Create birthday reminders and tag contacts for outreach

Your client records miss birthdays and calendars lack reminders, causing missed outreach. Tagged contacts and yearly reminders ensure outreach happens on the birthday, same day.

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Overview

When a note flags a client for birthday outreach, manual enrollment and reminders waste time and let personal touches slip. This flow tags the contact, schedules a yearly all-day reminder, and pings your team so personalized outreach happens on the birthday, same day.