Stand out from the crowd by re-engaging your leads during their birthday month! Copy our Happy Birthday wishes for clients.

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.

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

• Happy birthday greetings for new leads
• Birthday messages for longtime clients
• Birthday wishes for clients who you haven’t spoken to in months – or even years!
• Happy birthday wishes for clients to offer a promotion
• How to quickly and easily send happy birthday wishes to clients

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"

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"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"

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"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.

Alex

ACME Realty"

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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!

Luke

Pump It Up! Gym"

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"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!

Michelle

Premier Wealth Advising"

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"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.

Paul

Safe & Sound Insurers"

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Blast your Birthday Month Promotions via WhatsApp in one click!
Instantly message and reconnect with hundreds or thousands of leads via WhatsApp — without getting banned. Use WhatsApp Campaigns on Privyr today.

Discover how

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.

"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"

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"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! "

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"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! "

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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 .

Una

Serene Peace Residences"

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"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"

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"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!

Jonathan

Online Coaching Limited"

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

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.

The post 12 WhatsApp Happy Birthday Wishes for Clients 🎂 appeared first on Privyr Blog.

People value being appreciated and remembered during special occasions. That’s why you shouldn’t miss your chance to strengthen your relationship with customers by not sending them a birthday message. That said, birthday messages are really common these days (Facebook even lets you send them in one click). A generic birthday wish may be seen as mechanical or even insincere – especially when coming from a salesperson or business. 

In this article, we discuss the most important elements of a birthday message and explain how you can make it perfect. We also have a few templates to use if you’re looking to send personalised birthday messages to your valuable customers.  

Table of Contents:
Tips to make a Birthday Message amazing
What to avoid in a Birthday Message
3 Birthday Message template examples
How to manage personalised client relationships at a scale
Conclusion

Tips to make a Birthday Message amazing

Generic birthday messages for customers usually don’t add much value, other than reminding them that you exist. Such messages could even be perceived as an excuse to reconnect and sell them something. On the other hand, well-crafted, personalised birthday messages show your clients that you genuinely care about them, helping improve your relationship both personally and professionally. Here are some tips for writing great birthday messages. 

Personalise

Personalisation is a great way to make people feel appreciated, and when it comes to wishing birthdays, it means a lot. Most people will type (or copy and paste) the same boring “Happy Birthday!” message, so adding that personal touch will make you truly stand out from others.  

Always include the client’s name in the message, ideally alongside some personal references such as the names of their spouse and/or children, their pets, or their favourite foods. You can design a custom birthday photo card to show that they’re more than just a customer to you.

If it’s an extra special milestone such as their 50th birthday, you can also include a reference to their age; but just make sure it’s acceptable as some people or cultures may not find this appropriate. Adding emojis can also make your wishes more fun and vibrant. 

Send the message through the right channel

Sending the message through the appropriate channel is important for the best impact. People have different preferences when it comes to sending and receiving messages. For instance, some prefer messaging apps, such as WhatsApp, iMessage and SMS, while others prefer emails and social media messaging. 

Look at where you’ve interacted in the past alongside your client’s messaging preferences before sending them a birthday wish. You shouldn’t email a birthday message to people who rarely open their email inboxes, or if all of your interactions have been on WhatsApp so far. They may never know that you’ve wished them on their birthday. On the other hand, commenting on social media like Facebook or LinkedIn may make them feel like you wished them because the app reminded you of their birthday or you saw others do it first. 

Delivering a birthday message through different channels can be a great idea, but it makes more sense to the recipients if they get the message on their personalised channels first. It makes them feel that you’re truly aware of their special day. 

Depending on your relationship, sending a hand-written card via physical mail can also be another way to make it special, especially if accompanied by a small gift. Although people do not exclusively use physical mail like in the past, most feel great about receiving special messages this way. Just make sure you send it out a day or two beforehand so the letter arrives in time.

Send the message at the right time

Timing is crucial for any message, and when it comes to birthdays, wrong timings can make a message totally ineffective. So when’s the best time to send a birthday message? Well, people like receiving birthday messages from friends and family as soon as their special day begins. 

However, if your relationship with your client is strictly professional, sending birthday wishes at midnight may seem awkward. The best time could be early office hours or during lunchtime.

Sending a birthday message at 6 pm or later is a bad idea in most cases. It may make your customers feel like you forgot or that they aren’t a priority for you. 

