Closing isn't the end — it's the beginning of a new chapter for your clients. The Exciting New Chapter! Touchpoint helps you deliver a warm, personalized message that celebrates their journey, builds lasting goodwill, and reinforces your role as their trusted advisor long after the transaction is complete.
Your touchpoints come pre-filled with hyper-personalized content — already tailored to your leads and ready to send. You can also edit them anytime to match your brand voice before they go out.
🧭 Getting Started
You'll typically access this touchpoint through the Explore section. You can also review or edit it directly at any time:
Go to Explore in the main app
Navigate to Contract Phase → Exciting New Chapter!
Click Explore to open the touchpoint
Note: When editing a touchpoint in Explore, select any contact to preview and make your edits, then save. Your changes will be ready the next time you send that touchpoint to any of your leads.
✏️ How to Personalize this touchpoint
To customize the touchpoint, click Edit at the bottom of the screen. From here you can:
Newsletter URL — Add your firm's newsletter link to provide ongoing value after closing
Your Photo — Upload or adjust your headshot (check Auto Scale if needed)
Message — A pre-written gratitude note is included. You can edit the client's name or add light personalization, but the main message is designed to remain consistent across all clients
Signature — Your saved signature appears automatically, ensuring brand consistency across every touchpoint
When you're done, click Save to apply your changes.
Note: If you simply want to save your edits as the default template, click the home icon in the upper left corner and select "Save and Return to Dashboard"
🖋 Default Message Included
The touchpoint comes with a polished, ready-to-use note that strikes the right tone — warm, professional, and relationship-forward.
📤 Ready to Send?
Once you've reviewed your edits:
Click Save to apply your changes for future use
Click Continue to review Sending Options and deliver the touchpoint now
💡 Why This Touchpoint Matters
Strengthens client relationships beyond the transaction
Positions you as a lifelong advisor, not just a one-time agent
Builds goodwill that naturally encourages referrals and repeat business
Adds a branded, heartfelt finish to your client experience that they'll remember
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.