- Birthdays and purchase anniversaries are natural reasons to get in touch with clients without selling anything, and to stay the agency they think of when they want to sell, buy or recommend someone.
- The message works if it's short, personal and signed by the agent who looked after the client.
- The CRM can remember these dates automatically: nobody has to keep a separate calendar.
Client anniversaries (birthdays, purchase anniversaries, deadlines) are the most natural way for a real estate agency to stay in touch after the sale, and to be remembered when the client wants to sell, buy again or recommend someone.
After the closing, many agencies lose sight of the client. It's a shame: whoever bought a home may sell it in a few years, look for a bigger one, or recommend the agency to a colleague or relative. It all depends on who they remember when the time comes.
The client dates that matter
How to get in touch without being intrusive
- No selling: a greetings message isn't a promotion.
- Personal: from the agent who looked after the client, not from a generic address.
- Short: two lines are enough.
- With a real reason: a home anniversary only makes sense for people who bought it with you.
How to remember client dates automatically
The problem isn't writing the message: it's remembering to, for hundreds of clients. MyBrokerage AI's AgentFlow CRM handles anniversaries and reminders such as purchase date, birthday and mandate expiry, and tells the agent when it's the right time to get in touch. With Klaila AI Assistant birthdays and purchase anniversaries reach the agent's attention automatically, so the opportunity isn't missed.
Anniversaries are one part of working your database: for contacts you haven't heard from in a while, see how to build WhatsApp and email reactivation campaigns.
In the demo we show you the CRM with reminders and anniversaries set up.
Book a demo →