Home purchase anniversary outreach to past clients

In your CRM, tag every past buyer with their closing date. On the one-year, three-year, and five-year mark, send a short personal video or handwritten note asking how the house is treating them and whether anything has changed with their plans.

Why it works: A message tied to a real date feels like a check-in, not a sales touch, and it is the moment past clients most often mention a friend who is thinking of moving.