15 end-of-the-year message templates to reconnect with your clients

As we approach the end of the year, it’s a great time to send your customers a thoughtful year-end message on WhatsApp that reminds them you care about them beyond transactions.

A well-timed end-of-the-year message can be a simple way to reconnect with your clients on WhatsApp. It feels personal, low-pressure, and perfectly suited for year-end check-ins, if you do it right.

To help you get started, we created 15 year-end WhatsApp message templates tailored for different industries. 

But before we jump in, let’s take a look at a few important things you should keep in mind while crafting an effective year-end message.

Things to consider while composing a year-end message

If you’ve decided to send a year-end message, make sure it’s meaningful.

Remember, you’re not trying to push a product or campaign, but you do want your clients to open the message and feel good about it. While it may not lead to immediate business, it helps keep you top of mind when your clients are ready to explore further in the new year.

Here are a few points to take into consideration for a great end-of-the-year follow-up message. 

Customer relationship

A year-end message works best when you send it to people who know you. WhatsApp is personal, and your recipients take the message differently based on your history with them. 

Before composing the message, ask yourself if the recipient would recognise you and the context immediately. If the answer is yes, you’re good to go. If you think they’ll need to think hard about who you are, the message may come across as intrusive.

Year-end messages are best sent to past customers, warm leads and inquiries, and existing active conversations. 

If you’re handling very cold contacts, keep it short, friendly, and expectation-free, without referencing personal details you don’t truly know.

Avoid messaging people you’ve never interacted with since this can feel spammy, especially on WhatsApp, harming trust more than it helps. 

Timing 

Timing matters more than people assume. Sending your message too early may feel irrelevant, while too late may feel like a leftover broadcast. Therefore, plan for a well-timed message that doesn’t feel like noise.

The best window to send year-end WhatsApp messages is before December 25th. Avoid Late-night sends and festive dates. Keep in mind that if your message is delivered when people are busy celebrating or overwhelmed with notifications, it’s less likely to be read with warmth, even if it’s written well.

Personalisation level

Simple personalised touches can make your message feel like it was meant for the recipient, not a list. And that difference matters, especially on WhatsApp because people treat it as a personal space.

• Use the customer’s name
  Starting with “Hi Maria” instantly softens the message and increases its chance of being read.
• Refer to past interactions (when appropriate)
  A quick, natural reference can make your message feel grounded and sincere:
  • “Hope your app launch went well this year…”
  • “It was lovely working with you on the renovation…”

A slightly imperfect, warm message often performs better than something overly polished and robotic. People respond to messages that feel like they came from a real person—not a template.

Lastly, avoid over-personalising using placeholders you might forget to edit, like the classic “Hi {FirstName}”).

Message length

On WhatsApp, shorter messages almost always come on top. People read short messages quickly, often while multitasking. On the contrary, they mostly postpone reading long messages and then ultimately forget.

Less than four lines is usually the sweet spot. It contains enough space to sound warm and complete, but feels short enough to feel effortless to read.

We’ve talked a lot about the 10-second rule in messaging – if the client can read and respond to your message within 10 seconds, they’re much more likely to do it.

Keep your message punchy and clear with one idea per sentence and avoiding big paragraphs

Intent clarity (Gratitude first, value second)

Your intent shapes your tone, and customers can sense when a nice message is secretly a pitch.

Before composing the message, ask yourself what the message is trying to achieve. Is the intent of your message pure gratitude, conversation starter, or soft reactivation. When your intent is unclear, messages often become messy, leading to customers feeling the hidden objective.

The best formula is to start with gratitude and add value if it fits naturally. You’d want to keep the tone generous, and not transactional.

No hard CTA

Again, your year-end messages aren’t supposed to be sales blasts. It’s a soft outreach to strengthen a relationship, not to sell something or convert someone. Hard calls-to-action can make the message feel like a hidden marketing trick in festive packaging.

Avoid urgent or salesy CTAs like “Book now”, “Limited offer”, “Last chance,” etc. Even if you have a promotion, a year-end message is usually not the place to push it, unless the person is already actively searching.

Instead, you can use softer messages like Use softer lines like “If you need anything, just reply here” or “Feel free to reach out anytime.”

Suggested read: 12 Christmas WhatsApp messages to boost customer retention

15 year end WhatsApp message templates for your customers

1. Real estate agents & brokers

In real estate, most clients don’t buy or sell every year, but they remember the agent who stayed in touch without pressure. A good real estate year-end message maintains a warm, professional presence so that when a referral opportunity arises, your name comes to mind naturally.

