For B2B & professional services
Clients refer and renew with firms that treat them like people. Peoplewisher AI remembers every client birthday, relationship anniversary and project milestone, writes a personal note and sends it from each partner’s own email.
Sound familiar?
Revenue in agencies, consultancies and law, accounting and recruitment firms depends on relationships. The personal touches that build them usually depend on someone remembering.
Everyone agrees personal touches matter. Nobody owns them, so they happen only when someone remembers.
Billable work always wins. A client’s birthday or anniversary slips by unnoticed.
One firm-wide card to the whole list feels like a mail merge, because it is one.
Five years working together is a milestone, and most firms never say so.
Birthdays live in a partner’s head, a CRM field or an old spreadsheet.
The best moment to ask is when a client feels good about you, and that moment is rarely planned.
What changes
Your CRM holds the client, the deal and sometimes the birthday. It does not write the note, design the card or send it from the partner.
CRM + partner’s memory
With Peoplewisher
Birthdays sit in a CRM field nobody checks
Every client birthday is celebrated on the day, automatically
One generic holiday card from the firm
Holiday greetings from each partner’s own email, written per client
Relationship anniversaries never noticed
“5 years working together” is worked out and celebrated
Partners write every note themselves, or not at all
AI drafts a personal note; the partner approves in one tap
No record of who sent what
Send history for every message, with previews and delivery details
Everything it handles
Set it up once for the whole firm. Each partner’s clients are celebrated from that partner’s own name.
A personal wish from the person they actually work with.
Mark every year you have worked together.
Celebrate the work you do together.
The whole client list, without a mail merge feel.
Goodwill, followed up at the right time.
Thoughtful gifts with the controls a firm needs.
Proactive AI
It watches every client date, suggests the right gesture, waits for approval and then sends it.
Monday
Caleb Brooks has been a client for 5 years on Monday. Draft a thank-you from Emma Clarke with a branded card and a digital gift card?
Approve Edit Emma approves from her phone. The note goes out from her own email.
Next week
Lucas Martin’s project goes live on Thursday. Send a congratulations email and a LinkedIn shoutout?
Approve Edit A personal note on the day and a public post your client can share.
In 5 weeks
Holiday season is coming. Prepare greetings for all 240 clients, each sent from their own partner’s inbox?
Approve Edit Each partner reviews their clients’ greetings before launch.
Your data, connected
Sync clients and their owners from your CRM, or start from a spreadsheet. New clients are celebrated without anyone setting them up.
CRM & spreadsheets
Each partner’s email, WhatsApp & LinkedIn
Time back
Every personal touch takes a few minutes to remember, write and send. Adjust the numbers to match your client list.
What the manual minutes cover
Assumes 3 celebrations per person a year. Move the sliders to match your team.
0
hours a year Peoplewisher handles for you
0
working days (8 hours) back
Ideas to plan
Small gestures that clients remember long after the project.
A thank-you from the partner on each client anniversary.
A personal wish from their own partner’s email, with a branded card.
Celebrate the day a project launches, with a LinkedIn shoutout.
A one-off message when your client contact is promoted.
A personal season’s greeting from each partner to their clients.
A digital gift card for a big anniversary, within your gift budget.
Get started
Almost nothing to configure. Everything stays under your control.
Sync HubSpot, Salesforce, Pipedrive, Zoho or Google Sheets, or upload a CSV of clients and their partners.
Peoplewisher AI suggests messages, cards, gifts and senders. Partners review and approve.
Birthdays, anniversaries, go-lives and holidays are celebrated every year, from the right person.
Goals
Sync clients and their dates from your CRM or a spreadsheet, then let Peoplewisher AI write a personal note for each client. It sends from the partner’s own Gmail or Outlook on the day, after approval if you want it.
Yes. Send email through each partner’s Gmail or Outlook, or custom SMTP from your domain, so clients hear from the person they actually work with.
HubSpot, Salesforce, Zoho, Pipedrive and Google Sheets sync live. You can also import CSV or Excel files, or send clients through webhooks from Zapier, Make or n8n.
Yes. Peoplewisher celebrates relationship anniversaries from each client’s start date, and any project date or custom yearly occasion you add.
Yes. Send digital gift cards or money gifts, with budgets, monthly caps and approvals. Every gift is logged in the Gift Center.
There is a free plan available, and paid plans include every feature. See pricing.
Keep exploring
Get started today
Tell it who matters once. It remembers, writes, designs and sends, every time, on time.