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
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.