How to Keep Clients and Keep Them Happy - I have come up with 5 ways to keep that client and to keep them happy. Be Personal – You don’t have to be your client’s best friend to be personal. It can be as simple as knowing their birthdays and anniversaries (personal and business). When these special dates come up, send them a personalized card and a small gift. Don’t forget to have your business information printed on the back of the card.