Send personalized birthday SMS to clients from advisor

Your client birthday events lack reliable personal outreach, leaving advisors to send inconsistent texts. The flow delivers a personalized SMS so clients receive a friendly note the next business morning.

Overview

Personal touches like birthday messages keep advisory relationships active, but they slip when sent manually. This flow guarantees a timely, advisor-sent birthday SMS by the next business morning, preserving client goodwill and freeing partners from routine outreach.