Recipe No. 30 · Customer follow-up
Past client anniversary check-in
Send past clients a personal note on their home purchase anniversary to stay top of mind for referrals.
- Serves
- Real estate
- Made with
- Zapier
- Prep (setup)
- ~20 min est.
- Yield
- 1 hr/week saved, est.
- Level
- Beginner
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerTrigger
- Step 2Sheets lookup where closing MM-DD equals today
- Step 3Gmail 'Create Draft' congratulating them…
- Step 4Test with dummy data, then turn it on and…
Ingredients
- CRM or Google Sheet with closing dates
- Zapier (Schedule + Formatter)
- Gmail
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Trigger: Schedule by Zapier daily.
- Sheets lookup where closing MM-DD equals today.
- Gmail 'Create Draft' (personalize before sending) congratulating them and offering a free market update.
- Test with dummy data, then turn it on and review results for the first week.