Contacts & Relationships
Missed Milestones
Surface contacts whose relationship milestones are overdue — with priority scoring and AI-assisted outreach guidance.
Why it matters
Referrals and repeat business live in milestones most agents intend to honor but rarely systematize. When anniversary dates pass silently, you are not just late — you are invisible to past clients who would have referred you. This widget makes Retention operational, not aspirational.
Purpose
Missed Milestones tracks the date-driven relationship checkpoints you define — home purchase anniversaries, listing anniversaries, lease renewals, custom nurture dates — and flags contacts who have passed them without a logged touch. Priority scoring and optional AI insights help you decide who to call first. Expand the widget to bulk-start Routines, add contacts to call lists, or export a prioritized action plan.
How it works in SAM
SAM compares each contact's milestone dates against your last logged touch and flags overdue records. The widget groups counts by milestone type; click to open prioritized lists, generate AI talking points, or launch bulk nurture actions. Settings control which milestones count and how priority is calculated.
Business goals it supports
- Recover overdue nurture and anniversary touches before relationships cool
- Prioritize high-value past clients and sphere contacts systematically
- Reduce reliance on memory for long-cycle Retention work
- Turn milestone definitions into measurable daily action
Key benefits
- Configurable milestone definitions with overdue counts
- Priority scoring to rank who needs attention first
- Optional AI insights with suggested outreach angles
- Bulk actions: Routines, call lists, and contact updates
- Expanded PDF views for focused Retention sessions
Related SAM features
Questions & answers
Common questions about this widget — why teams use it, what it measures, and how it fits your workflow.
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