Tabatha Whewell | NEOhioRealty @ EPIQUE - Modern Real Estate for Modern Agents & Consumers

11. Closed Buyer 10-Year

10 year plan of engagement, goes hand in hand with Homeowner campaign.
Starts immediately upon closing, automatically.

Settings, Trigger, Actions

Settings tab

Plan Name: 11. Closed Buyer 10-Year

Target Lead Type: Include one of Buyer, Past Client (?)

Plan Scope (my plan)

Auto Apply: (configure settings) takes you to the Trigger tab.
Auto-Pause: Toggle on for when

The lead responds/reaches out
An outbound call is logged as "Talked"
The lead's pipeline changes -- make sure this campaign stops as soon as they go active, some statuses change.

Trigger tab

Pipeline: New Leads
Source, Is: Direct Website, Epique, Facebook, Google, Organic Website, Website, Zapier
With Another Agent, Is: Any
Has Assigned Lender, Is: Any
Toggle Auto Apply on this to on.

Actions

These are the steps in the campaign and each step is included in the following expandable tabs down.

1. Automatically start 13. Homeowner's Campaign (Starts in 30 days)➡️

2. Auto Email 1: Congratulations and Thank You So Much! 🥳

Immediately. Auto-Email. Assign to Agent.

Subject:
Congratulations and Thank you so much!🥳

cc all family members

Hello #lead_first_name#,

Congratulations! The place is all yours! I’m so grateful you trusted me to help you navigate such an important milestone. I truly hope your new home brings you happiness, comfort, and countless memories for years to come.

Helping people find their perfect home is one of the best parts of what I do, and I hope I’ve been able to make this experience as smooth and meaningful as possible for you.

If you ever have questions about your new home, need advice, or know someone who could use a hand with real estate, I’d be honored to be your go-to person. My promise to you (and anyone you send my way!) is always the same: professional, personalized, world-class care from start to finish.

Thank you again for your trust and support. I’m thrilled for what’s ahead for you, and I hope your new home continues to confirm what an amazing decision you’ve made. Enjoy every moment of this new chapter!

3. Auto Email 2: Change of Address Reminders✅

Immediately. Auto-Email. Assign to Agent.

Subject:
Change of Address Reminders✅

cc all family members

Hello #lead_first_name#,

Hey! I hope all is going well since your move. I know that getting settled in involves taking care of many time-consuming details, so I've included a change of address checklist to help you keep track of everyone you want to notify as well as the USPS.

I hope to help make your moving experience as easy and enjoyable as possible. So if there's anything else I can do to help out, please don't hesitate to contact me. Thanks again for giving me the opportunity to work for you.

Post Office https://moversguide.usps.com
Internal Revenue Service Form 8822 http://www.irs.gov/pub/irs-pdf/f8822.pdf
State Vehicle Registration http://www.emedny.org/info/ProviderEnrollment/Provider%20Maintenance%20Forms/6101-Address%20Change%20Form.pdf
Banks/Credit Unions/Paypal
Credit Card Issuers
Store Charge Accounts
House/Car/Life/Supplemental Insurance Companies
Health Insurance Company
Newspaper
Magazine Subscriptions
Netflix/Record/Book/Of-the-month Clubs
Pension Plan/401K
Social Security Online Instructions http://ssa.custhelp.com/cgi-bin/ssa.cfg/php/enduser/std_adp.php?p_faqid=219
Medicare (contact Social Security)
Medicaid OH State Dept of Health form   http://www.health.state.oh.us/health_care/medicaid/program/update/changeofaddressform.htm
Veterans Office Online Form 20-572 (PDF) http://www.vba.va.gov/pubs/forms/20-572.pdf
Electrical Utility
Gas/Fuel Oil Company
Water Service
Telephone Local/VOIP provider
Cellular Phone
Long Distance Telephone/Phone Calling Cards
Cable/Satellite Dish
Internet Service Provider
Library
Doctors
Dentist/Orthodontist
Eye Doctor
Financial Advisor
Lawyer
Cleaners
Maid Service
Landscaping/Plowing
Diaper Service
Clubs/Service Organizations

