Looking to further nurture or re-engage your leads and clients? Give our Happy Birthday wishes for clients a try! Birthday greetings are a great way to celebrate with your prospects, while keeping them warm and engaged. 🎈

You can download, save, and send our birthday message templates via WhatsApp or text. We’ll even show you a way to auto-personalise them with your client’s name, to make sending as quick and easy as possible. 🎁

Every day, many people around the world celebrate another trip around the sun. ☀️ When you send a birthday message on the day that your client celebrates, you show them you care. It’s a small, easy gesture, but it can go a long way to building and strengthening that connection between you two.

Even if your client isn’t ready to buy today, a birthday message can help them remember you in the future when they are ready.

Your birthday greetings can also help keep you fresh in your client’s mind. This means that even if they’re not ready to buy today, they’ll be more likely to remember you in the future when they are ready. That can help you land a sale!

For inspiration, we’ve curated our best Happy Birthday wishes for clients, for different situations and industries. You can use these with your own prospects to continue nurturing and building your relationship with them.

💡🎁 Pro-Tip: When you see a greeting you like, click “Personalise This Template” to save it directly into your Privyr account. To make the message even more relevant, edit it to include some details about you and your business.

Then, you can directly send Happy Birthday wishes to your clients via WhatsApp, iMessage, SMS, and more. Privyr will even auto-personalise each message with your client’s name. 🙌

Don’t have a Privyr account? Get started for free here so that you can send auto-personalised festive greetings, follow-ups, and other messages in just a few taps.

Handy Guide

We hear it from our customers all the time: In the world of online courses, the struggle is real! 😪 In addition to teaching, aspiring trainers often have to invest in marketing, content, and sales to attract as many students as possible.

Of course, working on all of these areas can increase online course sign-ups! But when their classes fail to fill up, instructors often wonder if they could be doing something more. 🤔

The good news is that there’s an easy solution to more quickly capture those leads, with minimal extra effort on your part! This tool will even help you more quickly engage your prospective students so that they enrol – before they lose interest or go to a competing instructor.

What’s more, you can use it even if you’re already generating leads from other sources.

Happy birthday greetings for new leads 🎂

Birthday greetings can help build a foundational relationship with your newest prospects. You’re still making an impression on this audience, so use these template messages to show you’re energetic and thoughtful – and you’re there for your new lead if they need anything.

"Hi May,

Happiest of birthdays! 🎉Wishing you the best of opportunities in the upcoming year, and many more birthdays to come.

I’m here to make sure your next year is a great one. Please feel free to reach out to me if you need anything.

– Carson, ACME Insurance"

"Happy birthday, Josh!

May this year be better than the last, with many joyful moments (like your upcoming proposal 💍!).

If you have any questions about rings, designs, or anything, I’m here to help.

Delia, The Artisan Jeweller"

"Wishing you a very happy birthday, Charmaine! 🎈Have a wonderful celebration and a wonderful year ahead!

I’m here for you anytime if you have any questions about the market or other housing trends.


ACME Realty"

Birthday messages for longtime clients 🤝

Feel free to make your birthday wishes for this crowd more personal. You’ve known them a long time, so it makes sense to send a more detailed greeting.

We’ve included templates with more details below. You can edit them to reflect personal details you have about your business, your client, and their preferences.

"Hey Ben, happy birthday! 🎉

Have a great celebration, and don’t forget to treat yourself with a slice of that chocolate cake you like so much. Rewards are an important part of fitness and wellness! 🙌

Have a great time with Lisa and the kids. I’ll see you in the gym when you’re back. Looking forward to helping you meet your fitness goals next year!


Pump It Up! Gym"

"Hey Sheryl,

Happy birthday to you and Mark! 🎈It’s so cool that you share a birthday with your son – we’re certainly very lucky to have both of you. Are you making a peanut butter cake together again this year? 😋

It’s an honour to collaborate with you on wealth management for your family. I hope your celebration is amazing, and please feel free to reach out any time if you need something. Coffee’s on me the next time you’re free! ☕


Premier Wealth Advising"

"Happy birthday, Dan! 🎉

Enjoy your day with Layla, John, and Snowflake 🐈. (Did you ever decide on the concert tickets?)

I look forward to catching up at our meeting next month, but if you need me before then, you know I’m just a call or text away.


