Thursday is your Database Day.
Run this kit during your Power 2 Hours — 8–10 AM Thursday. Lead with reconnect outreach before anything else hits your calendar.
This kit powers 13 of your 23 daily contacts — your 10 database touches and 3 referral asks. (Agent + lead follow-up live on their own theme days.)
Five texts today. That's the whole start.
Don't overthink it. Reactivation isn't a campaign — it's caring out loud.
The "100 people you know" list
You know more people than you think. Aim for ~10 in each row.You don't need to buy leads — you need to remember who already knows and trusts you. Fill in roughly 10 names per category and you'll have a warm list of 100 fast.
Segment 1 — Past Clients
They already trust you. Stay top of mind; referrals follow.Past Clients
Who: people I have worked with on a home purchase. Goal: I stay available for homeownership questions and first-time buyer introductions.
Subject: Thinking of you, [First Name] Hi [First Name] — no reason for this email except to say I hope you and the family are doing great in the new place. I'm here if a homeownership question comes up. If you ever need anything — a referral for a contractor, a question about your loan, anything — I'm one text away. Aquí estoy. — Kimberly
Subject: Happy home-iversary! [First Name], can you believe it's been [X] year(s) since you got the keys? I hope you're feeling settled in. No ask here — just celebrating you. If anything's changed and you ever want to look at your options down the road, you know where I am. — Kimberly
Subject: A couple things that might help Hi [First Name] — I can help you make a list of home records to keep handy and questions to ask before planning home projects in the Valley. No pressure, no pitch. Want me to take a look at anything for you? Just reply. — Kimberly
Subject: Quick favor (only if it feels right) [First Name], I help first-time buyers in Phoenix understand FHA and prepare for the next step. If someone you know has questions about buying, I'd be happy to listen and explain the process. No worries at all if no one comes to mind — just glad to know you. — Kimberly
Hi [First Name], it's Kimberly Davalos-Perez (your loan officer). No reason except to say hi and hope the house still feels like home! Always here if you need anything. Reply STOP to opt out.
Hey [First Name]! Kimberly here. If anyone you know is thinking about buying, I'd love to help them like I helped you — no pressure either way. Saludos a la familia! Reply STOP to opt out.
"Hi [First Name], it's Kimberly — your loan officer from CMS. No reason for the call except I was thinking about your family and wanted to say hi. I hope the house is treating you well. If you ever need anything at all, you've got my number. Take care — talk soon!"
Segment 2 — Not Yet Ready
People who reached out but didn't close. Stay warm; timing changes.Not Yet Ready / Didn't Close
Who: Phoenix buyers who have questions about FHA, savings, credit, or self-employed paperwork and have paused their search. Goal: I help them choose a manageable preparation step and a time to reconnect.
Subject: Still in your corner, [First Name] Hi [First Name] — we talked a while back about buying, and life got busy (it happens!). I just wanted you to know I'm still here whenever you're ready to pick it back up. No rush, no pressure. Just reply when the time feels right. — Kimberly
Subject: One step toward getting ready [First Name], if you're unsure where to start, I can help you make a list of questions about FHA, savings, and the documents a lender may need. If you work for yourself, we can start with your business records. Want me to take a fresh look at where you stand? No commitment, just clarity. — Kimberly
Subject: A free guide that might help Hi [First Name] — I can walk you through getting ready to buy your first home in Phoenix: questions about FHA, savings, and paperwork, one step at a time, in English or Spanish. Want to talk through your first step? Just say the word. — Kimberly
Subject: Whenever you're ready [First Name], I'll keep this short: my door is open. Months from now or next week — when you want to talk about buying, I'll pick up right where we left off, no judgment. Take care of yourself. Aquí estoy para ayudarte. — Kimberly
Hi [First Name], it's Kimberly from CMS Mortgage. No pressure at all — just checking in to say I'm still here whenever you want to revisit buying. Reply STOP to opt out.
Hey [First Name]! Kimberly here. I can help you make a first-home preparation list in English or Spanish. Want to start with your FHA or paperwork questions? Reply STOP to opt out.
"Hi [First Name], it's Kimberly Davalos-Perez from CMS Mortgage. We chatted a while back about buying a home, and I just wanted to reconnect — no agenda. Whenever you're ready to look again, I'd love to help. No rush at all. Give me a call when it's a good time. ¡Cuídate!"
Segment 3 — Your Sphere
Friends, family, community who may not know what you do.Your Everyday Sphere
Who: people who know me around Phoenix and the Valley — friends, familia, neighbors, and community contacts. Goal: I explain how I help with FHA, first-time buying, preparation, and self-employed income questions.
Subject: A little about what I actually do Hi [First Name] — you might not know this, but I help families here in Phoenix buy their homes as a loan officer with CMS Mortgage. I focus on FHA and first-time buying, get-ready coaching, self-employed buyers, and the everyday questions that come with shopping in the Valley. If that's ever you, or someone you love, I'm here. — Kimberly
Subject: In case it helps someone you love [First Name] — I welcome questions about buying a first home, even before someone feels ready to start. If you know anyone renting who's wondered "could that be me?", send them my way. I'll explain everything in plain language, en inglés o español. No pressure — just want to be useful. — Kimberly
Subject: Free guides for anyone curious about buying Hi [First Name] — I can help buyers sort through first-time buying, FHA, getting ready, and self-employed paperwork. If someone is thinking about a home in Phoenix or the Valley, feel free to pass along my contact information. I'm happy to talk through the questions one at a time. — Kimberly
Subject: Always here for your people [First Name], I'll keep it simple — I welcome introductions to people with questions about buying their first home in Phoenix. If anyone you know ever has a home question, I'd be honored to help. Gracias for being in my corner. — Kimberly
Hey [First Name]! It's Kimberly. Quick heads-up in case it's ever useful — I help families buy homes here in Phoenix (loan officer w/ CMS Mortgage). If you or anyone you know ever has questions, I'm here! Reply STOP to opt out.
Hi [First Name]! Kimberly here. I can explain FHA and first-home preparation in English or Spanish. Feel free to share my contact information with anyone who has questions. Reply STOP to opt out.
"Hey [First Name], it's Kimberly! Nothing big — I just realized you might not even know I help first-time buyers here in Phoenix understand FHA and get ready to shop. So if you or anyone you love ever has a home question, big or small, I want to be your person. That's it! Give me a call sometime. ¡Cuídate!"
Your simple cadence
Consistent and human beats clever and occasional.| Segment | First touch | Then | Ongoing |
|---|---|---|---|
| Past Clients | Warm text or call (no ask) | Home-iversary + helpful email | Check in every ~90 days; celebrate their moments |
| Not Yet Ready | No-pressure reconnect email | Offer a free guide; gentle value | Light touch every ~60 days until they're ready |
| Your Sphere | "Here's what I do" message | Share the free guides | Show up naturally; post your content; stay visible |
The only rule: personalize every message and only contact people you actually have a relationship with. This is reconnecting with people who know you — never cold blasting. Texts go to people who'd expect to hear from you, every text offers an easy opt-out, and nothing here is automated without your review.