Client for Life
Client for Life takes past-client follow-up off your plate. Enroll a client once, and we’ll manage thoughtful, personalized touches throughout the year from birthdays and home anniversaries to seasonal cards and gifts. You stay consistently in touch without having to remember what to send, when to send it, or whether you sent it at all.
Starts at $49/year per client.
STAY CONNECTED
A simple way to make sure every past client gets a few meaningful touches throughout the year.
- 3 personalized mailed cards per year
- Birthday card
- Home anniversary card
- 1 seasonal or holiday card
- Subtly personalized with your name and branding
- Printing, envelopes, postage, and mailing included
- Client dates and mailing schedule managed for you
Best for: Agents who want an easy, affordable system for staying in touch without managing another calendar.