Seasonal letters
EOFY client letter examples
An end of financial year letter is better than a Christmas card for most Australian B2B relationships, for the straightforward reason that it arrives when nothing else does. June is the month your clients are thinking hardest about their business and the month your competitors are not writing to them.
Written by Autopen Australia · Updated
Standard end of year thanks
[FIRST NAME],
Another financial year done. Thank you for [NUMBER] of them now with [BUSINESS NAME].
Nothing needed from you on this. If there is anything you want invoiced before 30 June, let [CONTACT NAME] know by the [DEADLINE] and we will make sure it lands in this year.
Here is to a good [NEW FY].
[NAME]
Where something is changing on 1 July
[FIRST NAME],
Thank you for the year. One thing to flag before the new one starts: [CHANGE], effective 1 July.
It will not require anything from you, and the detail is on the enclosed page. Any questions, my direct line is [NUMBER].
[NAME]
From a professional firm to a long-standing client
[FIRST NAME],
That is [NUMBER] financial years we have worked on together, which is longer than most of the businesses we started with have lasted.
Thank you. [NEW FY] will be the easiest one yet if the last few are anything to go by.
[NAME]
To a client who is not continuing next year
Worth writing, and almost never written. A client who leaves on good terms is a referral source and sometimes comes back.
[FIRST NAME],
I gather [BUSINESS NAME] is going in a different direction from [NEW FY]. Fair enough, and thank you for the [NUMBER] years.
Everything you need from us will be handed over properly rather than grudgingly. If it ever makes sense to talk again, you know where we are.
[NAME]
Getting it right
- What to mention. Thanks for the year in business terms rather than festive ones. Anything they need from you before 30 June. What is changing in the new financial year, if something is.
- What to leave out. Treating it as a Christmas card with the date changed. Tax advice of any kind, unless that is your profession and you are licensed to give it.
- How long. 60 to 110 words. This is a letter rather than a card.
- How personal. Businesslike and appreciative. EOFY is a working letter and reads oddly if it is sentimental.
Personalising more than a handful
The fields that earn their place here: [FIRST NAME], [BUSINESS NAME], [NUMBER], [CONTACT NAME], [NEW FY].
Write the financial year the way Australians do: 2026-27, not "FY27" unless that is genuinely house language for both of you. And check the client is on a June year-end before referencing 30 June, because a sizeable minority of Australian subsidiaries are not.
Before any run, read the piece with the longest value in your data, the shortest, and the empty one. If all three read as English the merge is sound. Personalising direct mail at scale covers the rest.
Sending these at volume
EOFY lands in the busiest fortnight of the professional services year, which is why the letter almost everybody agrees is a good idea almost never goes out.
Autopen Australia writes each piece individually with a real ballpoint, personalises every piece from your list, written into the sentence rather than dropped into a gap, hand-addresses the envelopes, prints your supplied letter or artwork before it is written on and inserts, collates and seals.
Want this one actually posted this June? Book a June run
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