Special Occasion Tracking
Never Miss a Moment That Matters
Birthdays, anniversaries, and home purchase milestones are perfect opportunities to reconnect with your database and strengthen relationships. But remembering every date and planning timely outreach? That’s where most agents struggle.
PulsePointHQ makes it simple to track special occasions and reach out at exactly the right time, in whatever way works best for your business.
Track the Moments That Matter
Keep track of the important dates that give you natural reasons to stay connected:
✓ Birthdays
✓ Wedding Anniversaries
✓ Home Purchase Anniversaries
When these details are stored in your CRM, you can quickly identify who to reach out to and when, without digging through spreadsheets or relying on memory.
Flexible Search to Match Your Workflow
Every agent handles milestone outreach differently. Some send cards a week in advance. Some prepare everything at the beginning of the month. Some prefer same-day phone calls or video messages. PulsePointHQ adapts to however you work.
Search by:
- Occasion type (filter by birthday, wedding anniversary, or home anniversary)
- Month only (see everyone with a birthday in February)
- Month and specific day (see who has a birthday on February 23rd)
Examples of how agents use this:
✓ Daily card prep: Filter for event milestones 7 days out, write cards, and mail daily
✓ Weekly or monthly batch prep: Pull all birthdays for February or the following week, prep cards, and mail in batches
✓ Same-day digital outreach: Check today’s dashboard, record personalized video messages, and send via e-card, text, or DM
✓ Real Estate Reviews: Pull home anniversaries for the upcoming month to schedule and prepare real estate reviews or complete pop-bys for these contacts
However you want to stay connected, the system makes it easy to identify who needs outreach and when.
Quick Access from Your Dashboard
Every time you log in, your dashboard shows “Moments That Matter Today” with a count of how many contacts have a birthday, wedding anniversary, or home anniversary that day.
One glance tells you exactly who deserves a personal touch today. No searching. No guessing. Just instant visibility into opportunities to connect.
Follow Up However You Want
The system tracks the dates. You decide how to use them.
Ways agents stay connected on special occasions:
- Send handwritten cards or printed greeting cards
- Record personalized video messages
- Make phone calls or send texts
- Send e-cards or social media messages
- Drop off small gifts or treats
- Plan client appreciation events around milestone clusters
PulsePointHQ doesn’t dictate your approach. It just makes identifying opportunities simple and fast so you can focus on the personal touch that matters.
What If You Don’t Know the Year?
When adding a contact, the year is a required field, but if you don’t know it, just enter 1900 as a placeholder. This way you know it’s not the real year, but the month and day filters still work perfectly.
You can still identify and reach out to contacts with milestone moments even if you don’t have complete information.
Strengthen Relationships, One Milestone at a Time
People remember who showed up during life’s memorable moments. A birthday message. A home anniversary card. A simple “congratulations on another year in your home.”
These touches don’t take much time, but they build lasting relationships that lead to referrals, repeat business, and loyalty.
The hard part isn’t knowing what to do. It’s remembering to do it. PulsePointHQ handles the remembering so you can focus on connecting.
READY TO STAY CONNECTED?
Stop missing opportunities to reconnect with your database. Track special occasions, identify milestone moments, and reach out at exactly the right time, every time.