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Staying in touch with your sphere of influence is one of those things every agent knows they should be doing, and yet so many agents avoid it. I’ll be the first to admit that I’m in the introvert camp. Striking up small conversations doesn’t come naturally to me, and for a long time, that made SOI outreach feel like a chore I kept putting off.
If that sounds familiar, you’re far from alone. Call reluctance is one of the most common struggles in this business, and it quietly costs agents more referrals than they’ll ever know.
The fear of being annoying is almost always in your head. When I talk to agents about why they’re not calling their sphere, the answer is almost always “I don’t want to be pushy” or “I don’t want to bother people.” Rarely is that fear based on anything a past client actually said. It’s an internal story we tell ourselves, and it keeps us from reaching out to people who genuinely would be happy to hear from us.
Think about it from the other side. You worked closely with these people through one of the biggest transactions of their lives. Most of them don’t see you as just their agent anymore. They see you as a friend. Checking in on a friend isn’t pushy. It’s what friends do.
Lead with genuine interest, not a sales pitch. When I reach out to someone in my sphere, I don’t lead with anything business-related. I’m just calling to see how they’re doing. “Hey, Clark, this is Troy. How you been?” and then I let it go wherever it goes.
If they want to talk about real estate, they’ll bring it up. If they want to talk about their kids, their job, or what they did over the weekend, even better. And if you catch someone at a bad time, don’t read into it.
Just wrap it up with something like, “Sounds like you’re in the middle of something. I was thinking about you and wanted to say hi. Let’s catch up soon.” End it warmly and move on. They’ll remember that you called, and they’ll appreciate it more than you think.
Build a system so you don’t have to stress about who to call. The hardest part of SOI outreach for most agents isn’t the conversation itself. It’s deciding who to call and when. That’s where a calling system like Mojo makes a real difference. Your contacts are loaded into a list, scheduled, and ready to go. When you sit down to make calls, you’re not scrolling through your phone trying to figure out who you haven’t talked to in a while. You’re just working through the list, one call at a time.
Keep notes on each person so you can reference something personal when you connect. Their spouse’s name, their kids, something they mentioned last time you talked. Those details are what turn a check-in into a real conversation, and real conversations are what keep you top of mind when someone they know is ready to buy or sell.
Meet people where they are, not where it’s easiest for you. Some people in your sphere are at work during the hours you’re making calls. Some just aren’t phone people. A quick text works just as well for those contacts. “Hey Mike, I was thinking about you. Can we grab coffee sometime?” or “Hey Susie, how are the grandkids?” takes a few seconds and still lands the same way.
For certain people in your database, a handwritten note or a thinking-of-you card in the mail hits even harder because so few people do it anymore. The method matters less than the consistency. Pick the approach that fits the person and make sure you’re showing up regularly.
Consistent touches turn past clients into a referral pipeline. When you’re consistently reaching out to the people who already know, like, and trust you, referrals come in without you ever having to ask for them. The relationships do the work for you over time, but only if you’re maintaining them. A system keeps you accountable, and a genuine interest in the people you’re calling keeps it from ever feeling forced.
If you want help putting together a system for staying connected with your sphere, figuring out what to say, or coming up with ideas for how to re-engage contacts you’ve lost touch with, I’m always happy to talk it through.
Call or text me at 530-570-1630, email me at troy@troydavisrealestate.com, or visit careers.actionrealtyca.com. I look forward to hearing from you.
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