Past-client check-ins on the anniversary

You sold them the house and never spoke again. Their neighbor listed with someone else.

One year laterConcept

Not built for a client yet. This is how we would set it up.

How it works.

01The closing date goes into your client list.

02Each year the client gets a short note from you on the anniversary.

03A reply comes to your phone, and a referral goes straight to your leads.

What it connects to

Your CRMText messagesEmail

What you see

Who heard from you this month and who wrote back.

After a job is marked doneRunning

TriggerJob marked completeby you, or by the CRM

TextThank-you messageto the customer · right away

Wait1 daythen

TextAsk for a Google reviewwith your review link

Wait30 daysthen a check-in

If reviewedThank them, ask for a photo

If notRemind once, 3 days later

Todayexample

Maria R. · kitchen backsplashThank-you text sent

4:53 pm

Maria R.Review request queued

Tomorrow 10:00

Jorge A. · bathroom floorGoogle review received · thanked, photo requested

11:10 am

Dani P. · shower30-day check-in sent

9:00 am

Follow-up automation. Example run.

Example data

A reply to every new lead while they're still looking

The lead came in during a showing. You called back two hours later and got voicemail.

A showing scheduler buyers use themselves

Six texts back and forth to find a time for one showing.

Automations

Replies, reminders and follow-ups that send themselves.

Real estate

You tell us where your hours go. You leave knowing what we'd build first, and you decide after that. We call back within one business day.