Safe & Sound Insurers"

Birthday wishes for clients who you haven’t spoken to in months – or even years! 🎈

When managing relationships, it’s always best if you keep in regular contact. However, we understand if you’ve been struggling to reach out regularly and follow up with your leads and clients.

The good news is that it’s often easier to engage your current prospects, even if you haven’t spoken to them in a long time. Namely, you don’t need to spend extra money generating that lead.

Use these Happy Birthday wishes for clients who you haven’t spoken to in a long time. You’ll likely need to send more follow-up messages to re-engage them, but you can start with a birthday greeting like one of these.

"Happy birthday, Alicia! 🥳

Wishing you a fruitful year full of joy, good opportunities, and tasty food!

The last time we spoke, you’d mentioned you were interested in a larger flat to accommodate your growing family. We do have two properties with five-room flats available near good schools in Edenbrook and Meadowcrest.

If you’re interested in hearing more about them, just send me a 👍.


Serene Peace Residences"

"Happiest of birthdays to you, James! 🎂

I remember how much you love cupcakes, so I hope you get your fill of them today.

A few months ago, I know you were looking into business English courses for you and your team. If you’re still interested, we are having multiple new intakes in the next few months. Send me a Yes if you’re interested in looking at the brochure!

– JJ, Courses & Skillz"

"Happy birthday, Rebecca! Hope this next year is a great one. 🥳 Last we spoke, you were expecting a promotion soon! I hope that all went well.

Thanks so much for taking one of our data science courses. We do have other tech skill classes available with Charlie, our newest instructor! If you want to have a look at his schedule, just reply to me with a Yes!


Online Coaching Limited"

Happy birthday wishes for clients to offer a promotion 🎁

Festive occasions like birthdays are a great time to offer sales and promotions to your clients. Not only does it give you the opportunity to celebrate together but also it can help build brand loyalty.

So what are you waiting for? Use these templates to send your client a birthday treat they’ll love.

"Happy birthday, Jamie! 🥳

Congratulations on making another trip around the sun! To celebrate, I’d love to offer you 20% off my signature Solar Return Reading so you can prepare for your next year.!

Your exclusive promo code for my website is JAMIEBDAY24. Just enter it in when you check out on my website 🎁. Have a wonderful day!

Stella Luna, The Journey Astrologer"

"Happy Kai Day! 🎂🎂🎂 I hope you’re enjoying your time with your loved ones but still exercising self care.

We’d love to celebrate with you by offering you a FREE bday upgrade on your subscription perfume box. Even better, if you decide to keep the boxes coming, you’ll get 30% off the next three boxes with the code KAI30BDAY.

To get this upgrade, just send a 👍, and you’ll get your free box within the next two weeks! 🎁"

"Happy birthday, Raffi! 🤩

Here’s another gift to add to your pile 🎁: $50 off your next piece of jewellery, so you can treat yourself for your special day.

Just enter RAFFIDAY50 when you check out this month on Gems with Jem, and enjoy your bling! ✨✨✨"

How to quickly and easily send happy birthday wishes to clients 🥳

With Privyr, it’s easy to save and send Happy Birthday wishes for clients. Just click “Personalise This Template” on your favourite greetings above, and the message will be stored in your Privyr app, where you can access it whenever you need.

Then, you can send the template to your clients via WhatsApp, iMessage, SMS, and more – right from the app. Privyr will even auto-personalise the template with your prospect’s name.

With Privyr, it’s easy to keep in touch with your clients via follow-ups and festive greetings – for holidays such as Eid, Christmas, New Year, and other holidays – in just a few taps.

Keep the party going 🎁

Your relationship with your client doesn’t stop at their birthday. Regular follow-ups help keep your prospects warm and engaged, so make sure you know when you’re sending your next one! Privyr makes it easy to schedule your next follow-up. It can even remind you when you send it, so all you have to do is tap.

If you’re looking for inspiration for what to say for follow-ups, why don’t you try 20 WhatsApp follow-up messages to re-engage leads? We also have industry-specific follow-ups for your real estate leads, insurance leads, and prospects who have just attended your open house.

Want sales tips and tricks delivered to your inbox?

Subscribe to Privyr’s newsletter, trusted by over 50,000 salespeople, marketers, and small businesses.


Kylee became a writer out of unbridled curiosity for the world. Forever fascinated with the exchange between people and technology, she will talk your ear off about science and science fiction.