I want to acknowledge my clients on their milestone wedding anniversaries because these personal touches matter to me. This workflow identifies clients with upcoming milestone anniversaries and prepares personalized email drafts for me to review.Follow these steps:1. Search my CRM for my clients whose wedding anniversaries fall within the next 7 days and are milestone years: 1st, 5th, 10th, 20th, 30th, 40th, 50th, 60th, or 70th anniversary.2. For each client identified, 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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