Send personalized home anniversary check-ins to past clients

Sends past clients a personalized message on the anniversary of their home purchase to keep the relationship warm.

How the work actually flows

A straight line. Runs once per each client with anniversary today.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(["daily anniversary check"]):::trigtime s0["check for anniversaries today"]:::task s1[["draft personalized message"]]:::mi s2["send email to client"]:::svc s3["copy agent on message"]:::task trig --> s0 s0 -->|"one per each client with anniversary today"| s1 s1 --> s2 s2 --> s3 out[/"personalized anniversary emails sent automatically"/]:::out pay{{"agent nurtures past clients without manual reminders"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Starter

A small build with a couple of connected tools.

Business functions
CRM & Sales PipelineEmail AutomationScheduling & CalendarReal Estate & Property
Connects
Google SheetsGmailOpenAIHubSpot

The problem it solves

You know staying in touch with past clients brings referrals, but there is no system for it, so months go by without a single check-in. By the time you remember, it feels random instead of thoughtful.

Who it fits

Agents who rely on repeat business and referrals from past clients.

How it works

  1. A spreadsheet holds each client's name and closing date.
  2. Every day the system checks for upcoming purchase anniversaries.
  3. A personalized message referencing their home and neighborhood is drafted and sent by email.
  4. The agent gets a copy so they can follow up personally if needed.
What you get

Clients who hear from you on their home anniversary

Past clients get a warm, personal note from you on the anniversary of their home purchase, keeping the relationship alive.

What you get

Personalized anniversary messages sent automatically to every past client.

What you need

A client spreadsheet or CRM and an email account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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