You’ll be sending these messages mostly to past clients and warm leads you’ve already interacted with. Keep it friendly and expectation-free.

Message template:

2. Insurance agents/advisors (health, life, vehicle)

Insurance policies are typically renewed annually, making the year end a natural moment for a gentle check-in. However, your goal isn’t pushing renewals or policy upgrades. You just want to remind clients that you’re available and acting in their best interest. Position yourself as a long-term advisor rather than a transactional salesperson.

Message template:

3. Financial advisors and tax consultants

When it comes to finances, year-end is a reflective period for most people. Your clients are naturally thinking about how the year went and what they want to improve in the coming year.

At this moment, a personal year-end message from a financial advisor or tax consultant can feel high value, even when it doesn’t include any advice.

Message template:

Hi {{Name}}, 

4. Marketing agencies and freelancers

Some marketing clients can go quiet after a task is complete, especially if you’re involved in task-based collaborations. It’s not because they didn’t like your work, but because they’re busy or unsure about next steps. A year-end message is a professional and natural way to reopen the relationship without pitching services.

With the message you’ll want to acknowledge the collaboration, express appreciation, and subtly leave the door open for future collaborations.

Message template:

5. Coaches & consultants (business, life, career)

Coaching and consulting businesses are relationship-driven. A year-end gratitude message strengthens connection, even if the client isn’t currently active.

Rather than offering advice or setting goals, you’ll want to send a message that focuses on appreciation and encouragement. By doing this, you’re allowing the client to initiate any next steps.

Message template:

6. Local service businesses (HVAC, plumbers, electricians, cleaners)

Customers may not always need you often, but when they do, recall matters more than frequency. A simple year-end message helps ensure your business stays top of mind without feeling salesy.

WhatsApp messages work particularly well here because they feel personal and local. Keep the message short, friendly, and reassuring.

Message template:

7. Wedding planners and event vendors

Most wedding and event clients are not repeat customers but they can be a great source for referrals. A nicely written year-end message can tap into positive memories and lead to referrals later. A year-end message here should feel heartfelt and appreciative, without directly asking for anything in return.

Message template:

8. Healthcare clinics and wellness practitioners

If a year-end message should feel caring rather than commercial in any industry, it’s definitely healthcare. A warm holiday wish with a gentle check-in aligns naturally with your role and helps patients feel remembered, not marketed to.

Avoid mentioning appointments or promotions. Focus instead on well-being and availability.

Message template:

9. Education and training providers

During this period of time, people reflect on progress and think about learning goals for the future. A supportive year-end message can help establish your role as a long-term partner in their growth. But keep in mind, the tone of your message should be encouraging rather than sales-focused.

Message template:

10. Travel agents and tour operators

The year-end is when people recall their trips and dream about future ones. This makes it an ideal moment for a warm, aspirational message that doesn’t push packages or deals. Allow the message to evoke possibility and leave the next move up to the client.

Message template:

11. SaaS for SMBs and solopreneurs

Year-end messages can be a powerful way to reduce churn and reinforce partnership for SaaS businesses. A sincere thank-you reminds users that there are real people behind the product.

Just avoid feature updates, announcements, or any marketing messaging. Keep the focus on appreciation and support. But you may mention support availability during the holiday times. 

Message template:

12. Fitness (Gym owners, yoga studios and fitness trainers)

Fitness motivation often peaks around year-end and a year-end message that focuses on encouragement can feel supportive and human. This sets a positive tone for the new year without sounding pushy.

Message template:

13. Interior designers and home service professionals

Referrals matter a lot when it comes to long cycle decisions like interior design and home projects. A year-end message keeps the relationship warm so when inspiration strikes, your name is remembered.

Message template:

14. Legal advisors and notaries

Trust and recall are essential in the legal industry. A year-end goodwill message can feel respectful and professional, without crossing into promotion. Your year-end  message should be about presence, not persuasion.

Message template:

15. Car dealership

Long-term trust and recall are essential in automotive relationships. That’s why it’s important to stay in touch with clients through casual, non-sales messages throughout the year. A year-end message is a great way to remind customers that your dealership is there not just to sell cars, but to support them throughout ownership.

Make the message short, sincere, and service-oriented. Focus on continued support rather than future purchases.

Message template:

Send year-end WhatsApp messages to your clients but the list is long? You can’t afford to spend a lot of time and effort manually typing and sending each message. Use Privyr to automate your messages whether they are promotions, casual check-in, or sales follow-ups. 

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