Obtaining Client Information for marketing purposes

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Obtaining Client Information for marketing purposes

Postby tiger snacks on Tue Mar 13, 2012 8:36 am

I have installrd a newsletter system to obtain email addresses to send out openings, specials, etc. but my main issue is I have over 600 charts filled with emails and birthdays. What is the best way or place to out in their birthdays so I get a reminder 2 weeks in advance?
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Re: Obtaining Client Information for marketing purposes

Postby Matt on Wed Mar 14, 2012 5:00 am

Can you just plug all of your clients information into a spreadsheet? You could then sort by birth date and remind yourself to work two weeks ahead of schedule to mail out cards or send emails. You could even do a mail merge from Excel and print labels. Perhaps you were looking for a more sophisticated solution, but I prefer to keep things simple.
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Re: Obtaining Client Information for marketing purposes

Postby moose_goose on Fri Apr 13, 2012 6:25 am

I've started to use Bodywork Buddy https://www.bodyworkbuddy.com
& right on the front page it lists upcoming birthdays for clients!
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Re: Obtaining Client Information for marketing purposes

Postby athletica on Fri Apr 13, 2012 2:18 pm

This might be more than what your looking for. I use sendoutcards.com for birthdays, new patients and referrals. I love it so much more time efficient then sending out cards myself.
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