Automate the basics.

Never miss a client's birthday or home anniversary again

Set it up once. Your past clients hear from you on their birthday and home anniversary, every year, without you lifting a finger.

Not sure? Take the 30-second quiz
✓ Free✓ Takes 10 minutes✓ No credit card
WHAT'S INSIDE
Before you start
A 2-minute checklist
Starter · about 10 min
Birthday and anniversary emails, morning reminder
Connected · about 45 min
kvCORE or Follow Up Boss sync, plus newsletters
Pro · 60 to 90 min
Showings tracker, deals log, your numbers, top referrers
Preview

See it before you get it

Your Agent Hub sheet
Each agent's own Google Sheet. Add a client once and it does the rest.
THE 30-SECOND LESSON

Start with the follow-up that never fails

Birthdays and home anniversaries are the easiest touchpoints to automate. It takes about 10 minutes, needs no new tools, and runs on its own. Your contacts stay in your own Google Sheet, so you can add CRM sync and newsletters later without starting over.

Which setup is right for you?

Three quick taps. All three setups are free templates, and you can start simple and add more later.

Do you use a CRM like kvCORE or Follow Up Boss?
Do you want to send newsletters or nurture emails?
Do you want to track your showings and deals?
Want us to set this up for you? Book a call
For brokerages

Give every agent the same system

One payment for your whole brokerage. Every agent gets the guide in Stratify as required learning.

For agents
Free
  • The guide and PDF kit by email
  • Set it up on your own
For your brokerage
  • Every agent, now and later, as required learning
  • Due 14 days after each agent joins
  • See who started and who finished
  • Your Stratify team account is included, free
Get it for my brokerage