Copy Critique Please For client retention letter

7 replies
Hi Copy Warriors,

I'd greatly appreciate your help on this one.

I want to do a client retention letter, for my current paying clients.

Sadly, every year I lose clients because our firm "messes up".

Now, in some cases the clients are a-holes and I'm glad they are gone. However, there are other cases I'm truly sad about it.

Each client is worth at least $500 a year to me.

So, this year I want to send out a letter. And follow that up with a phone call within the week.

The goal of the letter is to get clients to know we care about them. Let them know that we want to continue doing business together. Let them know that if we screw up, we'll do what we can to make things right.

This will be a first class mailing.

Again, thx for your help.

Here is the draft of the letter I've wrote so far.


Imagine a conversation where I say:

“[name], I apologize for ____________. My fault. I’m sorry. How did ________ effect you? I promise to use my best efforts to NEVER do _________again. What can I do to make this right?"

Dear [name],

Kind of an usually headline, right?

Not something the average tax guy would send out, right?

Well, I'm not "an average tax guy". More importantly, there are two important reasons why I'm sending you this letter:

#1: According to my faith tradition, this is the time of year we access our behavior and make things right to those we care about. As a client of mine, I CARE about you.

#2: I really value our professional relationship. I want to continue doing business with you. And I don't want there to be any leftover emotional stuff that could effect our doing good business together . And God forbid, I'd hate to lose you as client without the opportunity to make things right if I did anything that upset you [name].

Maybe I didn't listen to you as much as you would of liked. Maybe I didn't return a phone call fast enough. Maybe I was hurried when we met. Maybe I said something to offend you. Maybe I took too long to get work done.

Whatever your "maybe" is, I'd like to create space for you to voice any criticisms of me, our firm, or the experience you had working with us [name].

Here's my promise of what I will do: I will listen to you. I will make things right.

Here's my promise of what I won't do: I won't argue with you. I won't judge you.

Today I bought a "throw-a-way" phone to be used for the next 7 days with the sole purpose of fielding these calls. I promise to PERSONALLY answer the phone myself (no gatekeeper!). I promise if I'm on the other line, to call you back within the 1 hour.

Please call me at xxx-xxx-xxxx if there is ANY outstanding issue you'd like to discuss with me.

If calling me on the phone is too awkward, I've enclosed a prepaid addressed envelope for you to send me.

You can also write about any thoughts you have on how to improve our business for next year.

I look forward to hearing for you [name]. Listening to you [name]. And making things right between us.

To a long lasting mutually beneficial relationship,


ACL, CRTP
Wealth Guardian
#client #copy #critique #letter #retention
  • Profile picture of the author GEORGIADES
    I think your intention is great but in places for me it's a little too much and rather long. I would also only send it out to people requesting to cancel your service, no point putting a seed of doubt in a happy customers mind. Not sure if your intention was to send it out to everyone or just those that had expressed some kind of dissatisfaction. You can usually just survey or ask for general feedback from your happy clients.
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    • Profile picture of the author copyassassin
      Originally Posted by GEORGIADES View Post

      I think your intention is great but in places for me it's a little too much and rather long. I would also only send it out to people requesting to cancel your service, no point putting a seed of doubt in a happy customers mind. Not sure if your intention was to send it out to everyone or just those that had expressed some kind of dissatisfaction. You can usually just survey or ask for general feedback from your happy clients.

      GEORGIADES,

      thx for your response.

      "too much". What do you mean?

      And I totally get not wanting to put a seed of doubt in there.

      It's a real issue. I agree with you!

      Honestly, and I've been doing this business for a while, don't know who is upset and who isn't. Who'll say. who won't. Every year I'm surprised on both sides of it.

      The clients who calling screaming, I know they are upset.

      However, it's all the other clients who never say a damn thing that I can't predict.

      Saving one client makes the mailing worth the cost. I just don't know who that one person is.

      Also, my thinking is that clients how are happy with me would feel good knowing that if something ever did happen, I'd have their back.

      A peace of mind kind of thing.

      What do you think?
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      The Most Bad-Ass Tax Reduction Strategist for Internet Marketers who HATE paying taxes. See my happy clients

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  • Profile picture of the author Andrew Gould
    Hi Adam,

    Just a couple of minor, picky things before bed:

    In the headline and body copy effect should be affect.

    I'm a fan of short headlines, so I'd keep the first sentence of yours as the main headline, and the rest as deck copy.

    I don't fully understand what this sentence means: "According to my faith tradition, this is the time of year we access our behavior and make things right to those we care about."

    Sixth paragraph: "would of liked" should be "would have liked".

    "I'd like to create space for you to voice any criticisms of me" - Unless that's how your clients actually talk, I'd simplify it. E.g. "make time" and "tell me" or "let me know".

    Hope that helps, sorry there's not more but I've still got stuff to do tonight before I can close my eyes...
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    Andrew Gould

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    • Profile picture of the author copyassassin
      Andrew,

      Thx for your reply.

      I'm a fan of short headlines, so I'd keep the first sentence of yours as the main headline, and the rest as deck copy.
      Great idea!

      I don't fully understand what this sentence means: "According to my faith tradition, this is the time of year we access our behavior and make things right to those we care about."
      For us Jews, this month, Elul, is a time we do a personal accounting of the past year. It's like doing a profit & loss statement for our actions.

      I've been doing a version of this with family and friends for the past 6 years now. It's a very powerful experience. Very healing.

      So, I thought how I could translate this into a business situation.

      Most business lose repeat business because the client is pissed for some reason. And usually, if you can "make things right", you can keep the client. That's the goal.

      Thx for your other grammar related comments. I will change them. I'm really bad at grammar. Ideas good. Writing ok. Grammar bad.

      thx again!
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      The Most Bad-Ass Tax Reduction Strategist for Internet Marketers who HATE paying taxes. See my happy clients

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  • Adam, I would reword this line:

    According to my faith tradition, this is the time of year we access our behavior and make things right to those we care about.


    to something like:

    "According to the tradition of my faith, every year at this time we assess our behavior and make things right to those we may have slighted or wronged--people we care about."

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    Marketing is not a battle of products. It is a battle of perceptions.
    - Jack Trout
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    • Profile picture of the author copyassassin
      Originally Posted by Joe Ditzel View Post

      Adam, I would reword this line:

      According to my faith tradition, this is the time of year we access our behavior and make things right to those we care about.


      to something like:

      "According to the tradition of my faith, every year at this time we assess our behavior and make things right to those we may have slighted or wronged--people we care about."

      thx Joe. I'll make that change.

      BTW, since we both live in the LA area, we should meet up sometime.

      PM if you're interested.
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      The Most Bad-Ass Tax Reduction Strategist for Internet Marketers who HATE paying taxes. See my happy clients

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      • Originally Posted by copyassassin View Post

        BTW, since we both live in the LA area, we should meet up sometime.
        PM if you're interested.
        Sounds good to me. Right now I'm rolling out a new product so I'm on the grind. After that, though, let's figure something out.
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        Marketing is not a battle of products. It is a battle of perceptions.
        - Jack Trout
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