Your relationship with a client doesn't end at closing — it's just the beginning. The Sale Anniversary Touchpoint makes it effortless to send warm, personalized anniversary messages that celebrate your client's journey, nurture trust, and keep the door open for future conversations and referrals.
Rather than manually selecting leads, most users simply follow the recommended Next Best Action — ensuring reminders go out consistently, accurately, and without extra effort. Your role is to review and personalize the content if needed before sending.
🧭 Getting Started
You'll typically open this presentation from a Next Best Action. To review or edit it ahead of time:
Go to Explore in the main app
Navigate to Referral Phase → Sale Anniversary
Click Explore to open the presentation editor
Note: When editing a touchpoint in Explore, select any contact to preview and make your edits, then save. Your changes will be ready the next time you send that touchpoint to any of your leads.
🎉 What Your Client Will See
Your clients will be greeted with a warm, milestone-specific message:
"Sales Anniversary" as the header
Their name highlighted prominently
A congratulatory note marking the exact number of years since their purchase
💡 Pro Tip: Call out the milestone specifically — e.g., "Happy 5-Year Home Anniversary!" Milestone-specific language feels personal, not automated, and that distinction matters.
✏️ How to Edit the Sale Anniversary
Your Touchpoint are pre-filled with hyper-personalized content, tailored to each lead based on their profile and activity — so they're ready to send the moment you see them.
Want to make changes? Click Edit at the bottom of the screen, adjust the content, then click Save to apply.
Note: If you simply want to save your edits as the default template, click the home icon in the upper left corner and select "Save and Return to Dashboard"
📤 Ready to Send?
Once you've reviewed your edits:
Click Save to apply your changes for future use
Click Continue to review Sending Options and deliver the touchpoint now
💡 Why This Touchpoint Matters
Celebrates milestones that matter deeply to your clients
Strengthens loyalty and keeps relationships warm long after the sale
Keeps you top of mind for referrals and repeat business
Automates personalization — polished, fast, and stress-free
Turns past clients into lifelong advocates
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.