The 82% You're Ignoring: Automating Your Sphere of Influence Before Someone Else Does
82% of real estate transactions come from referrals and repeat business. Your past clients are your most valuable asset — and you're neglecting them.
Marcus Kelly
PropTech Advisor
I want to tell you about two agents I worked with in the same market, same brokerage, similar experience levels, similar closing volumes. The only meaningful difference between them was how they treated their past clients.
Agent A spent $2,400 per month on Zillow Premier Agent leads. He converted at about 1.5 percent — slightly above the national average — producing roughly 4 closings per year from internet leads. His cost per acquisition was about $7,200.
Agent B spent $200 per month on a CRM subscription and a postcard service. She had 380 people in her sphere of influence — past clients, friends, family, service providers, former colleagues. She touched her database consistently, and her sphere produced 11 referral transactions per year. Her cost per acquisition was about $220.
Agent A was working harder. Agent B was working smarter. And she was outearning him by $33,600 per year in net commission income while spending a tenth of his marketing budget.
82% of all real estate transactions result from referrals, repeat business, or personal contacts
NAR Profile of Home Buyers and Sellers
Agents who consistently nurture their SOI generate 2-3x more referrals than those who don't
Follow Up Boss / LabCoat Agents SOI Research
The average cost per acquisition for a referral transaction is 90% lower than for an internet lead
Industry Comparison Data
Sphere of Influence Automation
The Database You Already Have
Every agent has a sphere of influence. If you’ve been in the business for three years and closed 30 transactions, you have at minimum 60 contacts who already know you, trust you, and have experienced your service. Add friends, family, neighbors, your kids’ school parents, your gym acquaintances, your accountant, your dentist — most agents have a viable sphere of 200-500 people without trying.
The problem isn’t the size of the database. The problem is that most agents have no system for maintaining it.
Here’s what happens without a system: you close a deal in April, send a nice closing gift, and think “I’ll definitely stay in touch with them.” Then June comes and you’re drowning in three active transactions. By September, you haven’t contacted that client since the closing. By December, they’ve received their home’s first property tax bill, had a question they didn’t know who to ask, and their coworker mentioned they’re thinking of buying a house. Your past client says “I know an agent, but I haven’t heard from them in months…” and refers someone else.
$57,600
per year
Revenue difference between an agent converting 11 referral deals from a maintained sphere vs. 4 internet lead deals from Zillow (at $4,800 avg commission per deal)
The 33-Touch Framework, Automated
The standard coaching advice is “33 touches per year” — roughly three contacts per month with every person in your sphere. Brian Buffini built an entire coaching empire around this concept. The math works: consistent contact keeps you top-of-mind so that when someone in your sphere needs an agent or knows someone who does, your name comes up first.
The problem with the 33-touch model is that it’s humanly impossible to maintain at scale without automation. If your sphere is 400 people, 33 touches per year means 13,200 individual contact events. Even if each touch takes only 2 minutes to execute (a quick email, a social media comment, a text), that’s 440 hours per year — more than ten full work weeks.
Nobody does this manually. The agents who claim to are either lying or have a full-time assistant whose only job is SOI management. What actually works is automating 80 percent of the touches and reserving your personal energy for the 20 percent that matter most.
| Aspect | Manual Process | With Neudash |
|---|---|---|
| Home anniversary email | Remembered for maybe 20% of clients | Sent on exact date for 100% of past clients |
| Market updates | Agent drafts and sends when motivated | Monthly neighborhood-specific reports sent automatically |
| Birthday/holiday wishes | Sporadic, based on memory | Scheduled, personalized, and consistent |
| Referral asks | Awkward one-off requests | Woven naturally into quarterly value-add content |
| Life event outreach | Only when agent happens to notice | Triggered by social media or public record changes |
| Engagement tracking | Agent guesses who's engaged | Open/click/reply data identifies warmest contacts |
What to Automate and What to Keep Personal
This is where most SOI automation advice goes wrong. It either tells you to automate everything (which makes you feel like a robot to your contacts) or to do everything personally (which is impossible at scale).
Here’s the framework I use with every agent I consult with:
Automate these (the consistency layer):
- Home anniversary emails with current estimated value
- Monthly neighborhood market update emails (segmented by area)
- Seasonal check-in emails (2-3 per year, timed to market cycles)
- New listing alerts for contacts in relevant neighborhoods
- Referral request embedded in quarterly value-add content
Keep these personal (the relationship layer):
- Birthday phone calls to your top 50 contacts
- Congratulations on major life events (new job, new baby, kids graduating)
- Pop-by visits with small gifts for your top referral sources
- Handwritten thank-you notes after receiving a referral
- Coffee or lunch meetings with your top 20
The automation handles the 80 percent that requires consistency. The personal touches handle the 20 percent that requires sincerity. Together, they create a sphere management system that runs year-round without burning you out.
Pro Tip
The single most effective SOI touch is the home anniversary email with an estimated current value. Homeowners are genuinely curious about what their home is worth, and receiving that information annually from you keeps real estate top-of-mind in a helpful, non-salesy way. Include a line like “If you or anyone you know is curious about their home’s current market position, I’m always happy to run a detailed analysis.”
The Compound Math of Referral Business
Let me show you why Agent B was outearning Agent A despite spending less.
In year one, Agent B’s 380-person sphere produced 11 referral transactions. She closed those deals, delivered great service, and added those 11 new clients to her sphere. Her sphere grew to 391.
In year two, that slightly larger sphere — now including 11 people who recently experienced her service — produced 13 referral transactions. Each of those clients was added to the sphere. It grew to 404.
By year five, her sphere has grown to 450+, and her referral volume has increased to 16-18 transactions per year — without increasing her marketing spend by a single dollar. The compound effect of consistently nurturing relationships is that the asset grows itself.
Meanwhile, Agent A’s Zillow leads cost the same every month regardless of how many years he’s been doing it. There’s no compound effect. No network growth. No decreasing cost per acquisition.
The sphere of influence isn’t just a lead source. It’s a compounding asset. And like any compound interest strategy, the earlier you start and the more consistently you contribute, the more dramatic the long-term results.
Eighty-two percent of transactions come from relationships. The only question is whether those relationships are with your past clients — or with the agent who stayed in touch when you didn’t.
Tools Referenced
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About Marcus Kelly
PropTech Advisor
Real estate technology specialist with 12 years of experience helping agents and property managers modernize their workflows. Previously ran operations at a mid-size brokerage.