Send two-week client birthday reminders to your inbox

Your client birthday list often sits unused, so personalized outreach is missed and relationship warmth slips. You receive two-week reminders to prepare client outreach and reconnect ahead of the birthday.

Overview

Keep client relationships warm with proactive birthday nudges that your consultants actually use. Instead of letting anniversary tasks slip, this flow delivers two-week reminders so personalized outreach happens ahead of the date.