Past Client Home-Anniversary Check-In System
A done-for-you real estate automation built for the Client Relations Coordinator, connecting Mailchimp and ActiveCampaign so the work below happens on its own.
What this automation does, step by step
On the exact anniversary of a client's home purchase, the automation automatically sends a personalized check-in email that includes a current market update for their specific neighborhood, an estimated change in their home's value since closing, and a genuine note thanking them for their business.
The client relations coordinator doesn't have to track a single date by hand; the system pulls closing dates directly from the transaction records and queues every anniversary email a year in advance.
Clients who reply or click through are flagged for a personal follow-up call rather than another automated touch.
A relationship that used to fade quietly after the closing gift now gets a warm, well-timed touchpoint every year without anyone remembering to schedule it.
- CRM (e.g., Follow Up Boss or LionDesk)
- Zapier or Make.com
- Mailchimp or ActiveCampaign
- Home value API (e.g., HouseCanary)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a client relations coordinator spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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