Dates Close to the Heart Overview

There are certain times of the year that change the spirit of whole communities: Thanksgiving, New Year, Valentine’s Day, the first day of summer, or the first day back to school. These are all days on our calendars and times of the year when our shared experiences reflect our shared values. Experience shows when you take time to celebrate shared values it is like hitting the reset button on relationships, allowing you to reconnect with people at the best times of the year.

1. Flag clients with appropriate flag, “7E – Dates Close 2 Heart”. (This is the group that is approved to receive a quarterly email message on your behalf.)
2. Email a request to your coach, or the By Referral Only support team so they can review your records, and “launch” this program.

Once the program is implemented, emails will automatically go out from your MyClients account on the appropriate day. (Valentine's Day, New Year’s Day, etc.)

• People forward/share your letter with family, colleagues, and friends.
• People email, call, or write to you, saying how much they appreciated receiving your email.
• People give you referrals.

Identify group to receive, and ensure email addresses are clean and up-to-date. (TIME)

This is a sample of what we might send.