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What to Write in a Holiday Card for Clients

By Shawn Gregoire, founder of Capstone Outreach · Updated October 2026

In a holiday card for a client, write two to four handwritten sentences. Thank them for one specific thing from the year. Wish them a restful season and sign with your first name. The printed greeting covers the formal part, so your own lines should be personal. One real detail, like a project or a shared moment, makes the card worth keeping.

A holiday card is one of the few pieces of business mail people actually open and keep. It sits on a desk or shelf for weeks, and your name sits there too. A real handwritten line says the bond matters enough for you to pick up a pen.

The card does not need a long message. Most of the impact comes from the handwriting and one specific detail. Pick a card with a neutral printed greeting and add a personal line or two. Sign it yourself and address the envelope by hand. If you send a gift, the note with it follows the same rule.

On this page
  1. 12 examples to copy
  2. When to send it
  3. Subject lines
  4. What to avoid
  5. After you send it
  6. Frequently asked questions
  7. Related messages

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12 examples to copy

One message is easy. Hundreds of people, all year, is the hard part. Capstone Outreach puts everyone you know on a rhythm you pick, from weekly to every three months. When someone is due, a message like these is already written in your voice from your history with them. You approve it, and it goes from your own email or phone. See how it works.

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1. Card: thank you for a specific project

Dear [Name], Thank you for a wonderful year. Working with you on [specific detail, e.g. the new clinic opening] was a highlight for our whole team. Wishing you a happy and restful holiday season. Warmly, [Your First Name]

Why it works: One concrete project reference turns a printed card into a personal thank you that the client will remember.

2. Card: long-time client

Dear [Name], [Number] holiday cards and counting! Thank you for your loyalty and friendship over the years. It is a true pleasure to work with you. Wishing you and your family a joyful season. All the best, [Your First Name]

Why it works: Counting the years makes the client feel the length of the relationship, which is something to celebrate.

3. Card: client who lost someone this year

Dear [Name], I know this season may feel different this year, and I have been thinking of you. [Deceased Name] was always so kind to me, and I miss [his/her/their] [specific detail, e.g. stories at our annual reviews]. Wishing you comfort and peace this holiday. With care, [Your First Name]

Why it works: It acknowledges the loss gently and shares a real memory, which means far more to a grieving client than a cheerful greeting.

4. Christmas card: client who celebrates Christmas

Dear [Name], Merry Christmas! Thank you for another great year working together. I hope you have a peaceful holiday with [family names or specific detail] and a very happy new year. Warmly, [Your First Name]

Why it works: Using the holiday the client actually celebrates, plus a family detail, makes the card feel personal rather than corporate.

5. Card: past client, no current work

Dear [Name], You came to mind as I was writing cards this year. I still think about [specific detail, e.g. that rainy closing day at the new office]. I hope all is well with you and [Company]. Happy holidays! Best wishes, [Your First Name]

Why it works: A shared memory with no pitch keeps the relationship alive and keeps you top of mind for referrals.

6. Card: past home buyer or seller

Dear [Name] and [Name], Happy holidays! I hope [Street Name] is full of warmth and good food this season. It was a joy helping you find it. Warmly, [Your First Name]

Why it works: Referencing their home makes the card about their life, not your business, which is how agents stay remembered.

7. Card signed by the whole team

Dear [Name], From all of us who worked on [specific detail, e.g. your annual report] this year: thank you for being such a great partner. Wishing you a happy holiday season and a great new year. [Team member signatures, each with a short line if space allows]

Why it works: Multiple handwritten signatures show the client that the whole team values them, not just their main contact.

8. Gift note: holiday gift basket or box

[Name], a small thank you for a big year. Enjoy, and happy holidays! [Your First Name]

Why it works: Gift notes should be short and handwritten, and this one frames the gift as thanks rather than a marketing item.

9. Card: donation made in the client's name

Dear [Name], This season, we made a donation in your name to [Charity], which [specific detail, e.g. provides warm coats to kids in our city]. Thank you for being part of our year. Wishing you joy and rest this holiday. Warmly, [Your First Name]

Why it works: It explains the gift in one sentence and ties the season's generosity to the client relationship.

10. New Year card if you missed the holiday window

Dear [Name], Happy New Year! Thank you for everything this past year, especially [specific detail]. I'm looking forward to what we will do together in [Year]. All the best, [Your First Name]

Why it works: A New Year card arrives when mailboxes are quiet and gives you a natural reason to look ahead together.

11. Email: digital holiday card for remote clients

Subject: A holiday card for you, [Name]

Hi [Name], Since we have never managed to meet in person, I'm sending our holiday card the digital way: [link to card]. The message inside is simple. Thank you for a great year working on [specific detail, e.g. the new onboarding program]. Your team made it easy. Wishing you a happy holiday and a restful break. Warmly, [Your Name]

Why it works: It explains why the card is digital and still includes a personal line in the email for clients who never click.

12. Text: after a client's gift was delivered

Hi [Name], I heard your package arrived. Just a small thank you for a great year working together. Happy holidays to you and the family!

Why it works: A brief text confirms the gift landed and adds a personal touch without making the client write a thank you note back.

Sending these to more than a few people? See how people keep track of who to follow up with, and when: what a personal CRM does and the best personal CRMs, compared.

When to send it

Subject lines

What to avoid

After you send it

Keep a list of who got a card and any reply or thank you you get back. If a client sends a note or card in return, reply with a short thank you within a few days. Do not follow up on a card that gets no response. In the second or third week of January, reach out with a useful note or a short plan for the year. After that, stay in touch every six to eight weeks. Then next year's card continues a conversation.

Building the habit: how to keep in touch with contacts and what a personal CRM does.

Writing cards for clients you met this year? Scan the business cards you picked up along the way. Capstone saves each person with where you met, so next year's card list is already built.

Start 14 days free, then $25/mo

A study of 20 million LinkedIn members found that acquaintances, more than close friends, led to new jobs (Science, 2022). Capstone keeps those people warm. You approve every message, and it goes from your own email or phone.

Frequently asked questions

What to write in a Christmas card for a client?

Write a short thank you for the year and one specific detail about your work together. Add a warm Christmas wish, then sign your first name. For example: "Merry Christmas, Ana! Thank you for a great year and for trusting us with the store launch. Wishing you a joyful season," signed with your name. Use a Christmas card only for clients you know celebrate it.

Should business holiday cards be handwritten?

Yes, at least the personal message and the signature should be handwritten. The printed greeting can be formal. A line or two in your own handwriting is what makes the card feel personal. For large lists, split the cards across your team and write a few each day.

How do you sign a holiday card to a client?

Sign with your first name if you know the client well. Use your full name if they mostly know your company. "Warmly," "All the best" and "Happy holidays" all work as closings. When the team signs together, each person should sign their own name. Don't have one person sign for everyone.

What should I write on a holiday gift note for a client?

Write one or two sentences that frame the gift as a thank you. For example: "A small thank you for a big year. Enjoy, and happy holidays!" with your name below. Handwrite it if you can and sign your name. Keep business details, logos and offers out of the note.

When should you mail holiday cards to clients?

Mail holiday cards in the first two weeks of December. That gives them time to arrive before clients leave for the holidays. It also keeps them from getting lost in late December mail. If you are running late, send a New Year card in the last week of December instead.

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