It may still be shorts and t-shirt weather, but the dreaded season of “Holiday Cards” is just around the corner. The best way to prepare is to plan for the inevitable sooner, making the project easier as the time approaches.The first step is to determine what your firm’s intentions are for this year’s annual Holiday Card. Some firms are satisfied with an e-card that goes to all of the clients, prospects, former clients, alumni, vendors, etc. with a generic, “From your friends at Smith & Jones.” Other firms want a physical card signed by those who are directly involved with the client, a separate card per partner. While there are also dozens of variations in between, before you can make your holiday plans it is important to know exactly what your firm wants to do.
Here are some suggestions of things Marketing should determine up front to ease through those holiday blues:
- Do we send a card at all?
- Are we going to do it the same way we did it last year?
- E-Card or paper card?
[You will need some lead time to order physical
cards and/or to design the perfect e-card.]
- Only one card or will individual cards be sent?
[A contact might receive several cards from different professionals
in your firm, is that what your firm wants to happen?]
- Who will be sent a card(s)?
[Clients, prospects, former clients, alumni, friends, family, vendors…]
- Will the card(s) be personalized?
[Signed by specific professionals, will it contain a personalized sentiment?]
- When should the card(s) arrive?
[Remember, if it is a physical card that is personally signed, you need to get all that done in time to drop it in the mail, or else it won’t arrive until 2014!]
So before the kiddies are back in school (because once the fall begins, time is short), you should nestle up to a patio with a cold lemonade and start making your Holiday Card plans. Use the list above to make certain that you know exactly what your firm will be doing. Then, once you know where you are headed and what is involved, it will be easier to see how ContactEase can be used to help in the process.
Watch for future postings to help guide you through the Holiday Card Season, and remember it is never too soon to start. So READY, SET, GO! Start mapping out your firm’s plans now, so the process is easier in the long run.