As the year winds down, it’s time to pause, reflect and connect with your clients. What better way to achieve this than with a Happy New Year email to clients? Year end reviews are a great opportunity to say thank you, show off what you’ve achieved and set the scene for the year to come with a good email. A good year end email isn’t just a way to share your thoughts; it’s also a chance to deepen your relationship with your clients and get them excited for what’s to come.
In this post we’ll break down the key parts of a year end review email. We’ll also give you tips on how to include a Happy New Year message that will resonate with your audience and provide email templates to make it even easier.
Quick summary:
Gratitude: Sending a year end review email to clients in the holiday season shows you value their business and deepens relationships. Saying thanks genuinely can build goodwill and loyalty.
Achievements: Review 2026 and share the highlights and key milestones that were made possible because of your clients. Show how those achievements benefited them.
Looking Forward: Share what’s coming up and get clients excited for the year to come. This keeps them engaged with your business.
Why Send a Year-End Review Email to Clients?
A man writing a heartfelt Happy New Year email to clients, filled with best wishes.
Sending a year end review email might seem like a small thing but the impact can be big. Here’s why you should:
Strengthening Your Connection with Clients
The holiday season and end of the year are a time for reflection, and sending a year-end email shows that you care about your existing customers. It’s a chance to review 2026 and let your clients know how much they mean to you. A good email goes a long way in deepening your relationship.
By emailing your clients with a message of thanks and the highlights of what you’ve achieved together, you remind them that they matter. Whether you’re a small business or a big corporation, personal communication deepens the relationship you have with your clients.
Expressing Gratitude
The end of the year is a great time to review the relationships that have helped you grow as a business. Taking a moment to thank your clients for their continued support, trust and partnership is part of a year end review email. Gratitude makes your clients feel recognized and appreciated, fostering goodwill for the year to come. Reflecting on a fantastic year, it’s important to acknowledge the role your clients played in your success.
Instead of just talking about transactions, mention specific ways your clients have helped you grow or your business succeed. For example maybe they provided feedback that improved your product or their referrals brought in new customers. Acknowledge these personal things can deepen the client relationship.
Focus on Past Year’s Achievements
A year-end review email is the perfect opportunity to celebrate the achievements of your business over the past twelve months. Whether it’s the launch of a new product, a growth milestone or the completion of a big project, sharing those wins gets clients involved in the journey.
When you’re sharing your achievements make sure to focus on the positive outcomes that benefit your clients. Did your new product make their life easier? Did a marketing campaign deliver better results for your clients? Celebrating those wins shows you’re committed to improvement and how your business benefits your clients.
You could include key statistics, such as:
“We grew our customer base by 40% this year, thanks to your continued support.”
“We successfully launched our new [product name], which has already made a positive impact on [specific customer outcome].”
Looking Forward to the Year Ahead
A year end review email isn’t just about the past; it’s also an opportunity to get your clients excited for the year to come. Share what’s coming up, product launches or new services and keep the momentum going into the new year and keep your clients engaged. It sets expectations and builds anticipation.
You don’t need to reveal everything but teasing some of what’s coming up can pique their interest. Clients will appreciate being part of your journey in the coming year especially if they feel invested in your business’s growth.
For example:
“We have some exciting new features launching in early 2026 that we can’t wait to share with you.”
“Upcoming year, we’ll be offering exclusive deals and services for our loyal clients.”
Anticipation for the Upcoming Year
A good Happy New Year message during the holiday season sets the tone for the year to come. It’s not just about wishing your clients well but also about building excitement. You can use this opportunity to create anticipation around new offerings or opportunities.
A Happy New Year message does more than just wish well; it aligns your business with new beginnings and growth. As the world looks forward to new opportunities, your clients will want to be part of that journey.
Key Elements of a Compelling Year-End Review Email
Clients reading an engaging New Year email message.
To write an email that resonates with your clients there are some key elements you need to include. Let’s break them down:
Personalized Greeting
A personalized greeting sets the tone for your email and an engaging subject line will make your email stand out and boost open rates. Addressing your clients by first name makes them feel special. In a business environment personalized communication can help you stand out from the competition and build a deeper connection. Here’s how you can personalize with Octeth.
By including your client’s name in the subject and in the greeting of your email you instantly make the email more interesting.
For example:
“Dear %Subscriber:FirstName%, thank you for an incredible year!”
Another way is to make the greeting more conversational. For instance:
“Hello %Subscriber:FirstName%, as we close out the year, we wanted to personally thank you…”
When it comes to personalization, there’s much more you could do! Like create content that adapts dynamically to each recipient’s unique profile. You can learn more about it here.
Reflection on Achievements of 2026
In this section you’ll want to highlight the wins and milestones of the year. Think about the key moments your clients helped you achieve. Whether it’s record sales, successful campaigns or even team growth, this is the time to reflect on what went well.
