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Understanding The Anniversary Pipeline

The Anniversary Pipeline is designed to reconnect with past Vendors and or Purchasers at important intervals within their journey of being a homeowner. Your Active Agent system will automatically send one, two and three year anniversary e-cards and messages. At the same time creating tasks for you to contact the old and now new potential client.

This is how it works:

Using The Anniversary Pipeline

Once your vender and/or the purchaser has completed their property sale and/or purchase they will be moved into the COMPLETED STAGE of the SALES CHASING PIPELINE. See Understanding The Sales Chasing Pipeline.

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Change the deal status to WON. This can be done by dragging the deal up above the stage titles where won and lost sections will appear. Or we recommend opening up the deal and writing a note in the notes section, then within the status dropdown change from open to WON.

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The deal will now disappear from all pipelines but can be found via the search bar in the left-hand side.

In 12 months time, the deal will re-populate within the ANNIVERSARY pipeline with a task for a member of staff to contact to see if your services are required or if the potential new client would like to know the new value of their home.

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The potential new client will now automatically be sent and new nurture journey including a 1st Year Anniversary e-card from your office to help in converting another instruction.

If A New Market Appraisal Is Gained

First, change the time and date of the old appointment to the new one. Then change the pipeline dropdown to Vendors and the stage to the stage required, in this case, Appointment Made.

Active Agent will then start a new Vendor nurture journey and the appointment email and SMS will be automatically sent.

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If No Further Action Is Required

- First, add a new note.

- Second, tick to complete the task.

- Finally, change the status back to WON.


The deal will once again disappear from all pipelines but as before will

re-populate in 12 months time but this time will send a Happy 2nd Year Anniversary e-card.

If there's anything you're unsure of please don't hesitate to Contact Us. Also feel free to book on for a one-on-one training session with a member of our expert team to go through your system Training with you or any other staff in your office.

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