1
Add your company letterhead and the letter date
Insert your company's official name, address, phone, email, and logo at the top of the template. Enter the date you plan to send the letter β typically between December 10 and December 22.
π‘ If you are sending digitally, use a PDF with your letterhead embedded rather than a plain-text email β the visual formality increases perceived sincerity.
2
Enter the recipient's name, title, and address
Fill in the customer's full name, their title if applicable, and their mailing or billing address. For email delivery, confirm the correct recipient and CC the account manager if appropriate.
π‘ For high-value accounts, use the decision-maker's name rather than a general company address β a letter addressed to a specific person is far more likely to be read.
3
Write a personalized salutation
Use the customer's first name for warm, established relationships ('Dear Sarah,') or their courtesy title and last name for more formal or newer relationships ('Dear Ms. Patel,').
π‘ Consistency between salutation formality and the tone of the letter body matters β a 'Dear Sarah' opener followed by stiff corporate prose creates a jarring read.
4
Customize the opening gratitude paragraph
Replace the placeholder text with a genuine acknowledgment of the customer's specific value β number of years as a customer, a notable project, or a referral they made. One specific detail outperforms generic warmth.
π‘ Pull from your CRM or account notes before drafting β a reference to their longest-running contract or a project completed this year shows you actually pay attention.
5
Complete the year-in-review and value acknowledgment
Reference one or two shared milestones from the year. This can be a project delivered, a challenge navigated together, or a growth metric you achieved partly because of their business.
π‘ Keep this section to three to five sentences β brevity signals confidence and respect for the recipient's time.
6
Add the holiday wishes and forward-looking statement
Insert the seasonal greeting appropriate to your audience, then write one to two sentences about your commitment and enthusiasm for the relationship in the new year.
π‘ If you serve a diverse customer base across faiths and cultures, use 'joyful holiday season' alongside 'Merry Christmas' β the template supports both without losing warmth.
7
Sign the letter with an authorized signature
Apply a handwritten signature (scanned), digital signature, or an eSign-generated signature above the printed name and title of the sender. For batches, a high-quality scanned signature image applied consistently is acceptable.
π‘ Letters from the business owner or CEO carry more relational weight than those signed by a department. For top-tier accounts, have the most senior relationship owner sign personally.
8
Proofread, export as PDF, and send before December 22
Read the letter aloud to catch awkward phrasing, confirm all personalization tokens have been replaced, export as PDF, and send before December 22 to arrive before recipients begin their holiday break.
π‘ For printed letters, use quality paper stock and hand-address the envelope for top accounts β physical mail open rates during the holiday season are significantly higher than email open rates.