The holidays are an excellent opportunity to show your clients how much they mean to you. If you’re considering reaching out ahead of Christmas, there’s still time to plan.
Regardless of your budget or available time, you’ll find there are many approaches that yield great results. Let’s look at a few of the most popular.
A holiday greeting card can be as specific or general as you’d like. Of course, the more personalized the card is, the greater the connection it will make with your client. This is true of the message you write on the card and the imagery you use.
You can use photography of your staff or customized imagery that relays something relevant to your firm. You can even write out a message specific to each client. This is a great way to connect with clients because it gives them a token of your gratitude for your relationship.
However, you don’t necessarily need to write a personalized message or create custom imagery or photography to go the holiday greeting card route. If time or budget is an issue, holiday greeting cards from your local store will still let your clients know you’re thinking of them.
Phone calls are an effective and highly personalized way to reach out to clients. A brief call lets the client know you care enough to speak to them in person to catch up and wish them a happy holiday season.
The best part of reaching out to clients via a phone call is that it’s free. So if you have budgetary restrictions but have available time, this is a great way to connect with your clients.
If you have the budget to do so, you can send out small gifts to your clients. These can be holiday candy, food baskets, a Christmas ham, or, if you want to give highly personalized presents, a unique gift selected for each of your clients.
To go the extra mile, you or someone from your firm can hand deliver the gift, though sending it through a shipping service or the mail is still enough to show the client you care. If you ship the gift instead of delivering it in person, attach a brief greeting card to the item.
Though the other options on this list are likely to make a bigger impact on your clients, sending an email is still a solid option to reach out to your client. If you’re short on both time and budget, a greeting card-style email might be the way to go. However, if you have time to type out personalized emails, it will likely resonate more with your client.
You might find the most reasonable approach to reaching out to your clients is by sending gifts to the clients you’ve developed the closest relationships with. The less interaction you’ve had with someone, the less formal your outreach can be.
For those that you’ve only met through a consultation, for example, a holiday greeting card can still make a great impression. They’ll likely be impressed you thought of them enough to reach out after only a brief interaction.
Pro tip: If someone at your firm has established a relationship with a client, it might be best to have the gift, card, or phone call come directly from them instead of from the entire firm.
The holidays are a great time to cultivate relationships with more than just your clients. If you have attorneys that refer several cases to your firm, you should consider putting them high on your list of those to send gifts or greeting cards to. The same goes for any other professional relationships your firm has built.
One of the coolest features of backdocket is its ability to help you keep centralized lists that are accessible and collaborative with your coworkers. You can use our practice management software to set up tasks related to holiday greeting cards or gift giving processes.
It’s one of the many features that have made backdocket so popular with small- to mid-size law firms. If you’d like to learn more about how backdocket can make your life easier, contact us today to schedule a free demonstration.
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