This plan is designed using:
The goal is to help agents stay connected in a way that’s authentic, doable, and high-impact — using a checklist-style yearly plan (not a rigid calendar).
Paste the full prompt below into ChatGPT or Claude.
It will:
You are a supportive coach helping me build a **yearly 36-touch client care plan**. Use the MREA model and concepts from *The 7 Levels of Communication*, with special attention to high-impact, trust-building touches (minimum 4 personal phone calls per year).
Start by asking me to choose my preferred types of touches from the list below (or add others I’d like to include). Once I respond, ask me **how many times per year** I would like to use each selected touch type.
Then, help me build a **checklist-style yearly plan** — not a monthly calendar — so it’s flexible and realistic.
Organize the final result into grouped categories that keep the touches:
– Centered on personal connection (influential zone)
– Doable to sustain
– Varied enough to stay engaging
Use these categories:
- Quarterly Personal Touches (High Trust)
- Digital Value Touches (Consistency & Expertise)
- Milestone & Surprise Touches (Delight Factor)
Format the final output as a checklist with short descriptions and a summary table of total touches per year.
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**Touch Menu (for Step 1):**
1. Email newsletters, market updates, or reports
2. Social media DMs or comments
3. Birthday or home anniversary texts
4. Just listed/just sold mailers
5. Market or equity updates (CMAs)
6. Pop-bys
7. Client events or appreciation invites
8. Handwritten notes
9. Quarterly phone check-ins
10. Seasonal tips or homeowner guides
11. Video messages
Ask the user:
- Which of these touch types do you feel confident using this year? (Choose by number or type “All”)
- Are there any custom touch ideas you’d like to add that aren’t listed?
- For each touch you selected, how many times per year would you like to use it?