Past clients are your highest-ROI pipeline.

Automated touchpoints, lifetime value tracking, and a referral engine that rewards both sides.

Past Clients

Active in lifetime program

Lifetime Value

$876,000

Across all relationships

Referrals Generated

+4 this quarter

David Whitmore

Closed Mar 14, 2026 · Next: 90-day check-in (May 14)

$142,000

3 refs

Olivia Brennan

Closed Feb 02, 2026 · Next: 1-year anniversary (Feb 2027)

$168,000

2 refs

Priya Patel

Closed Jan 18, 2026 · Next: 1-year anniversary

$198,000

4 refs

Marcus Vance

Closed Dec 09, 2025 · Next: Holiday gift

$124,000

1 refs

Linda Park

Closed Nov 22, 2025 · Next: Tax-prep reminder

$156,000

2 refs

Rashid Khan

Closed Oct 04, 2025 · Next: Re-engagement

$88,000

0 refs

Referral Engine

Reward both sides

$500 closing credit for the referrer, $500 toward inspection for the new buyer.

Automated Sequence

Referral Network

12 relationships flowing through your network