Stay in touch with past clientsNew
A simple year-round plan so they send you referrals.
1Tag them#
- Tag every closed client past client.
2A light touch, all year#
- A monthly market update email.
- A text on their home anniversary.
- A review request right after closing.
3Make it automatic#
- Build one workflow for the anniversary text and one for the review request.
Tag addedpast client
MonthlyMarket update
YearlyHappy home anniversary!
Example recipe
Still stuck?Ask Jtek AI. It knows your account and answers in seconds.
Checked against the Jtek app in October 2026.