Use case · Clients segment

The client who'll transact in 18 months.

A transaction is never a matter of luck. It's a matter of book.

Automatic cycle

Sophie comes back in 18 months.

12-month cycle — 8 automatic touches, calibrated to long horizons.

Referys

Sophie bought her apartment in Lisbon a few months ago. Remotely. Without even visiting.

She likes the neighborhood. But the family is growing and the apartment is already too tight. In 1 to 2 years, they'll sell to buy bigger.

"We'll call on you."

Then she hangs up.

The call ends up in a corner of the mind. A note on the iPhone. A line in Excel. A vague follow-up to "check later."

At 6 months

it's fuzzy

At 12 months

it's filed

At 18 months

it's forgotten

At 24 months, Sophie gets the call from another agent. The one who, this time, had a system.

The agent logs the conversation in 20 seconds via voice dictation. Sophie is filed under the Clients segment. From there, the system takes over.

1D+45
Pepito reminds the agent to check in. Message pre-written, contextualized on what we know about her.
2D+90
New touch, different angle. Seasonality, real-estate market, or personal occasion.
3D+135 → D+315
8 touches in total over the year, calibrated to long horizons.
4Month 18
Sophie is still in natural monthly contact. When the need materializes, the call is obvious. Not cold. Not opportunistic.

The agent no longer has to remember.

No longer has to wonder when to follow up.

No longer has to wonder what to write.

Does the job — meet, listen, advise.

The system tends to what was sown.

58%

of real-estate transactions come from word-of-mouth and the client book.

Referys is the tool that makes this statistic actionable rather than suffered.

14 days free. No card. No commitment.

Case inspired by a real conversation with a user agent. The first name, city and details have been changed.