I want to celebrate and acknowledge when my clients reach milestone anniversaries of working together. This workflow identifies clients reaching milestone anniversary years and prepares personalized email drafts for me to review.Follow these steps:1. Search my CRM for clients whose client anniversary date falls within the next 7 days and are milestone years: 1st, 5th, 10th, 15th, 20th, 25th, 30th, 35th, 40th, 45th, or 50th anniversary.2. For each client, draft a personalized anniversary email in my draft folder.3. Send me an email with a list of all clients who have milestone anniversaries this week.
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