Helping you define your Carriage Trade Experience
How Are You Staying in Touch With Your Clients, Prospects and COIs?
Who doesn’t want to be greeted by name? Who wouldn’t welcome congratulations on their special days and special occasions?
By reaching out to your clients in a personal and genuine way on a regular basis, you build their loyalty and trust.
When you schedule your connections for the year, you should refer to your list of A, B and C clients. The A clients may get a call once a quarter and cards on holidays and birthdays, while the C clients should know that they are in your thoughts.
There is little that beats a simple phone call. Create a schedule at the beginning of the year of times to connect with your clients. Have a short topic to discuss like checking in on their vacation plans or wishing them a happy birthday, and keep the conversation light and simple. This isn’t the time to sell. This is the time to show them that you care.
Here are some ways to stay in touch with your clients in a timely and efficient manner.
LinkedIn is one of the best tools for connecting. Inviting someone to connect with you begins the process. LinkedIn helps you maintain contact by publicizing changes to your connection's LinkedIn Profile, Connections and Groups. These changes stream across your LinkedIn Home page. You can also receive notifications in your email for your connections and groups. When you see interesting things in their lives, take time to comment. When the comments are personal and individual for each recipient, you do not have to have them pre-approved by compliance, just archived.
SendOutCards is a service that can simplify how you stay connected. You can create your own personal card based on your pictures and text. If you prefer, SendOutCards has thousands of cards to choose from and allows you to selectively or completely personalize the cards. If you like the card, sign your name and send it. If the picture is great but the language is off-target, you can change the language, sign it and send it (you can change the picture and keep the language also). If you want a completely customized card, you can add as many pictures (stock photos or shots you have taken), phrases and logos as you want.
While many people still enjoy the tactile joy of opening mail, others may prefer the convenience and immediacy of an email. Like SendOutCards, PaperlessPost is a way to send elegant and customizable messages, but in the form of e-cards. Once again, you can create your own personalized card based on your pictures and text or you can select from a huge range of designs for every occasion and numerous ways to personalize the look and message.
Don’t forget the humble letter.
Take time to develop several letter templates for a variety of common life experiences such as promotions or retirement. Then you can customize them as you need for each client as they reach their milestones.
|Here is some advice from Reid Hoffman, founder of LinkedIn, on the steps you can take to build connections with people you meet: http://tech.fortune.cnn.com/2012/01/24/reid-hoffman-linkedin-startup-you/|
When Comer Consulting creates an integrated marketing plan, we help you to:
• Understanding your Practice: what differentiates you
• Defining your Goals: what would you like to accomplish
• Identifying your Preferences: what activities both generate results and are enjoyable
• Drafting your Key Messages: what messages communicate your individuality to your market
to help successful
for their clients
The Purposeful Planning Institute has asked John to discuss Anticipating Client Life Events on May 21 at noon Eastern. To join The Purposeful Planning Institute or inquire about the discussion, send a note to: firstname.lastname@example.org
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