Anniversaries are natural occasions to touch customers. Most of us make contact and celebrate annual anniversaries, but nothing is stopping us from setting up anniversary touches for newer customers at the three month mark or six month mark. The first 90 days or so is when a new customer really begins to bond for the longer term.
If you decide to go this route, rather than just a clinical check-in, which we often see the bigger companies do via phone banks, I like to recommend that you include more of a personal touch in the form of a real benefit or small gift in the process. Could be a complimentary service of some kind, or just a fun chotsky, but the idea is to reinforce the excitement and positive feelings that launched the relationship in the first place.
Most salespeople do not do this, so it can really set you apart and “elevate” your game!