The end-to-end past-client marketing system — anniversary emails, monthly value updates, refi alerts, and referral asks — that keeps you top of mind for th…
The end-to-end past-client marketing system — anniversary emails, monthly value updates, refi alerts, and referral asks — that keeps you top of mind for the next 30 years.
Your past clients are a 30-year asset — one home purchase, one refinance every 5–7 years, and a lifetime of referrals if you stay in front of them. Automation is the only realistic way to work all of them consistently.
The four evergreen touchpoints
1. Monthly market snapshot email. 2. Quarterly home value update via Property Pulse. 3. Loan anniversary card + refi check. 4. Life-event reminders (birthday, home purchase anniversary).
The opportunity layer
On top of evergreen, the AI fires event-based comms: rate drop, HELOC threshold, PMI removal, listing detected. See database reactivation.
Referral asks that don't feel gross
Anchored to a delivered value moment (home value increase, refi savings, anniversary), not a random cold ask.
