Go above and beyond this Valentine’s Day by offering clients an unexpected message designed to make them smile.
Valentine’s Day is a wonderful opportunity for you to show clients how much you value your relationships. For CPAs and other B2B professionals, a little creativity can go a long way toward making clients feel special.
The Templates
Below are four ready-to-use email templates that add a sweet twist to your usual communications. Whether you’re rewarding referrals, sharing testimonials, offering an unexpected “gift,” or rallying donations, these templates add festive flair while showcasing the supportive partnership you bring to your clients.
Subject: We’re better together.
Preview: Happy Valentine’s Day
Email / Video Script: We love that you are part of our business family and just wanted to send along a Valentine’s Day gift to you.
In honor of this lovefest, we’re offering you 10% off your next service if you refer a new client to us. If interested, complete this form [link] and use Promo Code Love.
Happy Valentine’s Day from all of us at [Company Name].
Why It Works: This email is a thoughtful way to convey appreciation and gently remind clients of your referral program. It gives clients a reason to celebrate the day with a nice perk, and it positions your firm as both caring and rewarding.
Subject: Still Searching for the Perfect Partner?
Preview: Hear What Our Clients Love About Working With Us
Email / Video Script: We know how hard it is to find the right, long-term business partner. That’s why this Valentine’s Day we wanted to share some of what our customers had to say about working with us.
[Insert 1-3 testimonials.]
If you’re searching for a long-term business partner that does more than just your bookkeeping, give us a call.
Happy Valentine’s Day from all of us at [Company Name].
Why It Works: With this template, you’re acknowledging how challenging it can be to find a reliable, long-term partner in the business world. You’re also letting prospects and clients see actual feedback from your happiest customers.
Subject: Looking For An Unusual Valentine’s Day Gift?
Preview: Estate Planning With Your Loved One
Email / Video Script: Estate planning may not be as romantic as flowers or dinner, but it’s a sure way to show someone how much you love them.
Don’t leave the ones you love without a plan. Give us a call for wills, trusts, estate planning, and more.
Happy Valentine’s Day from all of us at [Company Name].
Why It Works: This template transforms an often-overlooked service into something that feels special and surprisingly relevant for the holiday. While estate planning may not seem romantic on the surface, it is a meaningful expression of care.
Subject: Sharing the Love This Valentine’s Day
Preview: Help Us Make A Difference In Our Community
Email / Video Script: This Valentine’s Day our team would like to ask you to join us as we celebrate our community by making a donation to [insert charity name]. We are offering a donation match for every donation we receive up to [insert dollar amount].
We, along with some very special guests, will present this gift on Valentine’s Day.
Please help us show some love for our community by posting a tax-deductible donation here [link].
Thank you and Happy Valentine’s Day from all of us at [Company Name].
Why It Works: Connecting your brand to a charitable cause shows your firm’s kindness and community spirit. It reveals that you care not only about your clients but also about the bigger picture.
Spread Joy
With these four email templates, you can show appreciation, highlight meaningful feedback, offer practical gifts, and bring attention to worthwhile causes—all while celebrating the holiday. Each template has a distinct style, ensuring there’s an option to suit your audience and goals.
Whether you’re focusing on loyalty, showing off client testimonials, reminding clients about essential planning tasks, or giving back to your community, these emails help reinforce the connection you share with your recipients.
Get ready to send out some heartfelt Valentine’s Day emails and remind your clients just how important they are to your business. Your thoughtful messages might just spark new referrals, strengthen relationships, and help spread a little extra warmth this holiday.
Need Help with Email?
Reach out to us. We help firms across the country to develop engaging email campaigns and workflows to spark interest and increase engagement with clients.