The short answer
Contact active seller prospects every 30 days and past clients and sphere homeowners every 60 to 90 days. More than twice a month without real news invites fatigue and unsubscribes. Less than once a quarter hands the listing to whichever agent reached out last.
The 4-Tier Cadence Matrix
- 1
Tier 1: Active warm leads (0 to 6 months out)
Every 14 to 30 days. Pair their home value update with recent pending and sold homes nearby.
- 2
Tier 2: Past clients and sphere (1 to 5 years out)
Every 30 to 60 days. A monthly or quarterly home value update plus a purchase-anniversary check-in.
- 3
Tier 3: Cold or disengaged contacts (2+ years quiet)
Every 90 days. A no-pressure equity check-in that also confirms they still own the property.
- 4
The Channel Balance Rule
Keep roughly 90% of touches automated and useful (value updates) and 10% personal and high-impact: a handwritten note or a quick text when a home on their block closes.
- 5
Re-tier twice a year
Anyone who replies or asks about value moves up a tier. Anyone who just bought or sold moves down.
How Touchpoint Valuation automates this
Each contact in Touchpoint Valuation can be set to monthly, quarterly, semi-annual or annual updates, so every tier gets the right cadence automatically instead of one schedule for your whole list.
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