GReminders lets you leverage your contacts in CRM to automate a variety of emails/SMS notifications to Clients around various actions. Common use cases include:

• Asking for Annual Review Meeting
• Sending Birthday or Anniversary Wishes
• Sending a notification when someone hits a certain age, such as age 50 for 401k catch up contributions, etc…
• When a client reaches a certain financial age milestone

These “lists” require us to “filter” the contacts we want to send to. Contacts in a certain status, category, tag group etc….

Often this criteria includes “date/calculated” Fields. Here we will discuss how date/calculated fields can be leveraged for building lists with specific use cases.

Sending on their Birthday:

Sending 1 day prior to their Birthday:

Sending on their 50th birthday:

Sending 1 week after they turn 50:

Assuming you have a field that represents when you need to reach out to them for their next review. Sending on their Next Review Date

Assuming you have a field that represents their “Onboarding Date” (when they became a client) and you want to meet with then every 6 months:

Putting it all together with your Active Clients, “Triple A” Clients, you want to meet every 11 weeks since they become a client:

You can put together various criteria using AND / OR operators to build your list.

Remember you can Preview all your Contacts prior to sending them.

Use this in conjunction with Ongoing Automation to continue to send until they Book a Meeting (assuming this is your primary Call To Action).

We are here to help. If you need help please contact [email protected] OR enlist our dedicated onboarding team to help build these out for you.

Happy Scheduling.