‘Tis the Season to Thank Your Contacts

A key component of a successful CPA firm marketing strategy is establishing strong relationships with contacts. Thanksgiving offers a great opportunity for reaching out to your contacts and making them feel valued. Here are some tips for extending a warm “thank you” to your contacts this holiday season.


To Whom to Reach Out


It’s important to let your clients know that you’re thinking about them and thankful for their business. If you have too many clients to thank personally, at least reach out to your top clients individually. Check out this entry from the ABLE blog to learn how to determine your top clients.


Send a quick holiday greeting to a prospect is important because it indicates to them the type of relationships that you establish with your clients. If you care enough to thank them when they’re just a prospect, they’ll wonder how much more will you devote to the relationship once they decide to become a client.

Referral Sources

Strong relationships with referral sources are important to growing your business. Be sure to send a personal “thank you” to any contact who has successfully referred a client to you throughout the year.


How to Reach Out

There are a lot of different ways that you can reach out to your contacts to say thanks. Perhaps your firm creates a holiday card or promotional item that you can use. If not, consider one or more of the following:

  • Personalized “Thank You” – This can be in the form of a physical card, a phone call, or even an email. Whichever medium you choose, try to personalize it a bit for each recipient. Your thanks will feel all the more genuine if it’s clear to the recipient that it is written for them in particular, rather than as a form letter for all of your clients.
  • Thought Leadership – Sometimes a good way to go about expressing your thankfulness is doing it in combination with some helpful information. Consider sharing an article on year-end planning or tax changes impacting your contact along with your note of thanks. This will communicate both your attention and your value as an advisor.
  • Major Interaction – Perhaps you have one or more very important contacts who merit more than a phone call or a note. Consider treating them to a meal or a local activity, such as a sporting event, to communicate your thankfulness and how highly you value your relationship with them.


CRM for CPA Firm Marketing

ABLE, the CRM for CPAs, makes communicating a “thank you” to your contacts a snap. Because your most important contacts are assigned to tiles on your CRoPs dashboard, there’s no need to worry about missing out on a key “thank you.” If you choose to include a piece of thought leadership in your thank you note, it’s easy to find something relevant in ABLE’s content library. Lastly, you can easily see which contacts are most in need of a major interaction and schedule accordingly.

Have you considered employing a CRM to strengthen your CPA firm marketing efforts? A recent study revealed that firms that use a customer relationship management system benefit from an organic growth rate that is 68.6% higher than firms that do not use a CRM.

So what are you waiting for? If your firm does not currently use a CRM system, now’s the time to get on board. If your firm does use a CRM, are you sure it’s the right one? Find out why ABLE has a 27% market share among accounting firms that use a CRM—schedule a demo today.