Automated Greeting Card Mailing Service

for Financial Professionals

December 20, 2024

When to Send Greeting Cards to Clients and What to Say 

Many people associate corporate greeting cards with birthdays—and for good reason. Birthday cards are a popular choice for businesses. Sending automated birthday cards to your clients is a great way to build relationships and elevate your brand. 

Like traditional birthday cards, corporate greeting cards help you connect with your clients. Clients celebrate holidays and important milestones throughout the year. Recognizing these occasions demonstrates genuine appreciation while also keeping your business top of mind. 

Let’s explore some of the best occasions to send greeting cards to clients. We’ve also included some ideas to inspire you as you’re personalizing your message!

1. Holiday Greeting Cards

Sending holiday greeting cards can help differentiate your business, especially in a crowded market. They show clients you value their partnership throughout the year and give them a reason to remain loyal and refer others to your business. 

Here are a few of the most popular holidays to send greeting cards: 

  • Thanksgiving 
  • Christmas, Hanukkah, or Kwanzaa 
  • New Year’s 

If your clients have children, you could also consider sending greeting cards for Mother’s Day or Father’s Day. 

Messaging Ideas

  • Thanksgiving: Happy Thanksgiving! We’re truly grateful for your trust and partnership. Thank you for being a valued part of our journey. 
  • Christmas: Wishing you a joyous holiday season filled with peace, love, and happiness! 
  • New Year’s: Cheers to a new year! We look forward to achieving great things together. 

2. Anniversary Greeting Cards 

Many companies send their entrepreneurial clients greeting cards to recognize anniversaries, especially major milestones. It’s a thoughtful way to acknowledge and celebrate a client’s business endeavors. 

Some businesses choose to focus on client-specific anniversaries—for example, the anniversary of a client’s first purchase or the date they became a client. This is an added personal touch that can make clients feel valued and appreciated. 

Messaging Ideas

  • Business Anniversary: Congratulations on reaching this significant milestone! Here’s to celebrating your inspiring journey and the many successes to come. 
  • Client Anniversary: Your loyalty and trust mean the world to us. We’re excited to see what the future holds! 

3. Congratulations Greeting Cards 

Congratulations cards for clients are both considerate and strategic. A thoughtful card commemorating an important milestone makes a client feel important and can improve their perception of your business. 

Consider sending your client congratulations cards for:  

  • Retirements
  • Graduations 
  • New babies 
  • New home purchases 
  • Work promotions 

Messaging Ideas

  • Retirement: Wishing you endless joy in your retirement! May this next chapter bring you relaxation, fun, and all the happiness you can imagine. 
  • New Baby: Congratulations on becoming new parents! Enjoy every moment of this beautiful journey. 
  • Work Promotion: Congratulations on your well-deserved promotion! We can’t wait to see all the great things you’ll accomplish in your new role. 
photo of a graduation card

4. Thank You Greeting Cards

We sometimes forget to recognize those who make a positive impact in our lives. This includes both clients and partners. 

In a University of Texas survey, respondents said they’re 42% more likely to purchase from a business again if they receive a thank you card. Working alongside great clients is a privilege, and the best way to ensure they stay loyal is to show them you value your relationship.

Messaging Ideas

  • Client Thank You: Your support is instrumental in our success. We’re grateful to have you as a client! 
  • Partner Thank You: Thank you for being an exceptional partner! We couldn’t have done it without you. 

5. Sympathy Greeting Cards 

Showing clients you care during difficult times can strengthen your business relationship. Maybe they’ve recently lost a parent, spouse, friend, or loved one. If you have strong rapport with a client or you’ve worked together for a long time, a sympathy card can be particularly meaningful. 

In a sympathy card, your message should sound sincere. Hallmark research shows that the most in-demand cards are those expressing comfort and hope. 

Messaging Ideas

  • Loss of a Parent: Sending our heartfelt condolences on the passing of your beloved parent. Wishing you peace and strength during this difficult time.
  • Loss of a Spouse: Sending you love and support as you navigate this unimaginable loss. 
  • Loss of a Pet: Our hearts go out to you during this difficult time. 

6. Birthday Greeting Cards 

We couldn’t cover greeting cards without mentioning our namesake: birthday cards. Sending automated birthday cards is one of the easiest ways to express your appreciation for clients while also marketing your business. Best of all, you don’t have to worry about signing the card, addressing the envelope, and getting it in the mail on time. At The Birthday Company, we handle it all for you! 

If you want to make your card extra special, birthday gifts are a nice surprise. When a client opens your birthday card and sees a gift card to their favorite restaurant, they’ll know you’ve made the effort to connect on a more personal level. 

Messaging Ideas

  • Heartfelt Happy Birthday: Wishing you a day filled with joy, laughter, and all the things you love most! 
  • Motivational Happy Birthday: Happy birthday! May this year bring you one step closer to your goals and dreams. 

Send Automated Greeting Cards to Clients and Make Your Business Stand Out

Whatever the occasion, The Birthday Company is here to help you recognize special times in your clients’ lives. We take the stress and hassle out of sending client greeting cards—no contracts or client minimums required. Customize your greeting cards with your company logo, return address, and personal signature.  

Get started today by requesting a free sample birthday card for your business! 


Tags

client engagement, client retention, greeting card services


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