Infusionsoft Tutorial: How to Automate Birthday Reminders

One of the many ways that you can build relationships with your customers and prospects is to send them an email or a card to extend them a birthday wish.

The challenge with this is that, as your list of customers and prospects increases in size, sending out birthday cards or emails can become a significant resource drain – unless you have a means of automating it.

There are plenty of ways to do this, of course. However, unless you like adding complexity to your business, the most effective ways will not require you to add yet another “system” for you or your staff to maintain.

Infusionsoft: A Much More Efficient Solution

If you are an Infusionsoft user, there is there is a much more effective way to achieve greater results with less effort (and frustration).

In the video below, I’m going to show how exactly how this can be done.

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