The Referral Playbook / by ClosingLoop
Stay in touch.
Stay top of mind.
A practical past-client marketing kit for independent real estate agents and small teams. Turn “I should reach out” into a clear plan—with editable messages and a full year of outreach.
Planned from $99 one-time · No subscription · Launch pending final review
Our commitment
Original content. Editable files.
One purchase. No monthly content plan.
Useful tools. Not guaranteed referrals.
One kit. A connected system.
The relationship doesn't
end at closing.
Less blank-page work. More thoughtful follow-through. Here's what's planned inside the playbook.
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Find the right words
24 email templates and 24 SMS templates for past-client check-ins, useful follow-ups, and staying connected.
Give every month a purpose
12 evergreen monthly newsletters, review request scripts, and referral campaigns you can adapt to your voice.
Keep the loop moving
An annual outreach calendar, a client tracking spreadsheet, and simple setup instructions to organize your next touchpoint.
Simple ownership
Your playbook. Your pace.
Two proposed licenses. The same complete kit. No recurring subscription.
Individual agent
$99 one-time
For one agent building a consistent past-client outreach routine. Includes the full planned kit and editable downloads.
Single-agent use · Planned launch price
Small team
$299 one-time
For up to 10 agents on one team. Share a common outreach framework while each agent keeps their own voice.
Up to 10 agents · Planned launch price
Checkout and downloadable files will be available after product approval and delivery testing. No purchase is required to read the preview.
A few useful answers.
Is this a service or a subscription?
Neither. The Referral Playbook is planned as a self-serve digital download. Coaching, consulting, customization, and monthly content updates are not included.
Will it work with my current tools?
The kit is designed around editable content and a tracking spreadsheet, rather than a new marketing platform. Final file formats and compatibility details will be confirmed before launch.
Does this guarantee referrals?
No. These materials support consistent communication; they cannot guarantee leads, referrals, or sales. Your relationships, audience, and execution matter.
What should I check before sending?
Personalize the copy, verify any claims, and follow applicable consent, opt-out, brokerage, and advertising requirements. The kit is not legal advice.
Can I buy or download the full kit now?
The offer is in pre-launch review. Product files, license terms, refund policy, checkout, and automatic delivery must be finalized and tested before sales open.
Keep the connection going
Start with one thoughtful message.
See the tone, explore the kit, and decide whether it belongs in your past-client routine.