Niche Marketing: Beyond Holiday Cards: Building Year-Round Client Appreciation Systems That Scale

×

Expand

Series: Niche Marketing with Janel Sykora

Topic: Beyond Holiday Cards: Building Year-Round Client Appreciation Systems That Scale

1 CPE Credit Available

Field of Study - Communication and Marketing

As we wrap up the year, most accounting firms are sending out the usual cards, cookies, and company-branded mugs. But true appreciation goes far deeper — it’s about intentionality, personalization, and timing.

In this 60-minute Be Insightful session, Janel Sykora of Cajabra Marketing for Accountants will share creative, strategic, and automatable ways to strengthen client relationships. You’ll learn how to build a culture of appreciation that fuels referrals, retention, and revenue — all without adding more to your to-do list.

You’ll walk away with ready-to-implement ideas and templates to show clients they’re valued all year long — not just in December.

Learning Objectives:

By the end of this session, participants will be able to:

• Redefine client appreciation beyond seasonal gestures — understanding how small, consistent touchpoints create stronger relationships and drive referrals.
• Leverage automation tools like Cajabra CRM to gather feedback, schedule appreciation campaigns, and create scalable client connection systems.
• Design a feedback loop that uses client surveys and automation to continuously improve the client experience.
• Implement 10+ creative appreciation ideas (gifts, experiences, and systems) that can be executed in Q4 and sustained into the new year.

Cost: Free

CPE Credits: 1

Subject Area: Communication and Marketing

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here. Annual membership is $599. The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.