Here at LeadDec, we're always looking for innovative ways to enhance your connection with your clients. That's why we're excited to introduce our newest addition—Birthday Automations. This feature allows you to automatically send birthday wishes to your clients, making them feel valued and fostering stronger relationships. Let’s walk you through how you can set up and use Birthday Automations effectively.
Setting Up Birthday Automations
Navigate to Automations: In your LeadDec dashboard, go to the Automations section where you’ll find the new "Birthday Automation" option.
Configure Birthday SMS: The core of Birthday Automation lies in sending a personalized text message to your clients on their birthday. Craft a warm message that aligns with your fitness business’s tone. You might say, “Hey [First Name], it’s [Your Name/Position] from [Business Name]. Just noticed it's your special day. Wishing you a fantastic birthday!”
Scheduling Pre-Birthday Tasks: To engage even further, we’ve added the capability to schedule tasks 10 days before your client's birthday. This could be a reminder for you to send a physical birthday card, offer a special birthday discount, or plan a personalized workout. Within LeadDec, you’ll see a reminder “10 days until [Client’s Name]’s birthday” along with their full date of birth, ensuring you have ample time to prepare.
Task Details for Physical Mailings: For an extra personal touch, why not send a birthday card through the mail? LeadDec now includes the client's full address in the task details, making it seamless for you to send out a thoughtful birthday card directly to them.
Benefits of Using Birthday Automations
Enhanced Client Retention: Personalized birthday messages make clients feel acknowledged and appreciated, increasing loyalty to your fitness business.
Streamlined Workflow: By automating birthday greetings and reminders for birthday-related tasks, you save time while ensuring no client is overlooked.
Increased Personalization: Adding a personal touch like a birthday message or a physical card can significantly boost your client’s overall experience with your fitness business.
Conclusion
Birthday Automations are now a part of your LeadDec account, ready to add a personal touch to your client relationship management strategy. By celebrating your clients’ special days, you not only make them feel valued but also strengthen your community. Dive into your LeadDec dashboard, explore the Birthday Automations feature, and start spreading joy on your clients' birthdays.
Still have questions or need assistance setting up your Birthday Automations? Our support team is here to help 24/7. At LeadDec, your success and the happiness of your clients are our top priorities.