# Past Client Home Anniversary Outreach — Real Estate AI agent | Mihu AI

Real Estate · Nurture

# Past Client Home Anniversary Outreach

Use a past client's home purchase anniversary as a natural re-engagement trigger.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

MLS / Portal Feed Listing data, availability and comparable sales across the MLS and portals (Zillow, Rightmove). Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Tracks each past client's closing anniversary date via the CRM.

Sends a message on the anniversary with a current home value estimate and market context, pulled from valuation data.

Uses the moment to surface a natural conversation about their plans.

Logs any response indicating renewed intent for agent follow-up.

## Data sources

CRM past transaction data Current market valuation estimate

## What it targets

Anniversary messages sent on schedule Target 95%

Anniversary outreach generating a new lead/conversation Target 12%