Sample Client Appreciation Letter printable pdf download

Developing a Client Appreciation Event

1) Who do you want to invite? We suggest that you invite your “A Clients” on your

first round, along with those clients that you think will provide good

referrals/contacts. You want to encourage your clients to bring a friend(s) that

might like to learn more about the topic and your services.

2) What is the most convenient time for the event? Maybe a Friday or Saturday night

for your clientele.

3) Where? What is the most convenient location…are your clients spread out…so

maybe you want to have more than one event in different locations.

4) Format for your event? Here are some ideas:

*Cocktails and hors d'oeuvres with a sit-down dinner (evening)

*Grazing table with sophisticated “small bites” creating an atmosphere for more

socializing (late afternoon/early evening)

These types of events lend themselves to having a formal thank you to your

clients and a welcome to their guests, plus a short (maybe 20-30 minute

presentation). Be sure whatever presentation you use is compliance-approved or

you need to submit it for review.

Presentation ideas for this format include:

 Show one of the brief presentations from the Partners Advantage Sales

System

 Topic of general interest to group, such as “How to Avoid Identity Theft.”

The National Ethics Bureau has a nice brochure on this that you can use as

the substance for a brief presentation.

 Invite a guest speaker with an appropriate and interesting

topic/presentation

Another option is to have a more fun event – without a financial focus:

*Wine & Cheese Tasting (weekend afternoon)

*Golf Clinic (weekend morning or afternoon)

5) When people RSVP – get complete names and correct spelling for all attendees

and guests. Print nice-looking nametags for everyone who will attend.

6) Be sure to send everyone who attends home with one or two special gifts – maybe

provide one gift to everyone and have a few fun drawings for some others.

See Sample Client Appreciation Event Letter on next page…

Sample Client Appreciation Letter