Case Study: Celebrations Remembered
How an event planning company used automated cards and personalized gifting to stay top-of-mind, turn one-time clients into long-term relationships, and protect their most important asset: customer loyalty.
This is Retention done the PRRRR way — systemized, heartfelt, and built to remember every milestone so clients never feel forgotten.
Key Outcomes
Turning One-Time Celebrations into Ongoing Relationships
Always-On Retention Engine
Birthday, anniversary, gratitude, and occasion campaigns run year-round without manual effort.
Clients Feel Remembered
Consistent “love mail” — texts, posts, and messages from clients thanking them for remembering.
Referral Gratitude Boxes
Surprise brownie + card boxes for referrers that spark public shout-outs and more word-of-mouth.
Hours Reclaimed
Admin sets up automations once a year — no more monthly scrambling to remember every date.
Overview
Celebrations Remembered is a full-service event planning company based in Charlotte, North Carolina.
Their entire brand is built on one promise: no important moment goes unnoticed.
As the business grew, so did the calendar. Birthdays, anniversaries, weddings, gratitude touchpoints,
vendor relationships, referrals — keeping up manually was impossible.
Mailbox Power became the retention engine behind the brand. With automated birthday and anniversary
campaigns, veteran recognition, Mother’s and Father’s Day cards, and year-end gratitude cards segmented
by client, supporter, and vendor, they stay in front of their people all year long without sacrificing time.
The result? Clients feel genuinely remembered, referrers feel deeply appreciated, and the business stays
top-of-mind long after the last balloon has been popped.
“We’re so busy as business owners, but I still get texts and Facebook messages saying ‘Thank you for remembering my birthday.’ Mailbox Power helps me remember so my clients feel seen and appreciated.”
How Celebrations Remembered Built a Retention System
1. Designed yearly retention campaigns
Every November, the team sets up new birthday, anniversary, and occasion campaigns so clients
never receive the same card two years in a row.
2. Automated all key milestones
Birthdays, anniversaries, Mother’s Day, Father’s Day, Veterans Day, and annual gratitude touchpoints
are all scheduled in advance — and sent without fail.
3. Segmented by relationship type
Clients, supporters, and vendors each receive tailored gratitude cards that reflect the role they play
in the business.
4. Added referral gratitude boxes
When someone sends a referral, they receive a surprise box with brownies and a personalized card —
the kind of moment people post about and share.
5. Protected time without losing heart
Automations handle the logistics, so the team can focus on serving events while still delivering
a personal, heartfelt experience between bookings.