4. Task: 1: Call 2 Week Check In (Text or Call) 🔗

5. Auto Email 3: Your Endorsement would mean the WORLD! 🌎

7 Days after Previous. Auto-Email. Assign to Agent.

Subject:
Your Endorsement would mean the WORLD! 🌎

cc all family members

Hello #lead_first_name#,

Thank you again for trusting me to help with your real estate journey! I hope you’re loving your new home and settling in beautifully. When you have a moment, I’d greatly appreciate it if you could share your experience if you haven't already, by leaving a review. Your feedback not only helps me grow but also helps others find the right Realtor when they need one.

Here’s the link to leave a review: https://g.page/r/Cc2dgXAYnQTTEAE/review. Thank you!🙏

6. Auto Email 4: A month in! How's everything going so far?

Immediately with previous. Auto-Email. Assign to Agent.

Subject:
A month in! How's everything going so far?

cc all family members

Hi #lead_first_name#,

I was thinking about you this week and hoping everything is going smoothly! Can you believe it’s been a month already? By now I hope that your new house is starting to feel like home!

If you happen to know of family or friends considering a move, I’d be truly honored if you’d send them my way. I promise to provide them with the same world-class service and care that you received—and to make you proud for recommending me!

As always, if there’s anything I can do to help or if you have questions about your home, don’t hesitate to reach out. I’m here for you anytime!

Your friend in the biz! ❤️

7. Auto Email 5: Just a hello 🙂

30 Days after previous. Auto-Email. Assign to Agent.

Subject:
Just a hello 🙂

cc all family members

Hi #lead_first_name#,

Can you even believe it’s already been three months? I hope by now, things are starting to feel more settled, and the house is beginning to truly feel like home.

Have you had a chance to tackle those finishing touches, or are you still settling in? (No rush—making a house your own is part of the fun!)

If you need anything—whether it’s advice, recommendations for local services, or just a friendly ear to bounce ideas off of—don’t hesitate to reach out. I’m here to help however I can.

And, of course, if you know anyone else who’s looking to buy or sell, I’d love the opportunity to assist them and provide the same care and expertise I shared with you. Feel free to send them my way—I’d be honored to help.

Looking forward to hearing how you’re doing!

Your friend in the biz! ❤️

8. Task 2: Call 9 Month Check-In (Call)

90 Days after previous. 9 Months In. Task (Other). Assign to Agent.

Select: Other (to make it a Task)

Enter Variables: Name, Phone, Address

Any changes or events in their lives? How's work, school, kids, parents etc. Anything needed, anything I can help you with? Don't ask for referrals. If they've reviewed you, thank them again. If they haven't, ask if you can send them a link to review you.

9. Auto Email 6: Happy Home Anniversary!🎂💐

30 Days after previous. 1 Year In. Auto-Email Assign to Agent.

Subject:
Happy Home Anniversary!🎂💐

cc: Family Members

Hi #Lead_First_Name#,

It feels like just yesterday we were handing over the keys and celebrating this exciting new chapter in your life!

I hope the past year has been filled with wonderful memories, new traditions, and a growing sense of comfort and happiness in your space. A home isn’t just where you live—it’s where your story unfolds, and I’m so grateful to have been a part of the journey that brought you there.

If there’s anything I can do for you—whether it’s answering questions about your home, helping with future plans, please don’t hesitate to reach out. I’m always here for you!

Cheers to many more years of happiness and memories in your home. Here’s to your first home anniversary—and the exciting chapters still ahead!

10. Task 3: 3 Month Check-In (Call)

11. Auto Email 7: Ever considered investment property for extra income down the road?🏢

90 Days after previous. 18 months In. Auto-Email Assign to Agent.

Subject:
Ever considered investment property?🏢

cc: Family Members

Hi #Lead_First_Name#,

Have you ever thought about owning an investment property? It’s easier than you might think, and real estate is one of the most secure long-term investments out there.

