Let's build a client birthday process! In today's episode, I'm going to walk you through creating a process to celebrate your clients (and team) on their birthdays! This is a fun, easy process to put in place to help create more engagement and loyalty with your clients.

Make sure you open up a Google Doc and we'll get started!

You'll learn:

• Why I love creating processes around client or team birthdays
• When and how to capture birthday information
• Where to store your client birthdays for easy access
• How to create joy and value for your clients, even if you're using automation!

I can't wait to build this with you!

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