Home anniversary textsNew
Text every past client on the day they got their keys, every year, automatically.
1Save the date#
- Add a date field called Closing date in Custom Fields.
- Fill it in for every past client, or import it with your CSV.
2Build the workflow#
- Create a workflow that runs on the Closing date each year.
- Add one short, personal text. No sales pitch.
3What to say#
- "Happy home anniversary, Ana! Hope you are loving year 3 in Downey."
Replies to these texts are your best referral leads. Answer every one.
Still stuck?Ask Jtek AI. It knows your account and answers in seconds.
Checked against the Jtek app in October 2026.