Keep it client focused. When you share your achievements don’t just talk about what your business did. Think about how these milestones benefited your clients. If you launched a new feature how did it benefit them? If you hit a sales goal did it lead to better offers for your clients?
This is a great time to include any success stories or testimonials that show how your business’s growth has benefited your clients.
For example:
“Thanks to your input we were able to improve our product and increase user satisfaction by 25%.”
Appreciation and Gratitude
Don’t forget to thank your clients. Showing appreciation is part of building long term relationships. It doesn’t have to be formal; a warm and sincere thank you goes a long way. Sending heartfelt new year wishes will make your clients feel appreciated and valued.
Take a moment to think about how your clients have helped your business succeed. Maybe they’ve been a long time client or helped you improve your products or services. Acknowledge their contributions and they’ll feel valued.
Here’s an example of a warm thank you:
“Thank you for your unwavering support and trust this year. We truly value the relationship we’ve built together, and we are excited for what the future holds.”
Looking Ahead
While it’s great to look back it’s equally important to look forward especially as we approach New Year’s Eve. This section should give your clients a sneak peek of what’s to come. Whether it’s a new product, service or big company news keep your clients excited for the year ahead.
When talking about what’s to come be specific enough to get them excited but vague enough to keep them curious. You can tease new features, product updates or initiatives on the horizon. This will keep your clients engaged.
For example:
“Lots to come next year. Stay tuned for the launch of our new [product name] and several new service packages to make life easier.”
Call to Action (CTA)
A good email doesn’t leave the reader wondering what to do next. Include a CTA whether it’s scheduling a meeting, signing up for a new service or just replying to the email will keep your clients engaged.
The CTA should be clear and actionable. For example:
“Want to talk about how we can work together next year? Book a call here.”
“More about our upcoming features? Get in touch.”
Remember to make the CTA easy to follow and include links to your website, calendar or booking platform. Want to discover the best tips on writing New Year email campaigns that convert? Then continue reading here.
How to Write a Happy New Year Message
A man writing a Happy New Year message to loyal customers.
The end of the year is a time of celebration and adding your best new year wishes to your year end email is a great way to say happy new year to your clients. This can vary depending on your relationship with your clients.
Professional and Polite
If you have a formal relationship with your clients your New Year message should be professional. Keep it about appreciation and future working together.
Example: “Happy New Year to you and your team. May it be filled with success, happiness and prosperity. Looking forward to another great year of working together.”
Warm and Friendly
If you have a casual or friendly relationship with your clients a warmer tone may be more suitable. A warm and sincere message will make your clients feel more connected to your brand.
Example: “All the best for the year! Here’s to 2026 – we’re looking forward to working with you and can’t wait to see what’s next.”
Blended Approach
If you have a mixed relationship a blended approach works best. You can express appreciation while being inviting.
Example: “As we look back on the year we want to say Happy New Year to you and your team. Thanks for your trust and we look forward to working together in 2026.”
Tips for Crafting an Engaging Subject Line for Year-End Emails
Illustration of the email campaign crafting process.
The Happy New Year email subject line is the first thing your clients will see so make it count. Here are some ideas to get you started:
“Looking back on a great year, %Subscriber:FirstName%! Here’s what’s next”
“Happy year! Let’s celebrate”
“A year of achievements & gratitude – Happy New Year!”
“Here’s to a good year – Happy New Year!”
“Thanks for a fantastic year, %Subscriber:FirstName%! Happy New Year!”
Make sure your open line is personal, short and sweet to get your email opened. For more subject line strategies, continue reading here.
Happy New Year Email Templates and Samples
Including a template in your year end email is a great way to save time and still deliver a message to your clients. Below are some Happy New Year email templates for different types of communication.
Formal Year-End Reflection Email Template
Subject: Reflecting on a Great Year, %Subscriber:FirstName%! Here’s What’s Next
Dear %Subscriber:FirstName%, As we reflect on the past year, we want to take a moment to express our deepest appreciation for your support and partnership.
2026 was a year of remarkable achievements, and we couldn’t have done it without you. Together, we achieved [highlight major achievements], and we are incredibly grateful for your trust. Looking ahead, we have exciting plans for 2026, and we can’t wait to share them with you.
Thank you for being a part of our journey. We wish you and your team a Happy New Year, filled with success and joy.
We look forward to continuing our partnership in 2026.
Warm regards,
[Your Name]
[Your Company]
Warm Reflection Email Template
Subject: Happy year! Let’s make 2026 even better
Hi %Subscriber:FirstName%, What a year!
As we look back on 2026 we want to say a massive THANK YOU for being part of our journey. With your help we achieved [list achievements] and we can’t wait for what’s next.
2026 is going to be even bigger and better and we can’t wait to share it all with you. Let’s keep the ball rolling!
Happy New Year full of success, happiness and growth. We look forward to working together in 2026!
