Your Client Marketing Calendar Cheat Sheet

As I’ve talked about all week, your current clients are your most valuable asset. They’re the easiest to sell to, the most likely to refer, and—if you nurture them properly—they’ll stick around for years.

But staying in front of them consistently doesn’t just happen. You need a plan.

So here’s a simple Client Marketing Calendar framework to keep you top of mind and maximize your revenue:

Q1: Kickstart & Engagement

  • January: New Year’s check-in email—remind them of their goals and how you can help.
  • February: Client appreciation outreach—send a handwritten note or small gift.
  • March: Educational webinar or workshop exclusive to clients.

Q2: Deepening the Relationship

  • April: Spring check-in—offer a free strategy session or review.
  • May: Client spotlight—feature a case study or success story.
  • June: Personal outreach—schedule one-on-one calls or lunches with key clients.

Q3: Expansion & Growth

  • July: Mid-year review—send a special offer or incentive for additional services.
  • August: Referral campaign—run a “VIP” referral contest.
  • September: Back-to-business event—invite clients to a networking mixer or exclusive training.

Q4: Retention & Gratitude

  • October: Holiday prep—offer a special package or service to help them finish the year strong.
  • November: Thanksgiving appreciation—send a thank-you message or gift.
  • December: Annual review & planning session—set up next year’s engagement.

This isn’t about doing everything—it’s about having something in place so your clients hear from you regularly in a meaningful way.

Pick a few that make sense for your business and put them on the calendar.

Because when you consistently show up for your clients, they’ll keep showing up for you.

Kick butt, make mucho DEEnero!

Dave “Always On the Calendar” Dee


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