Special occasion mailings to clients

[ValeRosso]

I'm starting to mail birthday cards and other correspondence to clients. For those who do this, do you use this as a marketing/cross selling opportunity as well? If so, how do you word something like this, as to not take away from the main message (happy birthday, etc), or is it not in good taste to include anything else along with the main message?

 

[Tahoe Ray]

I'm starting to mail birthday cards and other correspondence to clients. For those who do this, do you use this as a marketing/cross selling opportunity as well? If so, how do you word something like this, as to not take away from the main message (happy birthday, etc), or is it not in good taste to include anything else along with the main message?

I do two holiday cards (july 4th and New Years) and a birthday. Also send a policy anniversary and that's the one where I ask for referrals, additional coverage, etc.

Use a rule like online forums/social media. Contribute as much as possible (in this case it's just reaching out, maybe even with a newsletter or checking in texts or an annual call etc.) and then once in a while, no one minds your offer.

If you do it every time, it comes off as self-serving.

Hope that helps.

 

[WinoBlues]

I'm starting to mail birthday cards and other correspondence to clients. For those who do this, do you use this as a marketing/cross selling opportunity as well? If so, how do you word something like this, as to not take away from the main message (happy birthday, etc), or is it not in good taste to include anything else along with the main message?

Don't.
Print or stamp your contact info on the back with, maybe, a simple one line come on. Maybe. Do not make it about you. Maybe insert a simple contact card.

If you drip them a month or two later then do your ad.

IMohsoHO

 

[WinoBlues]

I do two holiday cards (july 4th and New Years) and a birthday. Also send a policy anniversary and that's the one where I ask for referrals, additional coverage, etc.

Use a rule like online forums/social media. Contribute as much as possible (in this case it's just reaching out, maybe even with a newsletter or checking in texts or an annual call etc.) and then once in a while, no one minds your offer.

If you do it every time, it comes off as self-serving.

Hope that helps.

I should have read past the OP.

What Ray said.

 

[somarco]

I should have read past the OP.

What Ray said.

Premature enunciation?

 

[rmhaire]

Premature enunciation?

Don't they have a pill for that?

 

[WinoBlues]

Premature enunciation?

You say it like it's a bad thing. .

 

[Markthebroker]

A thoughtful card would be nice. Suggested wording below.


Happy Birthday Client,

You're one day older.

Maybe a good time to think about shopping health insurance?

You're one day older which means you're one day closer to death.

Good time to shop life insurance?

Thinking of you,

-Mark T Broker
[email protected]
1-555-123-4567

 

[Markthebroker]

You say it like it's a bad thing. .

I never enunciate early. Whenever I do it - it's right on time.

 

[somarco]

I never enunciate early. Whenever I do it - it's right on time.

Hey! I know who you are . . . .