What to avoid in a Birthday Message 

If you’re sending a birthday message, why not put some effort into it and make it perfect? We already covered some points to include, but it’s also important to know what to leave out. Here’s a list of what you should avoid in a birthday message: 

• Generic templates: If you search for a birthday message template online, you’ll find hundreds of them. Even social media sites such as Facebook and LinkedIn offer generic templates to send in one click. While you’re free to use them, they aren’t unique and likely used by many people. Such birthday messages add minimum value to your relationship because your recipients know where they’re coming from, plus they aren’t personalised.    
• Mentioning the wrong name: It’s annoying and even embarrassing to receive birthday wishes with the wrong name. As silly as it sounds, this can easily happen if you’re copying and pasting the message. Read the message carefully before sending it. 
• Trying to make a sale: A birthday is a special day for the birthday person. Don’t try to make it about you. Always make sure your birthday messages don’t include any advertising or sales pitch whatsoever. That being said, you may mention the products or services they’ve purchased previously. For instance, as a property agent, it’s okay to say “Hope that you and your family are enjoying your new home!” in your birthday message to clients you’ve previously sold a house to.
• Phrases that look automated: Automated phrases make a message look dull because people see them elsewhere often. The more original and creative you are with your message, the more special it will be to the recipient.  

3 Birthday Message template examples

An effective birthday message is short, relevant, and personalised. If you’re sending a birthday message to your client, it’s best if your message also includes context around their personal situation. Here are some templates with fictional scenarios about writing a good birthday message.     

Scenario 1: Veterinarian 

Your client Henry is a pet lover who visits your clinic regularly. He lives with his family of four and a dog named Ringo. 

"Dear Henry,

Happy Birthday from all of us at ACME Pets Clinic!

Wishing you, your family, and Ringo all the best on your special day with lots of love, joy, cake, and doggie biscuits

- Katherine & your friends at ACME Pets Clinic"

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Scenario 2: Real Estate Agent

Your client is a young married couple, Joy and Roger. It’s Joy’s birthday, and she’s pregnant. Plus, the couple has just moved to a new house that they bought from you 3 months ago. 

"Happy Birthday, Joy!!

Wishing you all the health and happiness together with Roger as you prepare to welcome your baby into your family and new home

I’m sure the coming months will be filled with an abundance of heartwarming experiences and special memories!

With Love,

Katherine"

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Scenario 3: Insurance Agent

Your client is a family with twin toddlers. Michael, the father, has a new job and recently insured all members of the family through you. He is turning 50 this year and loves golfing and coffee.

"Dear Michael,

Happy 50th Birthday!! Wishing you, Lisa, and your beautiful twins a truly magnificent celebration on your extra special day

May the coming year be full of precious memories , delicious coffee , hole-in-ones

Sincerely,

Katherine"

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How to manage personalised client relationships at a scale  

Birthday messages are just a tiny part of the complex client relationship management process. If you have a small number of customers, you should be able to easily manage important dates and personalised communication with them manually. However, when you have many clients to manage, you could end up spending a lot of time and effort just to keep track of them and their key milestones. That’s where tools such as CRMs can help. 

A CRM (Client Relationship Management platform) can help you manage your leads and clients at scale while preserving the human touch and personal relationship. It easily manages the individual data of all your clients, making sure you don’t miss a single follow-up or event. That being said, data management is a small part of what the right CRM can do for you. 

The right CRM, such as Privyr’s mobile app, can integrate with your communication channels, help you create personalised messages, build effective schedules, and automate processes that would otherwise take a huge amount of time and effort. The best part is that you can do it all from your smartphone or laptop, making it easy to stay on top of your client relationships no matter where or when you need to.

Conclusion

Birthday messages are a great way to express to your clients that you truly care about them. Don’t miss the chance to nurture your relationship by sending a generic and dull message. Putting a little more effort into knowing your clients better can help you create great, personalised messages. You won’t regret the time you’ve invested in it when you see the results.

Privyr is a mobile-first CRM that can help you manage client relationships from your smartphone or any other device that you prefer. It easily manages your client data and also assists you in creating personalised messages and setting up effective follow-up schedules. Furthermore, it also integrates with messaging apps like WhatsApp, SMS, and iMessage, and social platforms like Facebook and TikTok, so you can connect with your customers from wherever you are. Try Privyr for free today. 

FAQs

The post How to write the perfect Birthday Message for your Clients (With Templates!) appeared first on Privyr Blog.