For coaches & consultants
Your work is personal: a client trusts you with their goals, their business or their next chapter. A handwritten card at the start of an engagement, at a milestone and at the end says you were invested in them, not just the hours. Upload your client list and every card is written for that client.
Write one message with merge fields in curly brackets, or start from one of these. Each client’s values are filled in, and then the card is written for them.
Kickoff
I’m excited to work with you, {first_name}. Here’s to a great start. {signer}
I’m excited to work with you, Maria. Here’s to a great start. Jordan
Wrap-up
Thank you for trusting me, {first_name}. I’m proud of everything you did. {signer}, {company}
Thank you for trusting me, Maria. I’m proud of everything you did. Jordan, Lopez Realty
Referral
Thank you for the referral, {first_name}. It means the world to me. {signer}
Thank you for the referral, Maria. It means the world to me. Jordan
01
Send new clients a short note as you begin. It sets a warm tone for everything that follows.
Use the client thank-you template →“I’m so glad we’re starting this together, Elena. I can already tell this is going to be a good season for you.”
02
A finished marathon, a promotion, a launch: mark the moment with a card that says you noticed.
Use the checking in template →“Congratulations on the launch, Theo. I know how many early mornings went into it. Enjoy this one.”
03
At the end of an engagement, thank the client by hand. It is the note they keep, and the reason they think of you when someone asks for a recommendation.
Use the client thank-you template →“Thank you for six wonderful months, Grace. Watching you grow into the role has been a highlight of my year.”
04
When a past client sends someone your way, thank them that same week.
Use the referral thank-you template →“Thank you for introducing me to your business partner, Sunil. I’m honored you’d recommend me.”
05
Add a birthday column and each client gets a card on their birthday, every year.
Use the client birthday template →“Happy birthday, Amara! I hope this year brings you everything you’ve been working toward.”
Coaching and consulting run on trust and recommendations. A handwritten card at the end of an engagement is the kind of gesture clients talk about, and it keeps your name in front of them for the next project or the friend who needs help.
One returning client or referral is worth far more than a few cards a year. Once your list is uploaded, sending to everyone takes minutes, and you approve every card first.
It also gives you a reason to reach out that has nothing to do with selling another package. A simple thank-you, sent at the right moment, says more about how you work than any brochure.
The coach they recommend.
Upload your client list, pick a template and approve every card before anything is charged.