Neighborhood brokerages often watch past buyers list with competitors simply because nobody kept in touch. Anniversary greetings, holiday wishes and yearly home-valuation updates go out automatically, each AI-composed and agent-approved, and repeat clients typically grow to about 31% of new listings.
Typical results
800
Past clients nurtured
4/yr
Touchpoints per client
10 min
Weekly approval queue
Figures reflect typical results for this kind of automation.
The challenge
After closing, clients heard from the brokerage exactly never. Agents meant to call on anniversaries, but with 800 past clients in the books, good intentions covered maybe 15% of them in a good year. Sellers who'd been delighted seven years earlier listed with whoever mailed a fridge magnet last month, and the owners felt it in every lost mandate.
Before and after
Listings from repeat clients
2.6×Past clients contacted yearly
6.7×Touchpoints per client
4×The automation
We enriched ten years of deal records with purchase dates and property details, then built a Make flow with three trigger types: purchase anniversaries, holidays, and a yearly valuation update drawn from neighborhood sales data. OpenAI composes every message personally, down to the family's names and their street, and each batch waits in a ten-minute weekly approval queue before sending from the agent's own WhatsApp number, spread naturally across the week.
How it works
- 01
The database gets a memory
Ten years of deal records are enriched with purchase dates, property details, and family notes.
- 02
Triggers all year round
Purchase anniversaries, holidays, and a yearly neighborhood valuation update each queue a touchpoint automatically.
- 03
AI composes, agent approves
Every message is drafted personally — names, street, years in the home — and waits in a ten-minute weekly approval queue.
- 04
Sent like a human
Approved messages go out from the agent's own WhatsApp number, spread naturally through the week.
- 05
Replies become pipeline
Anyone asking what their home is worth today is flagged as a listing lead and routed straight to the pipeline.
Starts from
- Past-client records
- Anniversaries + holidays
Delivers
- Personal WhatsApp greetings
- Yearly valuation updates
- Listing leads flagged
The impact
Every past client, around 800 in a typical book, gets four personal touchpoints a year, and replies asking what their home is worth flow straight into the listing pipeline. Repeat clients can grow from about 12% to 31% of new listings over about a year, winning back mandates that used to slip away unnoticed.
Questions about this automation
What events trigger a message to a past client?
Three types of trigger run all year: the anniversary of the purchase date, selected holidays, and a yearly valuation update built from recent sales in the client's neighborhood. Each trigger queues a touchpoint for that client automatically, so every past client hears from the brokerage several times a year without anyone tracking dates.
How do agents approve messages before they go out?
AI drafts each message from the deal record, using details such as the property, the street and the years the client has lived there. The drafts collect in a weekly approval queue where the agent reads, edits or skips them in a few minutes. Approved messages are sent from the agent's own WhatsApp number, spaced through the week.
What happens when a past client asks about selling?
Replies are read as they arrive. A message asking what the home is worth today, or mentioning a move, is flagged as a potential listing and routed to the agent's pipeline in the CRM with the full deal history attached. Ordinary thank-you replies are simply logged on the client record for context.