Stay warm, stay their advisor. Build the light yearly rhythm that keeps you unforgettable.
How to use this: out of sight is out of business. You don't lose past clients to a rival, you lose them to forgetting. A few warm, personal touches a year fixes it. Build your rhythm here, then put the dates in your CRM. Set it once, let your CRM remind you.
Personal beats promotional: a deals newsletter trains them to ignore you. A note that's about THEM (their birthday, their trip, the thing they mentioned) makes them feel remembered. Always choose personal.
1 · Your yearly touches
When
The touch (personal, not a pitch)
Birthday
Trip anniversary
"Thought of you"
Seasonal hello
A just-because check-in
2 · Make it run
your CRM (Tern), birthdays and trip dates as recurring reminders. If it's not scheduled, it won't happen.
3 · Your "where to next?"
"Saw this and thought of your someday-Japan dream..." keep the seed watered, never a pitch
4 · Your high-impact touches
Relevance beats frequency. Research shows people tune out too much follow-up and anything irrelevant. So go high-impact and low-frequency: the right touch, at the right moment, beats a stream of noise. Pick the one or two you'll lean on most.
a strategically placed direct message · a handwritten note · a personal text · a thoughtful comment on their post · a genuinely useful newsletter (built in 6.2)
"reach out only when I have something that's actually about THEM. Aim for a handful of well-timed touches a year, never a steady drip." Also: follow and lightly engage on social to stay present between touches.
Put your Second Mate to work
Two prompts to try now. The full set is in the library, How to Prompt Your Second Mate. Swap the [brackets] for your details.
Map my yearly touch calendar
Design a light, personal "stay top of mind" calendar for my past travel clients: a handful of warm touches across the year (birthday, trip anniversary, thought-of-you, seasonal, where-to-next). Personal, never a sales blast. Tell me what to send and when. My voice: [VOICE].
Write a personal note (not a blast)
Write a short, warm, personal note to a past client for [OCCASION], referencing [THEIR TRIP / DETAIL]. It must feel like I genuinely remember them, NOT like marketing. No deals, no pitch. My voice: [VOICE].
Marketing Journeys · The Tradewinds Method · We don't hand you a course, we build your business with you. Automating your touch calendar is in the Specialty Library. Stuck? Bring it to Professor Hours, book a 1:1, or hire us.