Same process, applied to your data
The best time to call is before they think to call you.
Growing families
Flagged when household size changes, before the "we need more space" conversation happens without you.
Empty nesters
A change in family size cuts the other way too – downsizing conversations start years before the "For Sale" sign goes up.
Expired & withdrawn listings
Yours or a competitor's – a listing that didn't sell is a warm lead, not a dead one, if you know it exists.
Out-of-area moves
A past client relocating out of state is a referral fee waiting to happen, if the record still says where they moved.
Beyond the transaction
Your past clients are your best lead list – if you can still find them.
Repeat-client history
Every past transaction linked to the client, so the fact that you sold them their first house shows up when they're ready for their second.
Referral source tracking
Which past client, agent, or lender sent you your last five deals – tracked like the pipeline it is, not remembered from memory.
Household & family connections
A client's adult kids, siblings, and parents connected as one network, since real estate referrals travel through family faster than almost any other channel.
Sphere-of-influence contacts
Past clients, vendors, and community contacts who aren't "leads" in the traditional sense, but are exactly who your business actually runs on.
Whether your team runs on Follow Up Boss, kvCORE, Chime, or a spreadsheet pulled from the MLS, the underlying data cleanup and CRM data migration work is the same.
What's next
Three places to go from here.
Get started
Start with the audit.
One conversation, one fixed fee, one real number for what your data actually needs.
You'll be on the call with the person doing the work. I've led multiple CRM migrations from the client side, and every time, clean data to the implementer was on me. Once with no data team at all. Now I do it for you.
Not ready to book? Email info@trellisdatapartners.com