Whether it’s creating a steady rental income, building a retirement nest egg, or even planning ahead for things like college tuition, an investment property could be a great option to explore.

If you’d like to learn more about how it works or chat about possibilities, I’d be happy to help! Let me know if this is something you’d like to consider—I’m just a call or email away.

Looking forward to hearing your thoughts!

12. Task 4: 2 year Check-In Call

90 Days after previous. 15 Months In. Task (Other). Assign to Agent.

Select: Other (to make it a Task)

Enter Variables: Name, Phone, Address

Do you realize it’s been two years since you moved in! How is the family, work, everyone doing alright?
If you saw my email from a few months ago regarding investments and have any questions or interest, let me know.

Other ideas: Retirement, hobbies, grandkids, how are the pets, new pets, etc.

13. Auto Email 8: Checking in!

14. Task 5: 2.5 Year Check-In Call

15. Auto Email 9: Hey! Happy Home Anniversary!❤️🏠

16. Task 6: 3.5 Year Check-In Call

180 Days after previous. 3 years 6 months In. Task (Other). Assign to Agent.

Select: Other (to make it a Task)

Enter Variables: Name, Phone, Address

Call and leave a message just saying hello and hoping all is well. Nothing important, just wanted to see how everything is going for you.

Other ideas: Anything exciting coming up? Trips, etc.? Retirement, hobbies, grandkids, how are the pets, new pets, etc.

17. Auto Email 10: Hey hey! 🏠❤️Happy 4 YEAR Home Anniversary!❤️🏠

180 Days after previous. 4 Year check-In. Auto-Email Assign to Agent.

Subject:
🏠❤️Happy 4 YEAR Home Anniversary!❤️🏠

cc: Family Members

Hi #lead_first_name#,

Happy home-anniversary! If you’re a tad curious about what the market actually means for your home value let me know. Online market evaluations are just an AI valuation based on all sales and then averaging them. It’s not taking into account your home’s improvements, location and quality improvements. Let me know if you want me to drop by and give you a better idea. It’s no trouble and I’d love to see you and say hello in person!😊

18. Task 7: 4.5 Year Check-In Call

19. Auto Email 11: 🏠❤️5 YEARS!❤️🏠

20. Task 8: 5.5 Year Check-In Call

180 Days after previous. 5 years 6 months In. Task (Other). Assign to Agent.

Select: Other (to make it a Task)

Enter Variables: Name, Phone, Address

Call and leave a message or follow up with a genuine text.

Other ideas: Just called to say hello and check in on you! Anything exciting coming up? Trips, etc.? Retirement, hobbies, grandkids, how are the pets, new pets, etc. If holiday is coming up, ask if they've got plans.

21. Auto Email 12: Happy home anniversary.

180 Days after previous. 6 Year check-In. Auto-Email Assign to Agent.

Subject:
SIX YEARS!❤️🥳🏠

cc: Family Members

Hi #lead_first_name#,

Happy home-anniversary! I hope all is going well! 6 years of memories I really hope you're still loving your home. Let me know if you have any projects around the house you need good pro recommendations for. I'm happy to refer great tradesmen and women!

How have you been?

22. Task 9: 6.5 Year Check-In Call

180 Days after previous. 6 years 6 months In. Task (Other). Assign to Agent.

Select: Other (to make it a Task)

Enter Variables: Name, Phone, Address

Call and leave a message or follow up with a genuine text.

Other ideas: Just called to say hello and check in on you! Anything exciting coming up? Trips, etc.? Retirement, hobbies, grandkids, how are the pets, new pets, etc. If holiday is coming up, ask if they've got plans.

