The 90-Day Referral Goal That Keeps Realtors Top of Mind

The 90-Day Goal That Changed How I Think About Referral Calls

There was one moment in my interview with Bill Moomaw that really stuck with me…

“I have a goal right now where I want to help at least three people in the next 90 days buy or sell a house.”

That line hit different.

Because Bill isn’t just calling past clients to catch up—he’s calling with purpose. And he’s not shy about asking for the business.

Here’s the line he uses every time:

“Will you do me a favor? If you hear of someone looking to buy or sell real estate, will you think of me?”

It’s simple. It’s clear. And it works.

A Referral System That’s Repeatable (And Doesn’t Feel Salesy)

  • Always Ask: Bill doesn’t lead with the ask—but he builds up to it. After a warm, natural conversation, he shares his goal and ends with a favor.
  • Follow Up Every 90 Days: His CRM reminds him to reconnect with everyone—sphere contacts, past clients, all of it.
  • Plant the Seed Every Time: Even if they say no, Bill ends the call with his ask. It helps people connect the dots.

What to Say (If Asking for Referrals Feels Awkward)

Start with something like this:

“Hey, it’s been a while since we caught up! I just wanted to check in and see how things are going. I also have a goal right now to help at least three people buy or sell a home in the next 90 days. If you hear of anyone, would you think of me?”

It doesn’t have to be perfect. You just have to start.

Bill’s Take: “It’s Hard to Start, But Easy to Keep Going”

Bill admits the hardest part is dialing the number. But once the first call is done, the rhythm kicks in.

“Referrals don’t happen by accident. They happen on purpose.”

So whether the call leads to a referral today or 6 months from now—it’s planting the seed that matters.

Want to Stay Top of Mind Long After the Call?

Referrals come from connection. And the best agents are building those connections with intention—through phone calls, thoughtful follow-up, and yes, even gifts.

That’s why so many top Realtors use branded moving boxes or custom moving boxes as part of their follow-up strategy. When someone sends Bill a referral—even if it doesn’t lead to a deal—he sends brownies.

Because smells and tastes make memories.

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