Keep Your Clients Forever!

What is it?

Over the past five years we´ve provided the Happy Birthday Call (as well as other relationship calls) for Professional Tax Preparers, Doctors, Insurance Agents, Investment Advisors and many more. The Happy Birthday Call is not a marketing call!

The birthday call is a valuable relationship building tool designed to elicit real, emotional responses from clients. This response translates to higher client retention and more word-of-mouth referrals.

We guarantee you will receive more positive response from this birthday call than cards have ever generated! The Happy Birthday Call has a proven track record. We have made millions of birthday calls over the past five years with great success.

What do I need to get started?

We will need a list containing your client´s first name, phone number, birth month and day. We also ask that you call into our voice server and record a personal message from you to your client. Once we receive your data and recorded message, we will create your account and send you your login and password and can immediately start singing happy birthday to your clients.

How it works

The Happy Birthday Call is completely automatic, yet highly personal. As a call is made, the recipient sees "Happy Bday" on their caller ID. As the recipient answers, we are able to determine whether a live person or an answering machine has picked up. In the case of a machine or voicemail, we wait for the tone before beginning, otherwise, the song commences immediately. You are only billed for completed calls.

The call consists of our happy birthday song, including the recipient´s name. We have over 42,000 names recorded in song and are continously adding to it. The client is intrigued and likely wondering who is responsible for the call.

After the song, we play a personalized greeting:

Hi, this is your friends at XYZ Company. We just noticed it´s your birthday and wanted to wish you the very best. Have a wonderful day and call us at 1-800-555-1212 if you need anything or just to let us know you received your happy birthday call. Happy Birthday!

The message makes no mention of goods and services. It is important to note that this is not, nor is it perceived as, a marketing call. It is strictly a relationship building call. The message played is our most successful script of many we have developed. An impressive 97.4% of calls completed are listened to in entirety.

You will have online access to your Happy Birthday account where you can add/remove birthdays, monitor billing and see to whom we were able to sing.

Benefits

The Happy Birthday Call provides several benefits to those using it. First and most obviously, it generates good will in the client. Most people react very well to being sung to on their birthday. The client smiles, and that smile is connected to you.

The message is sincere, and does not offer a product or service or discount or program, it merely wishes them a happy birthday and ends the call. The client experience is far more profound than a birthday card could provide.

Another benefit of the Happy Birthday Call is improved client retention. An office utilizing the HBC is building a relationship with their client. The client becomes more resistant to price concerns, because of the trust and feelings of friendship generated by relationship building efforts. The client gives their loyalty due to the relationship, not due to any product offerings.

The HBC also serves to generate referrals. Many clients will tell their friends and family about the call, and how they feel about you. Others will call in to show appreciation, and that serves as an opportunity for agents to ask for referrals in a more relaxed, and therefore more effective, way.