Family services owners: keep client birthday outreach current

Family services owners have client birthday tasks set in past years, causing missed outreach and weaker relationships. It shifts due dates into the current or next year so outreach occurs on time.

Overview

Missed birthday outreach weakens client relationships for family services providers. This workflow finds stale birthday dates and shifts them into the current or next year so outreach is queued correctly and personal touches aren't missed. Business owners and marketing coordinators see cleaner schedules and fewer missed follow-ups.

Notable Features

Detect past birthday dates
Compute current or next-year date
Update task due dates