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Send a homeownership anniversary email to past clients. A memorable touchpoint that generates referrals through genuine connection.
The Prompt
Write a homeownership anniversary email from agent {{agent_name}} to client {{client_name}}.
Property: {{property_address}}.
Years since closing: {{years}}.
Optional market update: {{market_note}} (e.g. estimated appreciation since purchase).
Referral note: {{referral_ask}} (soft and natural).
Under 150 words. Genuinely celebrate the milestone - not an excuse to sell. Reference the purchase briefly. If appropriate, share how the home may have appreciated. Close with a warm note inviting them to refer anyone they know. Relationship-first.Build this into your own tool
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