Celebrate Key Dates With Clients

Building long-term relationships with clients means staying connected after the sale. Celebrating key dates is a simple, personal way to stay top of mind — and show you care beyond the commission.

What Dates to Celebrate:

1. Home-iversary
Send a note, small gift, or even a text on the anniversary of their closing date.
Message idea:
"Can you believe it's been a year since you got the keys? Wishing you many more happy memories in your home!"

2. Offer Acceptance Day
A fun "milestone" to remind clients of their journey. Great for a quick message or social media shoutout (with permission).

3. Moving-In Day
Send a "welcome home" card or small gift (local bakery gift card, cleaning kit, or a home-scented candle) to arrive that day or week.

4. Holidays and Seasons
Be festive! A New Year's card, springtime home maintenance checklist, or a summer BBQ recipe can all keep you connected in a fun way.

5. Birthdays (If Known)
If you have the info, send a personal message or small token. A $5 coffee card or handwritten note goes a long way.

• Branded kitchen towels
• Custom return address stamp
• A "first Christmas in your home" ornament
• Local honey, plants, or candles
• Recipe cards with seasonal meals

Pro Tip: Use a CRM or calendar reminders to automate these moments — and make sure your follow-ups feel authentic, not generic.