This content first appeared in Matik Monthly, Issue #33 for December 2025. Stay up-to-date with our latest guides, templates, how-tos, and more by subscribing here or viewing past Matik Monthly issues. Great for Ops, CS, Sales, and Finance teams who want practical resources they can put to work right away.

Matik Monthly Dec 2025: Year in Review Emails, Done Right

It’s officially Spotify Wrapped season, which means that every B2B company is wondering what they can send to their customers. While most dream of virality, a good year-in-review email doesn’t need to be shared on LinkedIn for it to be extremely valuable. Reminding customers of the value your product is providing and how much they need it can make those renewal convos in 2026 a lot easier. Here are resources that will help you build an effective end-of-year email and get it out by the 1st of Jan.

Why End of Year Emails Are a Critical Customer Touchpoint

End of year emails give teams a rare opportunity to pause and reflect on outcomes. They help customers clearly see progress, results, and momentum in one place. When done well, these emails set the stage for smoother renewal conversations in 2026 by grounding discussions in delivered value rather than future promises.

End of Year Email Creator for Fast, Branded Execution

The End of Year Email Creator is a free, AI powered tool designed to help teams move quickly at year end. It generates a fully branded email and suggests metrics to highlight based on your website and positioning.

How the End of Year Email Creator Helps

This tool is ideal for teams that want speed without sacrificing quality.

• Automatically generates a branded email draft
  
• Recommends metrics that align with your product story
  
• Requires minimal setup and manual effort

Use this tool to create a polished end of year email without starting from a blank page.
End of Year Email Creator →

Creating End of Year Emails as a Critical Customer Touchpoint

The webinar Critical Customer Touchpoint: Creating End of Year Emails provides a tactical, step by step walkthrough for planning and sending end of year emails.

What You Will Learn in the Webinar

This session focuses on practical execution.

1. How to structure an effective year in review email
2. What metrics customers care about most
3. How to ensure your email is sent on time

Watch the webinar to confidently execute your end of year campaign.

Watch the Webinar →

Playbook for Creating and Sending End of Year Emails

The Playbook: Creating End of Year Emails walks through the entire process, from ideation to final send. It provides a repeatable framework teams can use year after year.

Why This Playbook Is Useful

This resource helps teams stay organized during a busy time of year.

• Covers strategy, content planning, and execution
  
• Helps align teams on messaging and timing
  
• Reduces last minute scrambling

Use the playbook to standardize your end of year email workflow.
Download the Playbook →

What Is Matik and How It Automates End of Year Emails

Matik automates emails, presentations, documents, and reports directly from your data, powered by AI you can trust. Teams can use Matik to automate end of year emails with minimal setup, pulling in relevant metrics and insights automatically.

Learn more about how Matik supports scalable, data driven customer communication.
Learn More →

From Around the Web: Inspiration for Year in Review Emails

These external resources provide inspiration and best practices for end of year and year in review emails.

SaaS Year in Review Email Examples from Encharge

This collection highlights real SaaS year in review emails and common design patterns. It is useful for teams looking for layout and messaging inspiration.

Read the Article →

SaaS Year in Review Email Examples from Userlist

Userlist shares curated examples that emphasize clarity and customer value. These examples help teams understand tone and structure.

Read the Article →

World’s Favorite EBR

This resource showcases how executive business reviews reinforce value. It offers ideas that can be adapted into end of year email formats.

Check out the post →

Why Spotify Wrapped Works

This article explains why Spotify Wrapped resonates so strongly with users. It offers lessons B2B teams can apply without chasing virality.

Read the Article →

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