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Playbooks

Ask for referralsNew

The easiest deals come from people who already love you.

1Who to ask#

  1. Past clients and close sphere. Build a smart list of both.
Smart lists

2When to ask#

  1. Right after closing, with your review request.
  2. On their home anniversary.
  3. When the market moves and you have news to share.

3How to ask#

  1. Keep it short: Who do you know thinking of buying or selling this year?
  2. Thank every referral fast, and tag the new contact referral.
Still stuck?Ask Jtek AI. It knows your account and answers in seconds.

Checked against the Jtek app in October 2026.