[Your Name]
[Your Company]
Friendly Email Template
Subject: Cheers to a New Year Full of Possibilities!
[Client Name],
Just wanted to say thanks for being with us this year. Your trust and partnership has been huge for our success and we’re very grateful for that.
As we look back on all we’ve done together we’re looking forward to the future and all that 2026 will bring. We’ll keep working with you to achieve even more in 2026.
Happy year full of good health, joy and prosperity. Here’s to 2026!
[Your Name]
[Your Company]
[Your Company Contact]
Thank-You Focused Email Template
Subject: Thank You for an Amazing Year—Wishing You a Happy New Year!
Dear [Client Name],
As we close out this year, we would like to take a moment to thank you for your incredible support. It's been a pleasure working with you, and we're deeply grateful for your trust and partnership.
Your feedback and collaboration have helped us grow, and we couldn’t have done it without you. The new year is full of promise, and we look forward to continuing our partnership with you.
We wish you and your loved ones a prosperous, happy, and successful New Year!
Warmest regards,
[Your Name]
[Your Position]
[Company Name]
[Company Contact Information]
Promotional Email Template
Subject: New Year, New Offer: Celebrate with [Discount/Offer] 🎉
Hi [Client Name],
Happy New Year! We hope your holiday season has been filled with joy and laughter. To kick off the year on the right foot, we’re excited to offer you a special [discount/promotion] as a token of our appreciation for your support.
From [Start Date] to [End Date], you can enjoy [Offer Details]. This is the perfect time to [redeem offer] and take advantage of [special benefits].
Thank you for being a valued part of our community. We can’t wait to see what the new year brings, and we look forward to serving you in 2026 and beyond!
Wishing you a joyful New Year filled with prosperity!
Best wishes,
[Your Name]
[Your Position]
[Company Name]
[Company Contact Information]
[CTA Button: Claim Your Offer Now]
Quick & Simple Happy New Year Email Template
Subject: Happy New Year from [Company Name]!
Dear [Client Name],
As we say goodbye to this year and look forward to the next, we just wanted to take a moment to thank you for your continued partnership.
Wishing you and your loved ones a happy, healthy, and successful New Year!
Best regards,
[Your Name]
[Your Position]
[Company Name]
Best Practices for Crafting Your Year-End Review Email
Here are some extra tips to make your year-end review email shine:
Keep It Short but Meaningful
Avoid overwhelming your clients with too much information; focus just on key highlights to encourage customers to engage with your message. Keep the message clear and strong.
Make It Pretty
Add some festive touches to your email design, but keep it professional. A well-designed email is more likely to be read and remembered. Use high-quality images and well-chosen colors that align with your branding.
Ensure Mobile-Friendliness
Many people read emails on their mobile devices, so make sure your email looks good and is easy to read on a phone or tablet. Simple, clean designs tend to work best.
Review and Test
Before sending your email, review it for any errors and make sure your links and CTAs are working properly. Consider sending a test email to yourself first.
For more New Year ideas, check out this blog post: New Year Marketing Ideas for 2026
Now that we’ve covered Happy New Year emails, you might also be interested in some last-minute Christmas email campaign tips! Click here to learn more.
Summary
A year-end review email is a powerful tool for businesses to reflect on the year 2026, express gratitude to clients, and build excitement for the festive season and the year ahead. By highlighting your achievements, sharing your plans and including a Happy New Year message you can strengthen your relationship with your clients and keep them engaged for the year ahead. Personalisation, a clear call to action and a good open line all contribute to a successful email. Whether formal or casual in tone the key is to make your clients feel valued and excited for what’s to come. By following best practice for email design and reviewing your content before you hit send you’ll make a lasting positive impression. To dive deeper into New Year email campaigns, continue reading here.
Frequently Asked Questions (FAQ)
How do you send a happy new year email message to clients? To send a Happy New Year message to clients, ensure your message is personalized and includes a warm greeting. Highlight past successes and express gratitude for their continued support. Use an engaging open line to capture their attention and include a call-to-action to encourage further interaction. For the content consider using one of the email templates we provided. How do you say happy new year in a formal email? In a formal email, you can say, “We wish you and your team a very Happy New Year filled with success, joy, and prosperity. We look forward to another year of fruitful collaboration.” How do I email a client after a New Year? When emailing a client after the New Year, start with a warm greeting and express your hopes for their success in the upcoming year. Mention any relevant updates or plans and include a call-to-action to maintain engagement. What are some effective email templates for sending Happy New Year messages to clients? Effective email templates for sending Happy New Year messages to clients should include a personalized greeting, a reflection on the past year’s achievements, expressions of gratitude, and a warm wish for the upcoming year. Additionally, they should have an engaging subject line and a clear call-to-action. Email templates can vary in tone, from formal and professional to warm and friendly, depending on your relationship with the client. Consider checking out the email templates we provided.