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Keeping in Touch with Clients in Carlsbad
Keeping in Touch from Carlsbad
 
Larry Johnston invited us to participate in a contest this December, Keeping in Touch (Contest), Searching for New Ways to Stay Connected.
 
There’s still time to enter and share your thoughts, plus read some great posts with terrific ideas.
 
The neat thing about this contest is it not only provides an opportunity to think through what we already do to stay in touch with clients, but the chance to add some new strategies to the mix in 2017 or improve on the consistency of what is already being done.
 
I use a number of different strategies for staying in touch with clients and past clients.
 
CURRENT CLIENTS
 
This is relatively straightforward, but with a multi-pronged approach. I stay in touch with current clients via email, phone calls, and text messages, as well as some face to face meetings.
 
The amount of communication in each transaction is substantial, and I try to anticipate issues rather than waiting for a call or email about a problem or question. While I always ask what method of communication is preferred, certain methods are better suited to specific situations rather than others.
 
My Transaction Coordinator also helps by staying in touch regarding documentation and paper flow ... more

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