Deepening Client Relationships with Personal Touches

9th March 2024

One of the most heartfelt ways to show your clients they’re valued is by acknowledging important milestones in their lives, such as birthdays, or celebrating the anniversary of their first visit to your practice.

With HighLevel, you can automate the process of sending personalized messages on these special occasions, ensuring no client feels overlooked.

How It Works:

  • Personalization at Its Best: HighLevel allows you to personalize messages with the client’s name and specific details about their journey with your practice. This could be a simple “Happy Birthday, [Name]!” or “Happy 1-Year Anniversary since your first visit with us, [Name]! We’re so glad you’re part of our community.”
  • Scheduling Made Simple: Once you input the client’s birthday or the date of their first appointment, HighLevel takes care of the rest. The system automatically schedules the message to be sent on the right day, every year, without fail.
  • Multi-Channel Engagement: Whether your clients prefer email, SMS, or another communication method, HighLevel supports multi-channel messaging. This ensures your heartfelt wishes reach them on the platform they engage with most. PLUS, by creating a task for someone in your team to send a hand-written birthday card in the mail, you can guarantee that each patient will feel special and important!
  • Beyond the Message: These automated messages can also include special offers, such as a discount on their next visit or a complimentary service on their birthday month. It’s a wonderful way to say thank you, encourage repeat visits, and increase client loyalty.

The Benefits:

  • Strengthened Client Relationships: Recognizing birthdays and service anniversaries makes clients feel special and appreciated, fostering a stronger emotional connection to your brand.
  • Enhanced Brand Perception: This level of personalized attention elevates your practice’s image, distinguishing you from competitors who may not go the extra mile in customer engagement.
  • Increased Engagement and Retention: A simple birthday wish or anniversary acknowledgment can re-engage clients who haven’t visited in a while, reminding them of the positive experiences they’ve had with your practice.
  • Automated Efficiency: By automating these messages, you ensure consistent communication without adding to your team’s workload, allowing you to maintain a personal touch at scale.

Incorporating automated birthday and anniversary messages into your marketing strategy with HighLevel not only streamlines your workflow but significantly enhances the client experience. It’s a simple yet powerful way to nurture relationships and build a loyal client base, proving that sometimes, it’s the little things that count the most.

Got too many gaps in your schedule and a large list of contacts? You need to think about how to re-engage those contacts.

HighLevel makes it all easy!

Schedule Your Free High Level Demo ยป
Flemming Arnott

Flemming Arnott

Flemming helps PT business owners all around the world to acquire more new patients by building websites that educate prospects, establish trust and ultimately generate leads. He has worked almost exclusively with physical therapy business owners over the last 10 years and has more than 20 years experience in the industry. Flemming is the "go to" expert for PTs who no longer want to rely on doctor's referrals and who put the patient experience first, with a desire to succeed in the new healthcare world.

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About The Author

Flemming Arnott

Flemming helps PT business owners all around the world to acquire more new patients by building websites that educate prospects, establish trust and ultimately generate leads. He has worked almost exclusively with physical therapy business owners over the last 10 years and has more than 20 years experience in the industry. Flemming is the "go to" expert for PTs who no longer want to rely on doctor's referrals and who put the patient experience first, with a desire to succeed in the new healthcare world.