2
Clients captured from chat
1
Review due soon sample
0
Messages auto-sent
100%
Advisor approval required
Client birthday review list
| Client | Birthday | Review trigger | Advisor | Status |
|---|---|---|---|---|
| Ng Telegram contact |
21 Nov 1994 | 21 Oct yearly | Planners Inc | Draft ready |
| Client sample From earlier test date |
21 Apr 1994 | 21 Mar yearly | Planners Inc | Review window |
| New client Add phone / policy details |
— | — | Unassigned | Missing data |
Automation timeline
T-30
Birthday review invitation
Create advisor task + draft personalized message.
T-21
Follow-up if no reply
Gentle second nudge, still advisor-approved.
T-7
Birthday greeting prep
Prepare greeting and optional review reminder.
T+7
Post-birthday review nudge
If no meeting booked, suggest 2–3 appointment slots.