Create and send pre-birthday check-in emails to clients
Create and send pre-birthday check-in emails to clients
Your client tracker lacks outreach status, so advisors miss timely check-ins before birthdays. You’ll send a personal pre-birthday email automatically, keeping advisors proactive ahead of birthday month.
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Overview
Missed check-ins weaken client relationships and create missed opportunities for timely advice. This flow turns a tracker update into an immediate, personalized pre-birthday outreach and logs the touch so advisors stay proactive ahead of the birthday month.