Valentine’s Day is a great time to let your clients know how much you appreciate them. Here are a few ideas to show your clients you care:
Send a handwritten card – this is the most personalized way to send your message. If you have a large customer base, you can save this option for your best customers.
Send an email – this can be done as a group message to all your clients, or as an individual personalized email to each client. You can include some fun Valentine’s graphics for visual appeal.
Social media post – if you are short on time this is the best option to reach all your clients with a group message of appreciation.
Include a small token of appreciation – if you have the time and the budget you can include a small gift such as heart shaped post it notes, a magnet, chocolates, or hot chocolate. This could be an option for any in person appointments you have around Valentine’ Day. Remember CMS requires any gifts to be under $15 in value.
Share a link to a favorite Valentine’s dessert recipe or funny Valentine’s joke.
Share some ideas for Valentine’s Day/weekend activities in your area. Explore Valentine’s Day Events & Parties in Harlingen
Tailor your message
You should keep you message friendly and genuine while remaining professional.
Example for a personalized card or email:
Dear Mary, I love what I do because of clients like you. Today seemed like the perfect time to let you know. Best wishes for a Happy Valentine’s Day.
Joe Smith
Example for a Group message such as a social media post:
Today is Valentine’s Day and I want to show my appreciation to all my wonderful clients and thank you for your business. I wouldn’t be where I am without you. Enjoy the day.
Joe Smith
Don’t Forget the Other People Who Support You
Remember that Valentine’s Day is also a great time to thank all the people who support you in your role, such as your manager, broker, carriers, your accountant, and anyone else who helps you keep your business running smoothly. Let them know how much you appreciate their efforts.
On this Valentine’s Day, the team at PTT Financial wants you to know how much we appreciate YOU! Our goal is your success. Contact us today.
