Create client birthday records from board column updates
Create client birthday records from board column updates
Your board's birthday entries are scattered, causing missed outreach and unprepared touches. Centralize birthdays into a client table so your service team can schedule outreach ahead of each date.
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Overview
As a managing partner, you need client stewardship to run smoothly without manual list wrangling. This flow turns board updates into a single client birthday table so your service team can prepare outreach reliably and ahead of each date.