Playbooks / Real Estate / Pipeline + Past Clients
Past-Client Cadence
Maintains the past-client rhythm: quarterly check-in, home anniversary note, annual market-value update offer. Drafts in a warm neighbor tone, never salesy.
How to run it
Open Real Estate > Pipeline + Past Clients > Past-Client Cadence in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Past-Client Cadence workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Maintain the past-client rhythm: quarterly check-in, home anniversary note, annual market-value update offer. Drafts in a warm neighbor tone, never salesy. Approval before send.
Put this workflow to work.
The Real Estate agent ships with this one installed. Open the demo and ask it to run the Past-Client Cadence workflow on something of yours.