In real estate, staying connected with your clients is just as important as closing deals. People want to feel remembered and valued—not only when they’re buying or selling a home, but in the months and years that follow. One of the simplest (yet most powerful) ways to strengthen those relationships is by recognizing birthdays. A thoughtful birthday card can keep you top of mind, update your database, and show clients you truly care.
Here’s a quick and effective way to use birthdays to keep your database updated while strengthening your client relationships:
Step 1: Start with Facebook
Open your Facebook feed and head to the birthdays section in the left-hand menu. If you click the drop-down arrow, you’ll see a list of upcoming birthdays. Pro tip: if you check at the beginning of the month, you’ll see all birthdays for that month in one place.
Step 2: Cross-Reference with Your Database
Look for clients, past clients, or close friends on that list. Update your database with any birthdays you may be missing. This helps you build a more complete profile of your sphere.
Step 3: Gather Addresses
If you don’t have someone’s address, take a moment to track it down or ask for it directly. Having this information makes it easy to send personal touches like cards or thank-you notes in the future.
Step 4: Send Birthday Cards
This is where the magic happens. I like to send all of my cards at the beginning of the month using branded designs I create in Canva. A handwritten note can go a long way in making someone feel remembered and appreciated.
Step 5: Organize with Tags
Add a tag in your database, like “January birthday,” so you can filter birthdays by month. This will make it much easier to repeat the process next year without starting from scratch.
Why This Works
Not only does this system keep your database updated, but it also makes people feel genuinely valued. Receiving a card in the mail—especially one that isn’t a bill—creates a positive, memorable moment. It’s a win-win: you’re strengthening relationships while keeping your records accurate.
Building a real estate business is all about relationships, and sometimes the simplest gestures leave the biggest impression.
