Stay memorable for years by automating thoughtful anniversary and milestone messages to every past client. This workflow helps agents nurture lifelong relationships that generate referrals.
What's Included
- Milestone calendar: Closing dates, birthdays, and home anniversaries tracked automatically.
- Personalized greetings: AI drafts warm, on-brand messages for each occasion.
- Multi-channel delivery: Send via email or text through your connected tools.
- Referral nudge: Gentle prompts invite happy clients to refer friends.
How To Use
- Import client closing dates and key details into Taskade.
- Choose which milestones to celebrate and the message style.
- Let AI agents personalize each greeting automatically.
- Review upcoming touchpoints on a single calendar.
Browse ready-made agents and explore more real estate automations to keep past clients sending you business.