Set it up once. Your past clients hear from you on their birthday and home anniversary, every year, without you lifting a finger.

Birthdays and home anniversaries are the easiest touchpoints to automate. It takes about 10 minutes, needs no new tools, and runs on its own. Your contacts stay in your own Google Sheet, so you can add CRM sync and newsletters later without starting over.
Three quick taps. All three setups are free templates, and you can start simple and add more later.
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