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How to Create a Client-Centric Annual Review

By Stefanie M. Marrone on December 29, 2022
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Client Centric Year in Review

Here’s a content idea to engage with your clients and prospects this time of year – send them a client-focused year-in-review email.

An effective year-in-review email strengthens confidence in your business, shows your growth while reinforcing your market position.

Think of your year-in-review email like an annual review of your company’s top highlights over the past year (written with your clients as the focal point and why they should care about it) and a recap of your best blog posts, articles, webinars and other client-centric content.

Many brands use an annual report to brag about their successes, and that’s why they fall flat.

You’ll have so much more engagement if you keep the content client-centric and not boastful.

This is not the place to tout your rankings or brag about why you are the best.

Always ask yourself, “Why would my audience care about this piece of content?” “Does it educate or help them?” and if you can’t answer that, omit it. (Please always omit the number of Super Lawyers your firm had – your clients don’t care).

If you provide a product solution, use the email to remind your audience how much your product or service helped them achieve success and inspires them to accomplish even more next year.

You can also share stats and facts that show milestones and how you’ve grown, such as: reached x customers, welcomed x new team members, key promotions, opened a new location, moved to a bigger office, product and partnership launches, mergers, anniversaries, a rebrand or lateral growth. You can also highlight specific clients. Include quotes from your people or third-party publications – and mayube even client testimonials. Just avoid vanity metrics.

Take a look at your behavioral data and identify trends within your audience, such as your top-selling products, most popular blog posts and client alerts, most shared social media posts, etc.

Consider recapping some top stories or interesting stats of the year in your industry and for each one, share a brief reflection, action you took or a relevant tip.

You can also look ahead to 2023 – discuss industry trends, highlight upcoming 2023 events or upcoming launches.

At the end of the email, thank your readers and make it easy for them to share the content with others.

Create a call to action at the end of the piece depending on your business goals. Drive readers back to your website, promote sign-ups for your newsletter or encourage following your social channels.

Year-in-review emails are great for generating leads and conversions, engaging your audience, and retaining clients and are often overlooked.

Are you going to try creating a year-end email?

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Photo of Stefanie M. Marrone Stefanie M. Marrone

Stefanie Marrone helps law firms and legal service providers effectively tell their stories and find their unique voices. She has worked at some of the most prominent law firms in the world, developing and executing global revenue generating, business development, internal and external…

Stefanie Marrone helps law firms and legal service providers effectively tell their stories and find their unique voices. She has worked at some of the most prominent law firms in the world, developing and executing global revenue generating, business development, internal and external communications strategies, including media relations, branding, multi-channel content marketing and thought leadership campaigns. She has particular experience in helping B2B companies and their employees effectively utilize social media platforms such as LinkedIn, Twitter, Facebook and Instagram for business development, revenue generation and visibility.

Stefanie Marrone advises law firms of all sizes, professional service firms, B2B companies, recruiters and individuals on the full range of marketing and business development consulting services designed to enhance revenue, retain current clients and achieve greater brand recognition. She also serves as outsourced chief marketing officer/marketing department for small and mid-size law firms.

Over her 20-year legal marketing career, she has worked at and with a broad range of big law, mid-size and small firms, which has given her a valuable perspective of the legal industry. Connect with her on LinkedIn, Twitter, YouTube, Instagram,  sign up for her email list and follow her latest writing on JD Supra.

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  • Posted in:
    Law Firm Marketing & Management
  • Blog:
    The Social Media Butterfly
  • Organization:
    Stefanie Marrone
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