3 Ways to Get Social with Your Clients This Season

When you work by referral, it’s vital to maintain consistent communication with your clients. Although you can connect with them on social media, over the phone or email or by sending a personal note, it’s also beneficial to get face-to-face with them as well. When you meet up with them to break bread or deliver a small gift of appreciation, you help build your relationship with them. Here’s how:

1. Deliver a Pop-By. These are small, inexpensive gifts that show your clients you care and you appreciate their business and referrals. A few thoughtful Pop-By ideas include sunscreen, bug spray, cold drinks, gardening tools, barbecue sauce, beach stuff, an interesting potted plant…the list goes on! It doesn’t matter what the item; it just has to come from the heart. Use the Referral Maker Mobile app to help you plan your Pop-By route. If you’re delivering a perishable item, such as a favorite snack or a cold drink, be sure to call ahead of time to make sure your clients will be home.

2. Schedule a lunch or coffee meeting to get one-on-one time with your favorite clients. Call them a week or two in advance to invite them to local eatery or coffee shop. When you’re catching up with them, be sure to listen for a need you can fill.

3. Host a client party to touch base with multiple clients at a time. Host a barbecue at your home or a nearby beach or park and supply the food or encourage your guests to bring a favorite dish to share. Just be sure to call your city’s park’s department to reserve space or attain any permits ahead of time. Or, reserve part of a restaurant or conference hall with a patio or outdoor seating and have the meal catered instead. Whatever you choose, be sure to start planning your party now since people’s schedules fill up quickly. Send out your invites soon before you clients’ calendars are booked for the season.
Remember to update your clients’ information in Referral Maker CRM after you’ve met with them. Also, follow up any meeting with a personal note reiterating how much you enjoyed meeting with them and remind them you’re never too busy for their referrals.


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