sequence that triggers after each transaction.
Monthly Reminder System - Calendar reminders so you never miss a scheduled touch point.
✅ TRAINING & DOCUMENTATION
45-Minute Training Call - I walk you through your new system and how to use it.
Quick Start Guide - Step-by-step instructions for executing your first 90 days.
WHAT'S INCLUDED
TWO OPTIONS TO CHOOSE FROM
OPTION #1: DIY Foundation - $397
Best for: Agents who want to manage their own sphere nurturing and just need the system set up
You get: 90-day foundation setup, templates, automation, training
You do: Execute the monthly emails, calls, and touch points yourself
Time commitment: 6-10 hours per month
OPTION #2: Done-For-You Setup + Management - $397 setup + $297/month
Best for: Agents who want consistent referrals without the monthly work
You get: Complete setup + I handle all monthly execution for you
You do: Approve content and show up to client events
Time commitment: 30 minutes per month for approvals
Most agents start with Option 1 to test the system, then upgrade to Option 2 within 60-90 days when they realize how much time it saves and how many referrals they start getting.
Total Value (Option 1): $697
Your Investment: Just $397
Total Value (Option 2, First Year): $3,961
Your Investment: $397 + $3,564/year = $5,011/year
ROI if you get just 2 new referrals: $20,000-30,000 in extra commission
WHY CHOOSE ME?
I'm not just another VA who sends generic follow-ups.
I'm a licensed real estate agent in Arizona with 15+ years of business operations experience. That means:
✓ I know what converts - I've seen which messages get responses and which get ignored
✓ I understand buyer psychology - I know how to write follow-up that doesn't feel pushy
✓ I know the sales cycle - I understand when leads are hot vs. just browsing
✓ I speak real estate - Your templates will sound professional, not generic
When you work with me, you're getting follow-up sequences that actually sound like a real agent wrote them—because one did.
Ready to build your referral foundation?
Think about it: You've worked hard to build relationships with dozens (or hundreds) of past clients. They WANT to send you referrals—they just need to remember you exist.
This foundation makes that happen.
Choose Your Path:
👉 OPTION 1: DIY Foundation - $397
Get the complete 90-day setup, then manage it yourself.
👉 OPTION 2: Foundation + Done-For-You - $397 + $297/month
Get the setup, then I handle all monthly execution for you.
Or book a free 15-minute call if you have questions: