I Know What You're Thinking: NOT another CRM..

If You've Ever Woken Up at 3am Remembering a Client's Birthday You Forgot Six Months Ago...

...This Message Is For You.

There's a specific kind of guilt that only real estate agents know.

It's not the guilt of losing a deal. Or pricing a home wrong. Or missing a clause in a contract.

It's the guilt of forgetting someone.

Someone who trusted you with the biggest financial decision of their life. Someone who referred their sister to you. Someone who texted you on Christmas two years ago and you meant to reply but... didn't.

And now it's been so long that reaching out feels awkward.

So you don't.

And the guilt compounds.

If that hits close to home, keep reading.

Because I'm about to show you why 91% of agents never contact clients after closing—and more importantly, how the top 9% stay in touch effortlessly without feeling like they're "networking" or "selling."

The $150,000 Problem Hiding in Plain Sight

Here's a number that should terrify you:

The average real estate agent leaves $150,000+ in referral income on the table. Every single year.

Not from bad service.
Not from market conditions.
Not from lack of hustle.

From forgetting.

Forgetting to text on a birthday.
Forgetting to check in on a home anniversary.
Forgetting to reach out before someone's ready to sell again.

Let me show you the math:

That gap? That's where your $150K went.

But Here's What Makes It Worse...

You KNOW this is happening.

You've felt it in your gut every time you scroll through your phone and see a name you haven't talked to in 18 months.

You've felt it when a past client posts about buying a new house... with a different agent.

You've felt it at 3am when you suddenly remember: "Oh god, Sarah's birthday was last month."

And here's the cruelest part:

Your clients aren't mad at you.

They've been busy too. They'd be thrilled to hear from you.

But the longer you wait, the harder it gets to reach out. And eventually, you just... don't.

One agent told me: "I'd rather drop the ball on a contract detail than forget a client's birthday. That's what keeps me up at night."

Another said: "I'm so embarrassed that I didn't stay in touch in the first place that I can't bring myself to reach out now."

If you've ever felt this way, you're not alone.

73% of agents don't use adequate CRM systems.

But not because they're lazy or disorganized.

Because the tools are built for someone else.

The CRM Problem No One Talks About

Let me guess:

Your brokerage gave you a CRM.
You tried using it for a week.
It felt like homework.
You stopped opening it.

Am I close?

Here's why:

CRMs like Follow Up Boss, kvCORE, and BoomTown are designed for high-volume agents running teams and juggling 50+ active leads.

They have pipeline stages. Lead scoring. Drip campaigns. Transaction tracking. Team dashboards.

All stuff that 70% of agents will never use.

Because you're not running a lead generation machine.

You're nurturing relationships.

You don't need to "score leads" or "track pipeline stages."

You need to remember:

That's it.

But your CRM doesn't do that. It does everything EXCEPT that.

So you go back to sticky notes. Google Docs. Paper folders on your dining room table.

And the guilt cycle continues.

What If It Didn't Have To Be This Way?

Imagine this:

You open your phone over morning coffee.

You see 5 names.

Each one is someone in your sphere who matters. A past client. A referral source. Someone you genuinely care about.

Next to their name, you see why today is the day to reach out:

You tap their name. You see their photo, their story, the last time you talked.

You tap "Text."

Your phone opens a pre-filled message: "Hey Sarah! Can you believe it's been 3 years since we closed on Maple Street? Hope you and the family are loving the neighborhood. Any issues with the house I should know about?"

You tweak it to sound like you. Hit send.

Done. 2 minutes.

You do this for all 5 people. 10 minutes total.

By the end of the week, you've reached out to 25 people in your sphere.

By the end of the year, you've contacted 1,300 people.

And you didn't "do" anything except show up for 10 minutes a day.

This is what MEMO does.

Not Another CRM. The Anti-CRM.

MEMO is a Personal Relationship Manager.

Not a Customer Relationship Manager.

Here's the difference:

A CRM asks: "How do I move this lead through my sales pipeline?"

A PRM asks: "How do I never forget someone who matters?"

A CRM is built for brokerages and team leaders managing hundreds of agents.

A PRM is built for YOU—the relationship-driven agent who cares deeply about your sphere.

MEMO does exactly 4 things:

  1. Reminds you who to contact (birthdays, home anniversaries, check-ins)
  2. Shows you what to say (frameworks, not templates)
  3. Makes it fast (10 minutes a day, max)
  4. Tracks your ROI (who's referring, what they're worth)

That's it.

No pipeline stages.
No email drip campaigns.
No "lead scoring."

Just: Never forget the people who built your business.

How It Works

Step 1: Add Your Sphere

Import your contacts from your phone in one tap.

Or add them manually. Or sync from Google.

For each person, you add:

5 minutes per person. One-time setup.

Step 2: MEMO Reminds You

Every morning, MEMO shows you 5 people to contact today:

You see their photo, their story, and a suggested reason to reach out.

No more forgetting. No more guilt.

Step 3: Reach Out (In 2 Minutes)

Tap their name.

Tap "Text" (or Call, or Email, or Instagram DM).

Your phone opens with a framework message you can customize:

"Hey Sarah! Can't believe it's been 3 years since we closed on your home. How's everything going? Any issues I should know about?"

Tweak it to sound like you. Hit send.

Done.

MEMO automatically logs the interaction. Updates the "last contact date." Resets the 90-day check-in reminder.

You didn't have to think. You just had to show up.

Step 4: Watch Your Referrals Grow

MEMO tracks who's referring people to you.

You can see:

Now you know who your most valuable relationships are.

And you'll never forget to stay in touch with them.

What Makes MEMO Different

1. Mobile-First

One agent told me: "My brain has melted into my phone. Why would I use a CRM on my laptop?"

She's right.

You're showing homes. You're between showings. You're scrolling Instagram over morning coffee.

MEMO meets you there. No logging into a desktop app. No switching contexts.

Open the app. See today's 5 people. Reach out. Done.

2. Coaching Voice (Not Templates)

MEMO doesn't give you word-for-word scripts that sound robotic.

It gives you frameworks you adapt to your voice.

Example:

You sound like you, not like a CRM.

3. The Daily Deal (Gamified Data)

Data entry is boring. That's why your CRM is empty.

MEMO turns it into a 2-minute daily game called The Daily Deal:

2 minutes a day = 35 enriched profiles a week. Without it feeling like work.

4. Tracks What Matters (ROI)

Most CRMs track vanity metrics.

MEMO tracks what actually matters:

Now you can prioritize your time based on ROI, not guesswork.

Who This Is For

MEMO is built for agents who:

✅ Do 8-20 transactions per year (not 50+)
✅ Get most of their business from past relationships and referrals
✅ Care deeply about their clients (that's WHY the guilt hurts)
✅ Feel overwhelmed by traditional CRMs
✅ Live on their phone (not their laptop)
✅ Want to stay in touch WITHOUT feeling salesy

If that's you, keep reading.

Who This Is NOT For

❌ High-volume agents juggling 50+ leads
❌ Teams that need pipeline dashboards
❌ Agents who love their current CRM
❌ Agents who don't care about relationships (you probably stopped reading 5 minutes ago)

The Results You Can Expect

Let me be crystal clear about what MEMO does and doesn't do:

MEMO will NOT:

MEMO WILL:

Here's the ROI math:

If you use MEMO to contact 25 people/week:

Cost of MEMO: $588/year

ROI: 544x to 884x

Even if you only get 5 referrals from using MEMO, it pays for itself 68x over.

What Real Agents Are Saying

"There's no such thing as a past client. It's your sphere. And MEMO helps me actually stay in touch with my sphere without feeling like I'm 'networking.'"
— Meg, 3 years in real estate

"I need structure. The daily contact goals feature is perfect for me. It's like a game, but for my business."
— Ben, 4 years in real estate

"I was spending 10+ hours/week manually tracking who I needed to reach out to. MEMO does it in 10 minutes/day."
— Beta user

Your Investment

MEMO is simple:

$49/month (or $39/month annual)

That's $1.61 per day.

Less than a cup of coffee.

For a tool that could generate $40K-65K in referrals this year.

Try it free for 14 days. No credit card required.

The Guarantee

Here's my promise:

Try MEMO for 14 days.

If you don't feel like it's saving you time and helping you stay in touch with your sphere, email me.

I'll refund you. No questions asked.

You risk nothing. You gain everything.

Two Paths Forward

Path 1: Do Nothing

You can close this page and go back to what you're doing now.

Maybe you'll remember to text Sarah on her birthday this year. Maybe you won't.

Maybe you'll miss another client's home anniversary. Maybe you'll wake up at 3am with that familiar guilt.

Maybe you'll leave another $150K on the table next year.

Or maybe—maybe—you'll finally "get around to" building a system that works.

But we both know how that usually goes.

Path 2: Try MEMO Free for 14 Days

You can click the button below and start your free trial.

No credit card required. No commitment.

In 2 minutes, you can add your first 5 people.

In 10 minutes tomorrow, you can reach out to them.

In 2 weeks, you'll know if this is the system you've been looking for.

The Truth About Guilt

Here's what I've learned from talking to 50+ agents:

The guilt isn't about being lazy. Or disorganized. Or not caring.

The guilt is about caring SO much that the weight of it becomes paralyzing.

You want every interaction to be meaningful. Personal. Thoughtful.

So you wait for the "perfect" moment to reach out.

And that moment never comes.

MEMO doesn't make you care more. You already care.

It just makes caring... effortless.

One Last Thing

I'm not going to use sleazy urgency tactics here.

I'm not going to say "Only 10 spots left!" or "Price increases in 24 hours!"

But here's the reality:

Every day you wait is another day you're relying on sticky notes and guilt.

Every day you wait is another birthday you might forget.

Every day you wait is another $411 in lost referral income (that's $150K ÷ 365 days).

You can start your free trial in 30 seconds.

Or you can bookmark this page and come back later.

(We both know you won't.)

Start Your Free Trial

[Try MEMO Free for 14 Days]

→ No credit card required
→ Full access to all features
→ Cancel anytime

It takes 30 seconds to start. And 14 days to know if it works for you.

P.S. — If you're still on the fence, ask yourself: How much is your peace of mind worth? The agents I've talked to say the guilt of forgetting someone keeps them up at night. If MEMO just lets you sleep better, isn't that worth $49/month?

P.P.S. — The 14-day free trial includes everything. All features. No limits. If you're even 1% curious, try it now. You can always cancel. But you can't get those missed referrals back.

Still Have Questions?

Email me: mark@memoforagents.com

I'm personally answering every email.

MEMO — Never forget the people who built your business.