Stay Top of Mind in 2026: Your Monthly Client Touch Plan

The new year is right around the corner, and there’s no better time to start planning for success. In real estate, staying top of mind with your clients is key to building long-term relationships, generating referrals, and keeping your business thriving. But how do you consistently connect without overwhelming yourself? That’s where a structured monthly touch plan comes in.

Why a Monthly Touch Plan Matters

 Clients and past clients are your most valuable advocates. Consistent, meaningful communication keeps you front and center when they—or someone they know—are ready to buy or sell. Small touches each month can make a big impact:

Phone calls: A quick check-in shows you care about your clients’ lives, not just their transactions.

Cards & notes: Handwritten or personalized messages leave a lasting impression that digital messages can’t replicate.

Pop-bys: A friendly, unexpected visit or small gift can reinforce relationships in a memorable way.

How to Make It Simple

 Consistency is key, but planning ahead makes it easy. That’s why we’ve created a 2026 Client Touch Planner—a ready-to-use tool to map out calls, cards, and pop-bys each month. With your plan in hand, you’ll know exactly when and how to reach out, making staying top of mind effortless.

Tips for Success

Schedule your touch points: Add them to your calendar to make them non-negotiable.

Personalize every interaction: Reference past conversations, milestones, or life events.

Track your results: Keep a simple log of what worked best to refine your approach.

Take Action Today

 Start 2026 strong by watching our quick video on building your monthly touch plan and download your 2026 Client Touch Planner to make it actionable. Small, consistent efforts now will pay off all year long with stronger relationships and more referrals.

Download your planner here