Tips for Thanking Clients

By | 2015-12-17T13:07:34-07:00 December 17th, 2015|Be Inspired, Strategize|2 Comments

Tips for Thanking Clients

As a small business owner and budgeting coach for other business owners, I know firsthand the challenges faced when it comes to attracting and retaining clients. Without clients, we don’t have a business so don’t save the thank-yous for the holiday season! Make thanking clients a year round event with these tips:

  1. Start in-house. Thank your employees first. Engaged employees know they are appreciated and understand their value to the organization. They pay it forward by providing a positive customer experience. That goes a long way to attracting and retaining clients.
  2. Celebrate with an Open House. Summer is a slow time for a lot of businesses making it a good time to throw a client appreciation event. Serve up simple food and drinks. Have a raffle whose entry is just showing up at the party. Tell your clients they are appreciated.
  3. Handwritten Tips for Thanking Clientsthank you notes. When was the last time you received a handwritten note in the mail? It has probably been a long time! Send handwritten thank you notes to clients for no reason at all or to thank them for a referral. It will b
    e a nice change from getting bills and junk mail.
  4. Share success stories on social media. I don’t like all the negativity that seems to be shared on social media which is why I share client success stories. I love and appreciate that my clients trust me to help them make their financial dreams a reality and I can’t help but share on the Fiscal Fitness Phoenix Facebook page.
  5. Create a loyalty program. Have you seen the social media posts from friends about how much they saved on gas through a loyalty program? That’s what you can do too! If you have a product that you’re selling, create a loyalty program for your best clients. Buy three, get one free or similar.
  6. Drop off goodies. A tray of cookies or an unexpected lunch delivery can go a long way to making a client feel appreciated. They will be excited and it’s a good chance to check in and just say hello. Who knows….they might need something else from you and just haven’t had the time to call.

As you’re thinking about the holiday season, I encourage you to make thanking clients part of your business throughout the year. I challenge you to do a random act of thanking at least once a month. Keep me posted on the Fiscal Fitness Phoenix Facebook page.


  1. Mindy Hayden January 24, 2016 at 12:24 pm - Reply

    I was given your info from Jess D from Edward Jones. She thought I could benefit from your services.

    I own my own small business (Acupuncture practice) and also work part time as an RN for a local hospital. I am looking to retire from nursing in the, hopefully, near future and focus all my attention on my business. I think I need some help and direction. I see what you do and some of your fees online here, could you give me some more specific info as to what you might be able to do to help me and what I am looking at to compensate you for your services over this year.

    Thanks for your time.

  2. Kelsa Dickey January 24, 2016 at 12:30 pm - Reply

    Hi Mindy, I’d love to talk with you more about how I can best help. Do you have a phone # we can call? Or feel free to call us at the office as well. The number is 480-788-4588. Feel free to send us a private message with your phone #!!

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