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Anniversary reminder calls a week ahead

Tom forgot the anniversary last year. This year he gets a call a week ahead, orders peonies again with a new card, and you have a customer for life.

When it starts

An order from last year for an anniversary, birthday or Mother's Day is a week out.

What the agent does

Calls with a friendly reminder, offers last year's design or something new, takes the order.

What your team gets

Repeat orders you didn't have to chase, and occasions remembered.

How it works

  1. Builds the list

    Every order from last year marked as a yearly occasion, a week before the date.

  2. Calls with a friendly reminder

    "Your anniversary is next Wednesday. Last year you sent the peonies." Only to customers who said yes to reminders.

  3. Offers last year or something new

    The same design, or two new ones near the same price, from your current list.

  4. Takes the order

    The card, the delivery, and payment by text, the same as any order.

  5. Respects a no

    "Not this year" is noted. "Don't call again" is honoured forever.

  6. Reports what came back

    Orders from reminders, by occasion, so you see what they're worth.

Example call

  1. AI agentHi Tom, it's Emma from Blossom and Vine. Just a friendly heads-up, your anniversary is next Wednesday. Last year you sent the peony bouquet.
  2. CustomerOh wow, thanks. I'd have forgotten again.
  3. AI agentHappy to help. Would you like the same, or something new? We have a lovely blush rose and ranunculus bouquet at 85.
  4. CustomerLet's try the new one. Card says, "Thirteen years. Still picking you."
  5. AI agent"Thirteen years. Still picking you." Same address, Wednesday morning?
  6. CustomerYes.
  7. AI agentDone. I'll text you a payment link and a note when it's delivered.

After the call: Tom's order is on Wednesday's morning van with the new card, paid by text. The anniversary is saved again for next year.

What your team gets

  • Repeat orders from last year's occasions
  • Reminders only to customers who opted in
  • Last year's design and the card history on hand
  • A do-not-call list kept for anyone who asks
  • A report of reminder orders by occasion
Set up with you: The team sets up a connection to your florist order system and customer records so the agent sees last year's occasion orders, and sets when reminders go out and who gets them.

Questions

Will customers find it intrusive?

It only calls customers who said yes to reminders, once, a week ahead. A no is honoured.

Can it text instead?

Yes. Many shops text the reminder and call only when the customer replies.

Does it work for Mother's Day?

Yes. Last year's Mother's Day customers can get a call the week before.

Hear it on your phone

Request a demo call and the agent phones you, set up for florists like yours.

Get a demo call