ten ways to thank a client | listicle

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don’t neglect to thank your clients. they are your bread and butter, your best sales reps, your raison d’être. a token of appreciation goes a long way to foster goodwill, keep customers satisfied and, indirectly, secure new business.

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here are 10 thoughtful ways to keep them thinking well of you.

1. send a personalized thank-you note

handwritten notes or personalized emails expressing gratitude for their trust in your services. thank them for being organized, timely or something else they did right. make it personal with a comment that applies only to them. a boilerplate “dear client” letter doesn’t do the trick.

2. offer a small gift

send a token of appreciation, such as a coffee gift card, branded pen, notebook or even a discount voucher for future services. the more beautiful, unique or useful it is, the longer the client will keep it.

3. provide a tax summary report

with your handwritten thanks, give the client a clear, easy-to-read summary of their tax situation with notes on potential savings for next year.

4. host a client appreciation event

organize a small event, such as a webinar or in-person gathering, to thank clients and share useful tax or financial tips. good time to distribute token gifts!

5. give discounts on other services

offer a discounted rate on additional services, such as financial planning, bookkeeping or mid-year tax checkups.

6. share a post-tax season guide

provide a helpful guide with post-tax season tips, such as record-keeping best practices, tax-saving strategies or estimated tax payment reminders.

7. send a small care package

delight clients with a package of stress-relief items, such as snacks, tea or a mini spa kit, labeled “survived tax season kit.”

8. feature a client in your newsletter or social media

highlight a client (with their permission) in your newsletter or on social media, recognizing their achievements and promoting their business.

9. offer a referral incentive

when referring a new client, thank the clients by telling them they qualify for a substantive bonus. be generous; it’s worth it.

10. offer an organization service

stay proactive by offering to help clients prepare for next year’s tax filing. let them know this isn’t available to everyone, just loyal clients.

bonus tip: add a personal touch

for an extra warm touch, remember and acknowledge personal details, such as birthdays or anniversaries, in your thank-you messages.

clients do you a favor not just by giving you their business but by staying organized, delivering tax documents early and referring new clients. your thanks make clients feel valued beyond the transaction.

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