LESSON 02 · MAINTAINING YOUR NETWORK

Send Birthday and Congrats Notes

Eighteen easy tips to send birthday and congrats notes, so people feel remembered and valued.

Small notes, big smiles. Be the one who remembers.

25 tipsEasy things to say7-day plan

25 tips that really help

These ideas come from Never Eat Alone (Keith Ferrazzi), Give and Take (Adam Grant), Platonic (Marisa Franco), and everyday practice. Pick one tip and try it today.

Photo for the tip: Why notes matter
TIP 1

Why notes matter

A short kind note shows you care. Many people forget, so yours stands out.

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Send one.
Photo for the tip: Save important dates
TIP 2

Save important dates

Add birthdays, work anniversaries and big days to your calendar. Dates become easy.

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Save five.
Photo for the tip: Use social profile reminders
TIP 3

Use social profile reminders

Many apps remind you of birthdays and job changes. Use them as prompts.

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Use reminders.
Photo for the tip: Write a short message
TIP 4

Write a short message

Two or three lines are plenty. Short and warm wins.

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Keep short.
Photo for the tip: Add one personal detail
TIP 5

Add one personal detail

Mention a memory or a hope. A detail makes it personal.

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Add one.
Photo for the tip: Send on the day
TIP 6

Send on the day

On-time notes feel thoughtful. Aim for the morning.

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Send on time.
Photo for the tip: Congratulate big news
TIP 7

Congratulate big news

Promotions, new babies and projects deserve a note. Joy shared builds bonds.

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Cheer them.
Photo for the tip: Offer a small gesture sometimes
TIP 8

Offer a small gesture sometimes

A card or small gift for close friends adds warmth. Keep it simple.

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Add a gesture.
Photo for the tip: Script: birthday
TIP 9

Script: birthday

Happy birthday, Maya, I hope your day is full of joy. Say it warmly.

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Use it.
Photo for the tip: Script: congrats
TIP 10

Script: congrats

Congratulations on your promotion, you worked so hard for it. Say it gladly.

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Use it.
Photo for the tip: Script: milestone
TIP 11

Script: milestone

Happy work anniversary, I am glad to know you. Say it kindly.

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Use it.
Photo for the tip: Mistake: sending a generic message
TIP 12

Mistake: sending a generic message

Generic notes feel empty, so add a detail.

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Add detail.
Photo for the tip: Mistake: making it about you
TIP 13

Mistake: making it about you

Keep the note about them, so be warm.

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Focus on them.
Photo for the tip: Troubleshoot: when you missed the date
TIP 14

Troubleshoot: when you missed the date

Send it late with a smile. Belated wishes still warm.

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Send late.
Photo for the tip: Troubleshoot: when you do not know them well
TIP 15

Troubleshoot: when you do not know them well

Keep it short and kind. A simple wish is welcome.

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Keep simple.
Photo for the tip: Drill: send one congrats note today
TIP 16

Drill: send one congrats note today

Find someone with good news and send one kind message.

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Send one.
Photo for the tip: Drill: add five dates
TIP 17

Drill: add five dates

Add five important dates to your calendar now.

TRY THIS
Add five.
Photo for the tip: Write a card by hand once in a while
TIP 18

Write a card by hand once in a while

A handwritten card stands out. Keep a few cards at home.

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Buy cards.
Photo for the tip: Mention a happy memory
TIP 19

Mention a happy memory

Remember when we laughed about the train? Memories bring warmth.

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Add a memory.
Photo for the tip: Use a photo if you have one
TIP 20

Use a photo if you have one

A shared photo is a lovely surprise.

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Add a photo.
Photo for the tip: Example: the work anniversary
TIP 21

Example: the work anniversary

Happy three-year anniversary, Raj. Your kindness makes the team better.

TRY THIS
Write one.
Photo for the tip: Example: the promotion note
TIP 22

Example: the promotion note

Congratulations, Dana. You earned it. I am so happy for you.

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Write one.
Photo for the tip: Mistake: sending an automatic message
TIP 23

Mistake: sending an automatic message

Auto messages feel empty. Add a personal line.

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Add one line.
Photo for the tip: Drill: set up reminders for ten people
TIP 24

Drill: set up reminders for ten people

Add ten birthdays or milestones to your calendar.

TRY THIS
Add ten.
Photo for the tip: Match the card to the person
TIP 25

Match the card to the person

Choose a funny card for a playful friend and a calm card for a thoughtful one, because small details show care.

TRY THIS
Pick a card style.

Easy things to say

When you are stuck, pick one of these. They work in many networking and career moments.

BIRTHDAY

“Happy birthday, Maya.”

CONGRATS

“Congratulations on the news.”

PROUD

“I am so proud of you.”

WISH

“I hope your day is lovely.”

WARM

“Thinking of you.”

CLOSE

“Warm wishes.”

Your first week

One small action a day. Each day is only a little bigger than the last.

DAY 1
Save dates
DAY 2
Set reminders
DAY 3
Write a short note
DAY 4
Add one detail
DAY 5
Send on time
DAY 6
Follow up
DAY 7
Celebrate

Further reading

  • Never Eat Alone (Keith Ferrazzi)
  • Give and Take (Adam Grant)
  • Platonic (Marisa Franco)

The tips above are written in our own words and are general guidance. The books are suggestions for further reading.

More lessons in “Maintaining Your Network”

Keep going. Small steps every day make a big change.

← Previous: Set a Gentle RhythmNext: Share Articles They Will Like →

  1. Set a Gentle Rhythm
  2. Send Birthday and Congrats Notes
  3. Share Articles They Will Like
  4. Meet for Coffee or a Walk
  5. Ask Good Questions Every Time
  6. Remember What Matters to Them
  7. Reconnect With Quiet Contacts
  8. Support People in Hard Times
  9. Celebrate Their Wins
  10. Review Your Network Each Year
  11. Meet One New Person a Month
  12. Build a Circle You Can Trust
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