Hi @MStevens711 ,
Thank you so much for reaching out to us!
If you are able to create a custom property with the “circle back in x months” or “reach out after the first year” to identify these customers you would be able to create a workflow. You would be able to use that custom property as an enrollment trigger and then have the following action to be marketed as “Non HubSpot marketing contact” which would allow you keep the records in your portal but, they would not count towards your limit.
Best,