New year sales check in texts: 13 templates for January

January is when buyers plan budgets and people reply again. A short, warm message in the first two weeks of the year reaches clients and quiet prospects before their calendars fill. These 13 texts thank customers for last year, ask what they are planning, book a planning call, and reopen conversations that went quiet in the autumn. Each is short, personal and easy to answer. Use them for people who know you and gave you their number. Copy any message, or add all 13 to your keyboard and send them from iMessage, WhatsApp, LinkedIn or any other app in one tap.

Works in WhatsApp, iMessage, Instagram, Messenger and every other app.

Words in {{double braces}} are blanks. In the textcuts keyboard you fill them with one tap, and the names you used recently come back.

Thank you for last year

Thanks to a client

Essential
Happy new year, {{name}}. Thank you for a good year working together. I have enjoyed it, and I look forward to the next one.

When to send: The first days of January.

Why it works: Gratitude comes before any ask.

A highlight from the year

Looking back, {{name}}, the launch in the spring was my favorite moment of the year. Thank you for trusting us with it.

When to send: First week of January.

Why it works: A real memory feels personal.

Wishing well

Wishing you and your team a calm start to the year, {{name}}. No business in this message, only good wishes.

When to send: Early January.

Why it works: A message that asks for nothing.

Planning the year

What is on your list

Essential
What are your main goals this year, {{name}}? I would like to plan how I can best support them.

When to send: Mid January.

Why it works: One open question about their plans.

Booking a planning call

EssentialPro
Would you have twenty minutes in the next two weeks, {{name}}, to plan the year together? I can do {{day}} at {{time}}.

When to send: First half of January.

Why it works: A specific offer is easy to accept.

Budget season

I know budgets are being set around now, {{name}}. If it helps, I can prepare a simple outline of options for you.

When to send: January.

Why it works: It helps with their work, not yours.

Share a review of last year

I put together a one page summary of what we did together last year, {{name}}. Shall I send it over?

When to send: January.

Why it works: A summary makes the value visible.

Prospects and quiet contacts

Reopening an autumn talk

EssentialPro
Hello {{name}}, we spoke in the autumn about {{product}}. Is it back on your list for this year?

When to send: Second week of January.

Why it works: It reopens a talk with a clear reason.

A new offer

Hi {{name}}, we begin the year with a new option that fits what you described. Would you like to see it?

When to send: When you truly have news.

Why it works: A reason to reply that is not a reminder.

Easy yes or no

Essential
Quick question, {{name}}: is this the year you look at this? A yes or no is perfect.

When to send: If nobody replied.

Why it works: It makes answering easy.

Closing last year's file

{{name}}, I am tidying my list for the new year. Shall I keep you on it, or take you off? Both are fine.

When to send: Late January.

Why it works: It asks for permission and gives a clean way out.

Staying in touch

A useful link

EssentialPro
Found this and thought of you, {{name}}: {{link}}. No reply needed.

When to send: Any time in January.

Why it works: Value without a request.

Referral wish

If you meet someone this year who could use our help, {{name}}, I would be glad to talk with them. Thanks for thinking of me.

When to send: After a warm reply.

Why it works: A light ask after thanks.

When to send each message

WhenMessageNote
First days of JanuaryThanks to a clientThanks come first.
First half of JanuaryBooking a planning callOffer a specific time.
Second weekReopening an autumn talkReopen autumn talks.
If nobody repliedEasy yes or noAsk for yes or no.
Late JanuaryClosing last year's fileTidy the list politely.

Do not say

  • Texting a number that never agreed to hear from you: bought lists, scraped numbers, a business card you were handed once.

    Instead: Text only people who gave you their number for this purpose, type each message yourself, and honor a stop request right away.

    Source

  • Mass new year messages to your whole address book.

    Instead: Write to people you know, one by one, and mention a real detail.

  • A thank you that turns into a pitch in the next line.

    Instead: Keep the thanks separate from any request.

  • Promising a result for the year.

    Instead: Talk about what you will do, not what they will get.

Works in WhatsApp, iMessage, Instagram, Messenger and every other app.

Frequently asked questions

When is the best time to send new year check ins?

The first two weeks of January, before calendars fill. Thank you messages go out first, planning messages after.

Can I send these to prospects as well as clients?

Yes, to anyone who gave you their number and knows you. Do not text cold numbers.

Can I send these in WhatsApp, iMessage or LinkedIn?

Yes. textcuts is a keyboard, so the messages work in WhatsApp, iMessage, LinkedIn and SMS and every other app where you type.

Do these work on the free plan?

Yes. 10 of the 13 use a single blank, which fills in on the free plan. The other 3 use two blanks and need Pro to fill both from the keyboard. Free holds 8 textcuts and 1 folder, so start with the six essentials.