Solutions
Past clients stay in the system
Anniversary Routines, newsletters, handwritten touches, and sphere call lists — systematic post-close nurture.
The challenge
You close the deal, then life gets busy. Past clients hear from you once a year — if you remember — while competitors stay in touch systematically.
How SAM helps
Capabilities mapped to features in the platform — explore each for deeper detail.
Milestone Routines
Closing anniversaries, home anniversaries, and seasonal touches on autopilot.
Feature detail →Newsletters
Segment sphere and past clients from CRM tags — send in-platform.
Feature detail →Templates
Consistent check-in and market-update messaging.
Feature detail →Physical touches
Handwrytten cards and Letter Friend mail from Routines.
Closing day starts retention
On close, a Routine tags the contact as past client, schedules a 30-day check-in email, adds them to a quarterly call list, and queues a Handwrytten thank-you note. A year later, home anniversary Routine sends a personalized template.
Retention pillar built in
C.O.R.E. Retention maps to SAM features — not a bolt-on spreadsheet.
Referral readiness
Regular touchpoints keep you top of mind for referrals.
Integrations for nurture
Homebot, BombBomb, and Mailchimp complement in-platform tools.
Related features & integrations
FAQ
Yes. Tags, saved layouts, and Routine batching support large databases. Call lists and newsletters segment audiences without exporting to another tool.
Related answers: Database Reactivation
See if SAM fits client retention
Start a free trial or schedule a walkthrough.