BIRTHDAY CAMPAIGNS

Birthday Campaign Automation.

Birthdays are trust moments. ALE auto sends birthday SMS, email, and mailed cards to every client.

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AGENTS MISS BIRTHDAYS

Agents Miss Birthdays

Without automation, agents miss birthdays. Missed birthdays cost relationship.

Missed Birthdays

No reminders.

No Personalization

Bulk feel.

No Mailed Cards

Digital only.

THE BIRTHDAY PLAYBOOK

The Birthday Playbook

01

Birthday Capture

DOB on every contact.

02

Birthday SMS

Auto SMS morning of.

03

Birthday Email

Personal email sent.

04

Mailed Card

Physical card mailed.

05

Milestone Birthdays

30, 40, 50, 65 special.

06

Reporting

Engagement tracking.

WHO THIS FITS

Who This Helps

Relationship Focused Agents

Touch heavy.

Multi Line Agents

Family focus.

Solo Producers

Personal touch.

Growth Stage Agencies

Scaling touch.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Birthday capture, SMS, email, milestone recognition.

  • Core CRM
  • Birthday capture
  • Birthday SMS
  • Birthday email
  • Milestone birthdays
SEE PACKAGES

Build: $897 per month

Adds AI receptionist, mailed cards, custom reporting.

  • Everything in Launch
  • AI phone receptionist
  • Mailed card automation
  • Custom reporting
  • Priority support
SEE PACKAGES

Never Miss A Birthday.

Book a 20 minute demo. We will walk through birthday campaigns.

BOOK DEMO CALL (516) 780-1385