What a birthday can teach us about buying |
I was born on New Year’s Eve, which means two things: |
1. My birthday is never quiet. 2. Brands really go out of their way this week. |
Every year, my inbox fills with birthday messages, anniversary offers, personalized deals, and end-of-year “treat yourself” nudges. And I’ll be honest — I love them. I open them. I click them. I buy from them. It’s predictable, and I regret nothing at the end of the year. |
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But this isn’t just about me. Milestones change how people buy. Birthdays, anniversaries, renewal cycles, fiscal year-endings, and expansion dates are moments that prompt people to pause, reflect, and reconsider their needs.
And while not every business is collecting birthday data, you likely have data on other meaningful individual and organizational milestones. These moments are powerful and often underused sales and marketing opportunities.
So, today, as we count down to the New Year, let’s talk about why milestone-based marketing works, how B2B teams can use it, and how you can carry that momentum into Q1.
And to all of you, Happy New Year from Baby New Year's Eve herself, and thank you for spending 2025 with me (and the rest of the Selling Signals team 🎉). |
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Milestones make buyers take action |
One of the strongest patterns in buyer behavior comes from something behavioral scientists call the Fresh Start Effect.
In their study on “The Fresh Start Effect,” Hengchen Dai, Katherine Milkman, and Jason Riis found that people are far more likely to pursue meaningful changes around temporal landmarks or moments that mark the beginning of a new cycle.
It’s the same reason new gym memberships spike every January, why people finally organize their closets on their birthdays, and why so many of us promise that this will be the year that we “get it together.” |
Your buyers behave the same way.
1. Buyers reassess their priorities around any ‘new beginning.’ New fiscal years, quarterly resets, leadership shifts, and contract anniversaries all create psychological openings. People feel more motivated to course-correct because the timing feels clean, fresh, and forward-looking. |
2. Renewal and anniversary dates become high-leverage trigger points.
Companies evaluate vendors, tools, and strategies when they hit internal milestones. These times are often when dissatisfaction bubbles up, and teams are most open to alternatives. |
3. Year-end reflection makes problem-solving feel more urgent. Just like I’m more susceptible to a birthday coupon on December 31, business leaders are more receptive to solutions when they’re reflecting on what did and did not work this year. |
4. Celebrating customer milestones creates relational momentum.
Acknowledging a customer’s anniversary with your product or a major internal milestone feels human and strengthens brand warmth. |
Milestones don’t just mark time. They shape behavior. And the teams that map their sales motion to these natural patterns are aligned with how people actually make decisions. |
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🎂 Brand birthdays: Using company anniversaries to engage and connect - This piece highlights how companies can use brand anniversaries to reconnect with customers and re-engage dormant relationships. It’s a smart model for B2B sellers because company anniversaries can be just as powerful as consumer ones when timed right. 📅 The top B2B sales conferences in 2026 - I love this forward-looking list of the biggest, most valuable B2B sales conferences your team should consider attending next year. Great for reps planning skill-building and networking alongside pipeline acceleration.
📋 6 essential B2B buyer persona templates every sales team needs - Selling Signals writer Bianca Caballero breaks down six buyer persona templates designed to help sales teams better understand their ideal customers. A practical resource if you want to strengthen your lead qualification, improve outreach relevance, or sharpen your 2026 targeting.
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Why New Year messaging works (and why marketers need a fresh start too) |
Although birthday offers always get my attention this time of year, I’m just as easily pulled in by the “New Year, New You” energy, which we now know is the Fresh Start Effect at work. The same psychological reset that prompts buyers to reconsider their goals can help marketers refocus their own approach.
And while you may not be able to change your messaging today, you can use this moment to evaluate your strategy and set more intentional priorities for the new year. |
Here are a few ways to use this end-of-year moment to strengthen your marketing strategy:
1. Use the New Year to audit your marketing foundation Instead of scrambling to launch something on January 1, use this period to evaluate: |
- What messaging still works
- What content formats resonated
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Which channels actually influenced pipeline
- Where buyers dropped off in the journey
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- Better attribution hygiene
- A more disciplined content calendar
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Clearer brand voice documentation
- Deeper collaboration with sales
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This year is not just a new beginning for your audience. It’s also a fresh start for your strategy, your messaging, and the way your work contributes to the business's future.
Consider leveraging meaningful resolutions to enhance your marketing foundation and positively impact long-term performance. |
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🎊 22 successful approaches for e-commerce birthday and anniversary emails that drive conversions - For marketers focused on retention and customer loyalty, this article offers a detailed breakdown of effective birthday and anniversary email tactics that can be adapted to B2B nurture or client-anniversary campaigns.
🔮 9 B2B marketing predictions for 2026 - AdRoll offers its take on emerging trends for the next year, from personalization to changing buyer behavior, AI use, and evolving content formats. A solid guide to help you shape your 2026 strategy with market context in mind.
🔍 How AIO search is changing the game for B2B teams - In this Selling Signals article, I provide an in-depth look at how AI-driven search and generative results are rewriting how B2B buyers discover vendors, evaluate content, and navigate vendor comparisons. Useful if you want to rethink SEO, content structure, and buyer journey mapping for the new year.
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When I was a kid, I couldn’t wait to get to the end of the newspaper, so I could read the cartoons. But, as an adult, I now know most people never make it to the end of long-form content. So consider this section a small reward for those of you who made it to the end of the newsletter and can remember the good old days.
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And for our final Mixed Signals of the year, here’s a strip from Marketing Week’s “The Marketoonist,” poking fun at the many mixed signals that come with embracing artificial intelligence, a topic that’s only going to get bigger in 2026.
Take it as a little end-of-year relief and a reminder that in the rush toward AI, things that look like signals might actually be more noise. |
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Faithe has spent more than a decade helping people understand the tools that move business forward. With a Ph.D. in Communication Studies, she breaks down project management, office tech, and social platforms into practical insights for sales and marketing teams. |
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Selling Signals is a TechnologyAdvice business © 2025 TechnologyAdvice, LLC. All rights reserved. TechnologyAdvice, 3343 Perimeter Hill Dr., Suite 215, Nashville, TN 37211, USA. |
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