the agent os
Lead Gen · System

The 33-Touch Plan

33 intentional touches a year keeps you top of mind so referrals become inevitable. Here's the actual math to 33, adjust the mix to your style, but keep the total.
The Math to 33 (per contact, per year)
Touch typeWhat it isCount
Monthly value emailMarket update or item of value, every other month6
Monthly postcardJust listed / just sold / testimonial, alternating months6
Client-appreciation eventQuarterly, the invite and the follow-up4
Handwritten notesBirthday, home anniversary, thank-you, thinking-of-you4
Seasonal touchesNew year, spring, fall, holiday card4
Personal callsA real check-in call, once a quarter4
Value / personalRelevant article, referral intro, coffee invite, annual home-value review, a just-because text5
TOTALIntentional touches per contact, per year33
Train them to refer you. On the calls and coffees: “If you knew someone thinking of buying or selling, would you feel comfortable referring them to me?” Almost always yes. That’s the whole point of the 33.
This Month’s Touches, who gets what