Annual check-in email sequences for past clients

Purpose

1.1. Automate annual check-in email sequences to past kitchen remodeling clients for relationship building, referrals, feedback, and upsell opportunities.
1.2. Automation ensures consistent post-project client engagement, enhances reputation management, automates data-driven follow-ups, and sustains ongoing brand presence.
1.3. Automating the sequence assists with efficient resource allocation, automates gathering testimonials, and automates discovery of additional project needs.

Trigger Conditions

2.1. Trigger: One-year anniversary of project completion date for each past client.
2.2. Alternative triggers: Customer record anniversary in CRM, scheduled task in automation calendar, or programmable timer.
2.3. Automator checks for duplicate or opt-out clients before initiating automation.
2.4. Automation triggers on set recurrence (annual) and can be paused/resumed in bulk.

Platform Variants

3.1. Salesforce
• Feature: Workflow Builder — Automate sending emails at scheduled annual intervals.
• API: `/services/data/vXX.X/actions/custom/email`
3.2. HubSpot
• Feature: Workflows — Automate email campaign on client anniversary.
• API: `POST /email/public/v1/singleEmail/send`
3.3. Mailchimp
• Feature: Automations — Set up date-based automation for past clients.
• API: `/automations/{workflow_id}/emails`
3.4. ActiveCampaign
• Feature: Automations — Automate emails using Contact Date triggers.
• API: `/api/3/automations`
3.5. Zoho CRM
• Feature: Workflow Rules — Date-based email automation.
• API: `/crm/v2/Emails/actions/send`
3.6. Pipedrive
• Feature: Workflow Automation — Automate emails on deal close anniversaries.
• API: `/recents` + email plug-in
3.7. Microsoft Power Automate
• Feature: Flow trigger on Dynamics CRM project date.
• API: `Send an email (V2)`
3.8. Google Workspace (Gmail + Sheets)
• Feature: Apps Script — Automate Gmail sending on anniversary date in Sheet.
• API: `GmailApp.sendEmail`
3.9. SendGrid
• Feature: Automate bulk personalized emails via template and date-based triggers.
• API: `POST /mail/send`
3.10. Klaviyo
• Feature: Flows — Automated email triggers from anniversary dates.
• API: `/api/v1/flows/`
3.11. Constant Contact
• Feature: Automation Email Series — Set start trigger on custom field date.
• API: `/v2/contacts/{contactId}/actions/email`
3.12. Intercom
• Feature: Automated messages — Scheduled by custom date attributes.
• API: `POST /messages`
3.13. Drip
• Feature: Workflow builder — Triggers based on custom fields (e.g., project date).
• API: `/v2/workflows`
3.14. Keap (Infusionsoft)
• Feature: Date Timer in Campaign Builder for automating check-ins.
• API: `POST /emails`
3.15. Copper CRM
• Feature: Automated Tasks & Reminders linked to closed projects.
• API: `/v1/activities`
3.16. Monday.com
• Feature: Automations — Date arrives trigger for item (client) anniversary.
• API: `POST /v2/notifications`
3.17. Smartsheet
• Feature: Automated Workflows on Row Date matching.
• API: `/sheets/{sheetId}/rows`
3.18. Asana
• Feature: Rules — Task created on project completion anniversary, then email via Outlook/Gmail integration.
• API: `/tasks` + mail integration
3.19. Trello
• Feature: Butler Automation — Card date trigger, email action via third-party.
• API: Power-Up email integration
3.20. Airtable
• Feature: Automations — Sends email when date field is today.
• API: `POST /v0/{baseId}/{tableId}/records` + email action
3.21. Marketo
• Feature: Smart Campaign with date filter trigger for automated emails.
• API: `/rest/v1/leads/push.json`

Benefits

4.1. Automated annual check-ins maintain active client relationships without manual effort.
4.2. Automation boosts retention, automates referrals, and enhances reputation with automatable processes.
4.3. Reduces admin workload, automates feedback collection, and identifies additional automatable upsell opportunities.
4.4. Automation ensures no client is missed and the process is scalable for growing remodelers.