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Client Anniversary Re-Engagement

Example prompt: "Every morning, check my 'Past Clients' Google Sheet for anyone whose purchase completion date is exactly one year ago today (or two years, or three, etc.). Skip anyone whose Consent column isn't 'yes' or who is marked as unsubscribed. For each eligible match, search the web for recent property market data in their area — average prices and any notable local developments. Draft a friendly email congratulating them on their home anniversary, include a brief local market update, mention that I'm happy to provide a current valuation if they're curious, and include an unsubscribe link at the bottom. Send it from my Gmail and log the outreach in the sheet only after a successful send."

The Problem

Staying in touch with past clients is one of the most effective ways to generate referrals and repeat business, but it is also one of the easiest things to let slip. Most agents know they should reach out on purchase anniversaries — it is a natural, non-pushy reason to get in touch — but manually checking dates, researching local market conditions, and writing individual emails for dozens of past clients each month rarely happens when there are active deals to close.

How GloriaMundo Solves It

We build a daily scheduled workflow that checks your past clients sheet for anniversary dates matching today. A code step filters to matching anniversaries and then checks each client's consent and unsubscribe status — anyone who has not opted in or has previously unsubscribed is excluded and the reason is logged. For eligible clients, a web search step pulls recent market data for the client's area — average prices, trends, any notable local developments. An LLM step drafts a warm, personalised email that congratulates the client on their home anniversary, shares a brief market snapshot for their area, offers a no-obligation valuation, and includes an unsubscribe link. An integration step sends the email via Gmail and updates the 'Last Contacted' column only for successfully sent messages. Glass Box preview shows each drafted email and the eligibility decisions before anything is sent, so you can adjust the tone or skip a contact if needed.

Example Workflow Steps

  1. Trigger (scheduled): Runs daily at 8:00am.
  2. Step 1 (integration): Read the 'Past Clients' sheet from Google Sheets — names, email addresses, property addresses, postcodes, completion dates, consent status, and unsubscribe flag.
  3. Step 2 (code): Filter to clients whose completion date anniversary falls on today's date (1 year, 2 years, 3 years, etc.). Exclude any client whose consent column is not 'yes' or who is marked as unsubscribed. Log the reason for each excluded client.
  4. Step 3 (conditional): If no eligible anniversaries today, end the workflow. Otherwise, continue.
  5. Step 4 (web_search): For each eligible client, search for recent property market data in their postcode area.
  6. Step 5 (llm): Draft a personalised anniversary email for each client, incorporating their name, property address, how many years it has been, a brief local market update, and an unsubscribe link.
  7. Step 6 (integration): Send each email via Gmail. Update the 'Last Contacted' column only for messages that were successfully sent.

Integrations Used

  • Google Sheets — stores past client details, completion dates, and outreach log
  • Gmail — sends the personalised anniversary emails

Who This Is For

Estate agents and independent property consultants who want to maintain relationships with past buyers for referrals and repeat business, but do not have time to manually track anniversaries and write individual emails.

Time & Cost Saved

Researching local market data and writing a personalised email takes around 15 minutes per client. An agent with 100 past clients might have 8–10 anniversaries in a given month. This workflow handles the research and drafting automatically at a few credits per email, turning a task that rarely gets done into one that happens reliably every day.