How to stay top of mind with clients who aren’t ready to transact

March 17, 2026 6 min. read

Not every client is ready to buy or sell today. Some are watching interest rates to see if they’ll change, while others are waiting for the right home to come online. Many are simply gathering information before making a major financial decision.

For real estate professionals, these quieter periods can often feel like lost time. In reality, they are one of the best opportunities to strengthen relationships and position yourself as a trusted advisor.

Agents who consistently stay top of mind with clients are not always the ones who push hardest for the next deal. They are the ones who continue providing useful insight and guidance long before a transaction takes place.

Here are a few practical ways to add value for clients who are still in the “thinking about it,” stage.

Become a reliable source of market context

Many buyers and sellers follow headlines about interest rates, housing supply fluctuations, or policy changes, but they often struggle to understand what those stories actually mean for their situation. This is where you can provide real value.

Instead of forwarding generic news articles, translate market developments into simple, practical insights. For example:

  • Explain what a recent Bank of Canada rate decision could mean for mortgage payments
  • Break down how inventory levels are affecting negotiating power or resale value in your local market
  • Share examples of recent comparable sales and what they indicate about pricing trends

Clients don’t need lengthy, overly-complex market reports. A concise message explaining what’s happening and what it means for their local market can be just as impactful.

Offer guidance that helps clients prepare

Even when someone is months away from making a move, they can take steps now to be better prepared when they are ready to transact.

You can offer guidance such as:

  • Provide practical steps clients can take early in the buying or selling process, such as preparing their home for listing or creating a property wish list
  • Share guidance on renovations that typically offer the strongest return on investment
  • Outline the documentation that will be required once they begin the buying or selling process

This type of advice positions you as a professional resource rather than someone waiting for a commission. It also helps clients feel more confident in your relationship when the time comes to move forward.

Share insights from real transactions

Another way to stay relevant is by sharing real examples from your recent work in their local market.

Clients often find it helpful to hear:

  • What types of homes are receiving multiple offers
  • How long properties are staying on the market
  • What strategies buyers are using to win in competitive situations
  • Where sellers are seeing the strongest demand

These real-world examples can provide a clearer picture of the market than statistics alone.

Even a quick update like “We saw three offers on a similar property this weekend,” helps prospects understand how conditions are evolving.

Schedule occasional check-ins that are genuinely helpful

A simple check-in message can go a long way if it focuses on the client rather than the transaction.

Instead of asking if they are “ready to buy yet,” try questions that open the door to a conversation:

  • Have your plans for moving this year changed at all?
  • Are there any neighbourhoods you’ve started exploring more closely?
  • Would it help to look at a few recent sales in your price range?

These conversations keep the relationship active without creating pressure. They also provide valuable insight into how a client’s timeline may be shifting.

Create small, useful pieces of content

Short educational resources can also help agents stay visible without appearing overly promotional.

Examples include:

  • A short guide explaining the steps involved in buying a first home
  • A quick breakdown of closing costs buyers should expect
  • A short video explaining how conditional offers work in your market

Content like this can be shared with individual clients or posted on social media, allowing you to provide value, even when people are simply gathering information.

Focus on long-term trust, not short-term urgency

Real estate decisions don’t happen overnight. Clients spend months researching, planning and discussing options with family members before taking the next step.

Agents who support clients throughout the decision-making process often become the first person they call when they’re ready to act. By consistently sharing helpful insights, answering questions, and providing relevant market knowledge, you build trust that ultimately helps secure the business when the time comes.