This email and text is designed to give you another meaningful touchpoint with clients or prospects.
It offers a simple, seasonal way to stay connected, encourage reflection, and remind them of key planning opportunities as the year winds down.
Why It Works
Timely + Seasonal: The message ties into the natural rhythm of the season, making it feel personal and relevant.
Low-Lift Engagement: You don’t need a big campaign—just a single, well-timed email that keeps you top-of-mind.
Proactive Positioning: By encouraging clients to review their year, you subtly highlight your role as a trusted partner in planning for the future.
How to Use It
For Clients: Position this email as a friendly nudge to schedule a check-in before year-end tax deadlines or major planning milestones.
For Prospects: Use it as a soft-touch reminder that you’re there for them and available if they’d like to get organized before the new year.
In Multi-Channel Campaigns: Pair it with a quick text message or social post to expand visibility and encourage engagement.
Key Takeaway
The General Fall Season – Holiday Email is a small but powerful way to nurture relationships, demonstrate thoughtfulness, and open the door to year-end conversations. Sometimes, it only takes one timely reminder to spark meaningful action.
Title: General Fall Season
Type: Single-Topic Email/Holiday Emails
Description: Use this simple email to offer clients or prospects a seasonal reminder to reflect on the year, review their progress, and consider any year-end planning opportunities
Target Audience: Clients and prospects
Running Time: Single email
| 1 Email | 1 Text Message* |
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