Annual client letter
Send a personalized letter to a client reflecting on accomplishments and major events of the past year.
I want to send my client a personalized year-end letter reflecting on what we accomplished together. This workflow pulls details from the past year to create a meaningful personal recap.Follow these steps:1. Pull the client's full contact record from my CRM.2. Check my calendar for all meetings with this client over the past 12 months.3. Review CRM, email, and meeting notes to identify key milestones, life events, planning work, and decisions made.4. Draft a personalized year-end letter and save as a PDF.
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