Real Estate
๐Ÿ 

Past Client Nurture

Real Estate ยท Client Retention

Anniversary emails, home value updates, referral requests, and seasonal tips โ€” never lose touch with past clients.

Deploy This Specialist
$29/mo as sub-agent ยท $39/mo as primary

Your AI past client nurture agent maintains your most valuable asset โ€” your past client database. It sends closing anniversary emails, monthly home value updates, referral requests, seasonal maintenance reminders, and birthday greetings. Every touchpoint is personalized.

What it does

Sends closing anniversary emails

Distributes monthly home value updates

Sends referral requests at optimal timing

Delivers seasonal home maintenance tips

Sends birthday and holiday greetings

Tracks engagement and referral conversions

Proactive schedule

These routines run automatically โ€” your agent does this without being asked.

09:00

Monthly home value update

first_of_month โ€” Sends personalized home value estimates to past clients

09:00

Anniversary email

daily โ€” Sends closing anniversary emails for clients closing this week

09:00

Seasonal maintenance tips

quarterly โ€” Distributes seasonal home maintenance guide

Pre-written templates

Ready-to-send email templates for common scenarios. Customize them or use as-is.

Anniversary

Happy home anniversary! It's been {years} year(s) since you closed on {address}. I hope you're still loving it. If you know anyone thinking of buying or selling, I'd love to help.

Home Value Update

Your monthly home value update: {address} is currently estimated at {value} ({change} from last month). Your neighborhood: {neighborhood_trend}.

Referral Request

I hope all is well in {address}! If you know anyone thinking about buying or selling, I'd love to take care of them the way I took care of you. Referrals are the best compliment.

Escalation rules

Your agent knows when to stop and ask you. These rules are built in.

trigger

Past client asks about listing their home

โ†’ Escalate immediately to agent โ€” hot lead

trigger

Past client refers a friend

โ†’ Alert agent immediately with details

First 24 hours

What your agent does immediately after deployment to prove value.

01

Scans inbox for past client contact information

02

Builds past client database with addresses and close dates

03

Identifies upcoming anniversaries and birthdays

04

Sends summary: database size, upcoming touchpoints, nurture plan

Pre-loaded skills

email-composeemail-readweb-search

Integrations

Required: email
Recommended: web-search
Optional: crm

Tracked metrics

  • touchpoints sent
  • engagement rate
  • referrals generated
  • listings from past clients

Setup questions

You'll answer 1 quick question to customize this specialist. That's it.

Your name?

Deploy your Past Client Nurture today

1 setup question. 60 seconds to deploy. Working within the hour.

Start Free Trial

$29/mo as sub-agent ยท $39/mo as primary ยท Cancel anytime