Birthday, Milestone & Life-Event Outreach System
A done-for-you financial services automation built for the Financial Advisor, connecting Twilio, Mailchimp, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Every client's birthday, portfolio anniversary, and logged life event (a retirement date, a child's college start date, a planned home purchase) triggers an automatic personalized outreach from the advisor.
Birthday messages are warm and non-sales-oriented.
Anniversary messages include a brief note on the account's performance and an invitation to review.
Life event triggers launch a financial planning conversation about the specific milestone approaching.
The advisor stays top of mind for every client throughout the year with touchpoints that feel personal and timely rather than scheduled and generic.
- CRM (e.g., Wealthbox or Redtail)
- Zapier or Make.com
- Mailchimp or ActiveCampaign (personalized sequences)
- Twilio (birthday text from advisor)
- Google Sheets (milestone event tracker)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a financial advisor manually pieces together information from different places, then has to relay it to everyone who needs it. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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