Real Estate · Scheduling & Follow-ups
Anniversary & Check-in Campaigns
Past clients often want to refer an agent they liked, but they forget who to call if they never hear from you again. This automation sends thoughtful anniversary notes, equity check-ins, and local market updates tied to the original closing date and neighborhood. It creates repeat business without random manual outreach.
How It Works
Store closing data
The client record keeps the home address, closing date, neighborhood, and original transaction type.
Trigger annual outreach
On the purchase anniversary, the system launches a message sequence tailored to homeowners, investors, or sellers.
Add market context
The outreach can include recent area sales, estimated value movement, or a home equity prompt.
Create a task for warm replies
If the client responds or clicks a valuation link, the agent gets a task to follow up personally.
Tools & Platforms
Key Benefits
Generates referral opportunities from clients who already trust the agent. Keeps the agent visible without having to remember every anniversary manually. Creates natural openings for valuation conversations and move-up opportunities. Builds a more consistent past-client nurture system across the whole database.
In Practice
A family who bought in Sherman Oaks two years ago gets an anniversary email with estimated appreciation and a note asking whether they need more space before the new school year. They reply that they are considering selling next spring, and the agent books a planning call.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
Book a Free 15-Min CallNo pressure. We’ll tell you if this one is worth building first.