Goal · Stay top of mind between deals
Strengthen client relationships between deals.
Clients remember who remembered them. Peoplewisher marks every birthday, client anniversary and holiday with a personal touch, so relationships grow even when there’s no deal on the table.
- Free to start
- No credit card
- Ready in 3 minutes
Why it works
Small moments, measurable goodwill.
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Personal, not promotional
A birthday note with no sales pitch is remembered far longer than another newsletter.
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Consistent for every client
Every client gets the same care, not only the ones someone remembered.
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Runs between deals
Touchpoints keep going all year without anyone building a campaign.
The plan
What Peoplewisher sends, and when.
Turn it on and it runs for every person, every year. Approve each message first, or let it run.
Best for
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Step 1 · On their birthday
Personal message with an AI-designed card
Sent by WhatsApp, written personally for each person, on their day and in their timezone.
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Step 2 · Client anniversary
“One year with us” thank-you note
Sent by Email, written personally for each person, on their day and in their timezone.
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Step 3 · Holiday season
Branded season’s greeting to every client
Sent by Email, written personally for each person, on their day and in their timezone.
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Prefer your own plan? Describe it to Peoplewisher AI and it builds the steps for you.
Start this plan free
How do celebrations strengthen client relationships?
Celebrations show clients they are remembered as people, not accounts. A timely, personal birthday or anniversary message creates goodwill between deals and keeps your name top of mind when they need you again or are asked for a recommendation.
Which client moments should I celebrate?
Start with client birthdays, the anniversary of when they became a client, and major holidays. Add milestones that matter in your industry, such as a home closing date for realtors or a policy anniversary for advisors.
Can messages come from me personally?
Yes. Send from your own Gmail or Outlook, your WhatsApp Business number, or SMS from your own phone with the SMS gateway. Peoplewisher writes a personal note for each client in your tone, and you can approve everything first.
How much does it cost to run this plan with Peoplewisher?
Peoplewisher is free for up to 50 people by email. Starter is $9.99 a month for up to 500 people, and Scale is priced per person from 1,000 to 500,000 people. Every paid plan includes every channel and feature; SMS and WhatsApp are pay-as-you-go. See pricing.
More goals
Pick another outcome.
- Improve customer retentionTurn one-time buyers into regulars
- Drive repeat salesOffers customers actually open
- Earn more referrals & reviewsHappy moments, happy word of mouth
- Boost employee engagementMake every person feel seen
- Grow member engagementEvery member feels known
- Improve member retentionMore renewals, year after year
Get started today
Let Peoplewisher take care of your celebrations.
Tell it who matters once. It remembers, writes, designs and sends, every time, on time.
- Free to start
- No credit card
- Ready in 3 minutes