23. Auto Email 13: Have you been eying other homes?👀

180 Days after previous. 7 Year check-In. Auto-Email Assign to Agent.

Subject:
Have you been eying other homes?👀

cc: Family Members

Hi #lead_first_name#,

Can you believe it’s been 7 years since you found the one? No, I’m not talking about a relationship milestone (though your home does deserve some love too)! They say the “7-Year Itch” makes people start looking around… so I have to ask:

Have you been eyeing other homes? 👀

If so, don’t worry—your secret’s safe with me! Whether you're just browsing, dreaming, or seriously considering a change, I’m here to help you navigate the market. And if you’re still head over heels for your home, maybe this is the perfect time to refresh things with a little TLC:

Update a space you’ve been meaning to improve.
Revisit your home’s value—you might be pleasantly surprised!

Either way, this anniversary is the perfect moment to reflect on the memories you’ve created and the journey you’ve had in your home. If there’s ever anything you need, I’m just a call or text away.

Cheers to the next chapter, whether it’s here or somewhere new! 🥂

24. Task 10: 7.5 Year Check-In Call

180 Days after previous. 7 years 6 months In. Task (Other). Assign to Agent.

Select: Other (to make it a Task)

Enter Variables: Name, Phone, Address

Call and leave a message or follow up with a genuine text.

Other ideas: Just called to say hello and check in on you! Anything exciting coming up? Trips, etc.? Retirement, hobbies, grandkids, how are the pets, new pets, etc. If holiday is coming up, ask if they've got plans.

25. Auto Email 14: It's your home anniversary and I wrote you this poem!

180 Days after previous. 8 Year check-In. Auto-Email Assign to Agent.

Subject:
🎉 8 Years in Your Great Home! 🎉

cc: All family members

Eight amazing years have come and gone,
In a place you've turned into your own dawn.
Memories made within these walls,
Laughter echoing down the halls.

From cozy nights to sunny days,
Your home has seen it all—so many ways.
But if you’re dreaming of something new,
I’m here to help, just as I’ve always done for you.

Celebrate your home, it’s stood the test,
Wishing you all the joy and nothing but the best!

Here’s to many more happy years in your special space,
And remember, I’m here if you're ready for the next place!

Your Realtor For Life!

26. Task 11: 8.5 Year Check-In Call

180 Days after previous. 8 years 6 months In. Task (Other). Assign to Agent.

Select: Other (to make it a Task)

Enter Variables: Name, Phone, Address

Call and leave a message or follow up with a genuine text.

Other ideas: Just called to say hello and check in on you! Anything exciting coming up? Trips, etc.? Retirement, hobbies, grandkids, how are the pets, new pets, etc. If holiday is coming up, ask if they've got plans.

27. Auto Email 15: 🎉 Cheers to Nine Great Years! 🎉

28. Task 12: 9.5 Year Check-In Call

180 Days after previous. 9 years 6 months In. Task (Other). Assign to Agent.

Select: Other (to make it a Task)

Enter Variables: Name, Phone, Address

Call and leave a message or follow up with a genuine text.

Other ideas: Just called to say hello and check in on you! Anything exciting coming up? Trips, etc.? Retirement, hobbies, grandkids, how are the pets, new pets, etc. If holiday is coming up, ask if they've got plans.

29. Auto Email 16: 🕯️🕯️🕯️🕯️🕯️Cheers to TEN Years! 🕯️🕯️🕯️🕯️🕯️

180 Days after previous. 9 Year check-In. Auto-Email Assign to Agent.

Subject:
🕯️🕯️🕯️🕯️🕯️Cheers to TEN Years! 🕯️🕯️🕯️🕯️🕯️

cc: All family members

#lead_first_name#,

TEN years ago, you took a big step into a new chapter—and what a beautiful journey it’s been! Your home has been the backdrop for countless memories, milestones, and moments of joy.

As you celebrate this special milestone, take a moment to reflect on everything your home has witnessed: laughter, growth, and maybe even a few challenges that made you stronger.

If your heart starts to wonder what’s next—whether it’s refreshing your current space or dreaming of something new—know that I’m here, ready to guide you every step of the way.

Cheers to ten years!