1-Year Closing Anniversary
Handwritten card + small gift (bottle of wine, gift card, or photo of the home from closing day). Include a current value estimate of their home — this is gold.
Annual Equity Report
Once a year send a one-page report: estimated current value, equity gained, and neighborhood comps. Positions you as their lifetime real estate advisor.
Birthdays and Life Events
Track birthdays, kids' graduations, retirements. A handwritten note at a meaningful moment is unforgettable.
Action Items
- Build a 1-year anniversary workflow in your CRM.
- Send your first 5 equity reports this month.