Client Birthday & Business Anniversary
Personalized birthday and business anniversary messages that keep the firm top-of-mind and strengthen relationships
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Personalized birthday and business anniversary messages that keep the firm top-of-mind and strengthen relationships.
How It Works
1
Date Match
Custom field matches today
2
Type
Birthday or business anniversary
3
Birthday SMS
'Happy Birthday! 🎂 Wishing you a wonderful day from {{firm_name}}.'
4
Anniversary SMS
'Congratulations on {{years}} years in business! 🎉'
5
Tag
'birthday-wished-{{year}}'
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.