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Recognizing 1-year home anniversaries

Recognizing client home purchases by recognizing their (1-year) possession anniversary.

Process Overview:

1. Notification

  • Follow Up Boss (FUB) will notify you 1-week in advance of a home anniversary.

2. Tracking

  • Log the client’s name and anniversary card progress in the Client Anniversary Cards Google Spreadsheet when the FUB notification is received.

3. Weekly Preparation (Every Tuesday):

  • Prepare all anniversary cards scheduled for the upcoming week.

  • Steps:

    • Change status to “preparing” in the Google Sheet

    • Write a handwritten message inside the card.

    • Insert a $25 Starbucks Giftcard.

    • Address the envelope, including:

      • Client’s mailing address

      • Team’s return address

      • Proper postage

4. Team Signature

  • Place the prepared card on the associated Realtor’s desk for them to sign. Change status to “Agent Signing”.

5. Mailing

  • On Friday before noon, give the completed cards to the Front Desk to be mailed out.

6. Final Step

  • Mark the card as "Mailed" in the Google Spreadsheet to complete the process.

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