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Happy Holidays Message to Clients: Examples That Feel Personal

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

A happy holidays message to clients should be a short, personal note with no sales pitch. Thank them for one specific thing you did together this year, and wish them a restful season. "Happy holidays" is the safe greeting for most clients. The specific detail is what sets your note apart from the dozens of generic greetings they get in December.

Every December, clients get a pile of identical holiday emails. Most come from companies trying to sell something. A note that mentions their project, their team or a moment from the year shows you were paying attention. That's what they'll remember when they plan next year's work.

A holiday message to clients lands when it's clearly written to one person. Use their name and one real detail. Keep the tone warm but professional, and ask for nothing. If you want to talk business, save it for January. Then it won't compete with the season.

On this page
  1. 11 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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11 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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Everyone on a rhythm. Who is due, and when. Recorded in the app on a demo account.

1. Email: thank you for one specific project this year

Subject: Happy holidays, and thank you for this year

Hi [Name], As the year winds down, I wanted to say thank you. Working with you on [specific detail, e.g. the warehouse move in August] was one of the highlights of my year. The way your team [specific detail, e.g. kept everything running through two weekends of moving] was something to see. I hope you get some real time off this season. Happy holidays to you and the whole [Company] team. Warmly, [Your Name]

Why it works: Naming a project and praising their team shows real attention, and that makes a holiday note feel personal.

2. Email: new client, first holiday working together

Subject: Our first holiday season together

Hi [Name], We have only been working together since [month], but it already feels like a great partnership. Thank you for trusting us with [specific detail, e.g. your spring product launch]. I'm looking forward to what we will do next year. For now, I hope you and your family have a peaceful holiday and a good break. Happy holidays, [Your Name]

Why it works: It notes that the relationship is new and looks ahead, which tells a new client they chose well.

3. Email: long-time client, years of partnership

Subject: [Number] years, and still grateful

Hi [Name], This is our [number] holiday season working together, and I do not take that for granted. When we started, [specific detail, e.g. you had four stores and we were doing everything on spreadsheets]. Look at where you are now. Thank you for your loyalty and for being the kind of client we love to work for. Wishing you and your family a wonderful holiday. All the best, [Your Name]

Why it works: Recalling where you started shows you value the history, which long-time clients rarely hear said out loud.

4. Text: client you text with regularly

Hi [Name]! Wishing you and the family a great holiday. Thanks for another fun year working together. Hope you get to [specific detail, e.g. finally take that ski trip]. Talk in January!

Why it works: It sounds like the way you already talk, and the personal detail shows you listened beyond business.

5. Text: Christmas message to a client who celebrates

Merry Christmas, [Name]! Thank you for a great year. I hope you have a relaxing few days with [family names or specific detail]. Enjoy every minute.

Why it works: Using the holiday they really celebrate, plus a personal touch, makes it feel warm, not corporate.

6. Email: client who had a hard year

Subject: Thinking of you this season

Hi [Name], I know this year asked a lot of you and the team, especially [specific detail, e.g. through the reorganization in the spring]. I have admired how you handled it. I hope the holidays bring you some rest and time with the people who matter most. No need to reply. I just wanted you to know I'm thinking of you. Warmly, [Your Name]

Why it works: Noting a hard year with kindness, and asking for nothing, builds a trust that a cheerful template can't.

7. Email: past client you have not worked with this year

Subject: Happy holidays from [Your Name]

Hi [Name], It has been a while since we worked together on [specific detail, e.g. your office renovation], and you came to mind this week. I still drive past the building and think about [specific detail, e.g. that last-minute change to the lobby that turned out great]. I hope the year has been good to you and [Company]. Wishing you a happy holiday season and a great start to the new year. Best, [Your Name]

Why it works: It reconnects through a shared memory with no pitch, which keeps the door open for work or referrals.

8. Email: donation made in clients' names instead of gifts

Subject: A holiday gift in your name

Hi [Name], This year, instead of sending gifts, our team made a donation to [Charity] on behalf of our clients, including you and the team at [Company]. The gift will help [specific detail, e.g. stock the local food bank through the winter]. Thank you for being part of a year we are proud of. Happy holidays. Warm regards, [Your Name]

Why it works: It turns a greeting into something meaningful and tells clients just what the donation did.

9. Email: greeting combined with holiday hours

Subject: Happy holidays, plus our schedule for the break

Hi [Name], Happy holidays from all of us at [Your Company]. Thank you for a great year working together on [specific detail]. A quick note on our schedule: our office will be closed from [date] through [date]. If anything urgent comes up, [Backup Name] will be on call at [phone or email]. Wishing you a restful season. See you in the new year. Best, [Your Name]

Why it works: It shares the practical news warmly, so clients know how to reach you and don't feel left alone.

10. Email: past home buyer, first holiday in their new home

Subject: Your first holiday in [Street Name]

Hi [Name], This is your first holiday season in the new house, and I hope it is a good one. I still remember the day you got the keys and [specific detail, e.g. the kids ran straight upstairs to pick their rooms]. Wishing you a warm, happy holiday at home. If you ever need a contractor name or anything else, I'm always a call away. Happy holidays, [Your Name]

Why it works: Marking a personal milestone shows they were more than a sale, and that's how agents earn referrals.

11. Text: New Year message if you missed the holidays

Happy New Year, [Name]! I missed sending a holiday note, so here's my belated thanks for a great year working together. Looking forward to [specific detail, e.g. the spring rollout]. Hope the break was a good one.

Why it works: It owns the late timing lightly and uses the new year as a natural reason to reconnect.

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

If the client replies, answer warmly within a day or two and keep it light. If they don't reply, don't follow up. Silence in December is normal. Reach out again in the second or third week of January with a useful note or a plan for the year. After that, stay in touch every six to eight weeks with something that fits their business. Then your next holiday note comes from someone they heard from all year.

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

After the holidays, will they hear from you again? Pick a rhythm for each client, or for hundreds at once. In the new year, each check-in is written from your notes, and it waits if you already talked.

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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 is the best greeting message for customers?

The best greeting is short, uses the customer's name and thanks them for something specific. For example: "Happy holidays, Priya. Thank you for trusting us with your spring launch. I hope you get a real break this season." Leave out sales offers, so it reads as a real thank you.

How do you say happy holiday professionally?

Say it simply and warmly. A line like "Wishing you and your team a happy holiday season" works well. Add one line of thanks for the year's work together. "Warm wishes for the season" and "Season's greetings" also sound professional and fit any client.

What is a good Christmas text message?

A good Christmas text to a client is two or three sentences. Try: "Merry Christmas, Tom! Thanks for a great year working together. Hope you have a relaxing few days with the family." Send it only to clients you already text who celebrate Christmas. Send it during normal hours before the holiday.

What are some good holiday messages to send?

Good holiday messages thank a client for a project or honor a long relationship. Others mark a personal milestone or wish them rest after a hard year. Pick the angle that fits each client. Add one real detail and leave out any pitch. Short and specific always beats long and generic.

Should I say Merry Christmas or Happy Holidays to clients?

Say happy holidays unless you know the client celebrates Christmas or another specific holiday. Happy holidays is warm, inclusive and professional for any client. When you do know what they celebrate, using that holiday's name feels more personal.

Should I send a holiday message to past clients?

Yes. A holiday message is one of the most natural ways to stay in touch with past clients. Mention the work you did together or a memory from it. Wish them well and skip any request. Past clients who hear from you warmly remember you when they need help again, or know someone who does.

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