The Last Week of the Year: Must-Do Tasks for Account Managers

The final week of the year is a pivotal time for account managers. It’s your chance to wrap up loose ends, strengthen client relationships, and prepare for success in the coming year. While things may slow down for some, proactive account managers know this is the perfect moment to make an impact.

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As we celebrate Christmas and the holidays, here are five essential tasks to help you close out the year on a high note while setting the stage for 2025.

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1. Send Thoughtful Holiday Greetings

A well-timed holiday message is more than just a formality—it’s a meaningful way to connect with your clients and remind them that they matter.

• What to Do:
  • Personalize your message by referencing specific milestones you’ve achieved together this year.
  • Choose the format that resonates most with your client—a handwritten card, a warm email, or a quick video message.

• Example Message:
  “Happy Christmas and best wishes for the holidays! This year, we achieved [specific milestone], and it’s been a privilege supporting your success. Looking forward to what we’ll accomplish together in 2025!”
• Pro Tip: If appropriate, include a small gesture of appreciation like a virtual gift card or a donation in their name to a charitable cause.

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2. Reflect on Year-End Results and Wins

Before diving into the new year, take time to analyze what you and your clients have achieved. A clear review helps you highlight value and identify opportunities for growth.

• What to Do:
  • Create a brief “Year in Review” summary for key accounts, showcasing their progress toward goals.
  • Include metrics like increased revenue, reduced churn, or improved customer satisfaction.
• Pro Tip: Frame this review as a foundation for future discussions. For example: “In 2024, we increased your retention rate by 15%. Let’s talk about building on that momentum in 2025.”

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3. Solidify Account Plans for 2025

The last week of the year is the perfect time to finalize next year’s account strategies. Collaborating on these plans shows your clients that you’re already thinking about their success.

• What to Include:
  • Specific goals for the first quarter of 2025 and beyond.
  • Growth opportunities, such as upsells, cross-sells, or expansion strategies.
  • A roadmap for upcoming projects or initiatives.
• Pro Tip: Share a draft of the plan with your clients and invite feedback. This reinforces their involvement and trust in your partnership.

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4. Confirm Your Holiday Availability

Don’t leave clients guessing about when and how they can reach you during the holiday period. Clear communication ensures they feel supported, even if your availability is limited.

• What to Do:
  • Email your clients with your holiday schedule and an emergency contact if needed.
  • Set up an out-of-office reply that includes holiday greetings and alternative contact details.
• Example Out-of-Office Reply:
  “Happy Holidays! I’ll be away from December 25th to January 2nd. For urgent matters, please contact [alternate contact] at [email address/phone number]. Wishing you a wonderful holiday season!”

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5. Host Informal Year-End Check-Ins

The quieter pace of the holidays is an ideal time to connect with clients informally. These conversations aren’t about deliverables—they’re about understanding their evolving needs and setting the tone for the partnership in 2025.

• What to Do:
  • Schedule brief calls or virtual coffee chats with key stakeholders.
  • Ask reflective questions like:
    • “What worked well in our partnership this year?”
    • “What’s one thing we can improve together next year?”
    • “What’s your top priority for 2025?”
• Pro Tip: Use these insights to refine your approach and strengthen the relationship moving forward.

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The last week of the year is more than a time for wrapping up—it’s an opportunity to reinforce your value, celebrate success, and prepare for the year ahead. By sending thoughtful greetings, reflecting on results, and proactively planning for 2025, you’ll show your clients that you’re not just an account manager—you’re a strategic partner.

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Happy Christmas and Happy Holidays to you and your clients. Let’s make 2025 a year of growth, trust, and success!

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Want to dive deeper into retention strategies that keep clients loyal year-round? Check out our blog Active Retention: The Key to Driving Long-Term Client Success for actionable insights to fuel your 2025 plans: https://www.amplifyam.com/blog/active-retention-the-key-to-driving-long-term-client-success