Client Nurture
Stay in touch before and between deals
Buyer and seller journeys, plus birthday and anniversary touchpoints.
Nurture journeysLive
Buyer roadmap
Pre-approval → search tips → showing prep
Step 3 · sent todayBirthday email
Personal note from CRM date of birth
ScheduledHome anniversary
Equity check-in each closing year
AutoMarket update
Quarterly for sphere & past clients
Q2 batch