Client Birthday Recognition Process {{ currentPage ? currentPage.title : "" }}

Recognize VIP Client Birthdays

To foster connection, build community, create a talking point for clients, and to generate referrals and repeat business. Everyone wants their birthday remembered. 

Process Overview:

1. Notification

  • Follow Up Boss (FUB) will notify you one weeks in advance of a VIP client's birthday.

2. Tracking

  • Log the client’s name and birthday card progress in the Client Birthday Cards Google Spreadsheet when the FUB notification is received.

3. Weekly Preparation (Every Tuesday):

  • Prepare all birthday cards scheduled for the upcoming week.

  • Steps:

    • Change status to “preparing” in the Google Sheet

    • Write a handwritten birthday message inside the card.

    • Insert a $5 scratch ticket.

    • Address the envelope, including:

      • Client’s mailing address

      • Team’s return address

      • Proper postage

4. Team Signature

  • Place the prepared card on the associated Realtor’s desk for them to sign. Change status to “Agent Signing”.

5. Mailing

  • On Friday before noon, give the completed cards to the Front Desk to be mailed out.

6. Final Step

  • Mark the card as "Mailed" in the Google Spreadsheet to complete the process.

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