Automate the basics.

Never miss a client's birthday or home anniversary again

Set it up once. Your past clients hear from you on their birthday and home anniversary, every year, without you lifting a finger.

Get it for my brokerage

We put in the 100s of hours, so your agents don't have to.

✓ Yours to own✓ Personalized to your brokerage✓ Power back to the brokerage

WHAT'S INSIDE

Before you start

A 2-minute checklist

Starter · about 10 min

Birthday and anniversary emails, morning reminder

Connected · about 45 min

kvCORE or Follow Up Boss sync, plus newsletters

Pro · 60 to 90 min

Showings tracker, deals log, your numbers, top referrers

Preview

See it before you get it

Each agent's own Google Sheet. Add a client once and it does the rest.

THE 30-SECOND LESSON

Start with the follow-up that never fails

Birthdays and home anniversaries are the easiest touchpoints to automate. It takes about 10 minutes, needs no new tools, and runs on its own. Your contacts stay in your own Google Sheet, so you can add CRM sync and newsletters later without starting over.

For brokerages

Give every agent the same system

For your brokerage

Questions? Book a call

What you get