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Sending Holiday Cards? It’s Time to Get Cracking!

October 31, 2024

Sending holiday cards is a thoughtful way to show appreciation to your clients, colleagues, and business partners. With the end-of-year rush fast approaching, it’s important to start planning now to ensure everything goes smoothly. Here’s how you can break down the project so your cards are ready and out the door by early December.

1. Build Your List in Early November

Begin by gathering and updating your mailing list. Double-check that you have current contact information for all clients, partners, and vendors. If your firm has multiple attorneys, consult with them to add any additional contacts they’d like to include.

Consider whether you’ll send physical cards, digital ones, or both. Some clients may prefer traditional cards, while others might appreciate an eco-friendly digital option. Make a note of any known preferences.

2. Choose the Right Design

Once your list is set, think about your card design. Does your firm’s style lean more formal, or is a festive, playful tone a better fit? Many law offices opt for elegant and understated designs, but it’s all about aligning with your brand.

This month, reach out to local printers or online vendors to explore your options. If you’re going with custom cards that feature your firm’s logo or a personalized message, allow extra time for design and proofing to avoid any last-minute issues.

3. Personalize the Message

With the logistics underway, shift your focus to the message inside the card—it’s the part that makes the biggest impact. Draft a warm, personal message that matches the tone of your firm. If possible, include handwritten signatures or notes. Even a short, heartfelt message can leave a lasting impression.

Aim to have a draft of your message by mid-November. If team members will add their signatures, plan out when and how you’ll gather those to keep the process smooth.

4. Set a Timeline

Establishing clear deadlines is key. By the end of November, your mailing list, card design, and message should all be finalized. The first week of December can then be spent ordering any final materials and collecting signatures, if needed.

This timing should allow for cards to be mailed in early December, ensuring they arrive well before the busiest part of the holiday season. That way, clients and partners can fully appreciate your gesture.

5. Plan for Addressing and Mailing

Addressing cards can take a while, especially if you’re handwriting envelopes. If that’s your plan, set aside time for this in late November. Alternatively, many card vendors offer services to print addresses directly on envelopes or labels, which can save significant time.

If your list is large, consider delegating some tasks within your office to keep everything on schedule. Also, ensure you have all the materials needed, like stamps and envelopes, or digital tools if you’re sending e-cards.

6. Track Responses and Feedback

Once the cards are sent, take note of any feedback or acknowledgment you receive. Positive responses from clients or partners can provide insight into the impact of this tradition and help you fine-tune your list for next year.

7. Review for Next Year

After the holidays, review the process with your team. What went well? Were there any areas to improve? Use this feedback to streamline the process for next year. Keep notes on your card design, message, and mailing list so that when next holiday season arrives, you’ll be prepared.

 

Filed Under: Client relations, Increasing profits, Managing the office, Working with lawyers, articles, Available for NL, Top Story Tagged With: Client relations, Marketing, Working with lawyers, holiday cards

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