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Summer Client Relationship Touches for Success

Learn how to plan and execute successful client relationship touches for the summer season. Discover strategies to enhance client engagement, generate referrals, and increase revenue. Take the first step towards becoming a trusted adviser in your field.

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Summer Client Relationship Touches for Success

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  1. KEB Marketing MinutePlanning your Summer Client Relationship Touches April 27, 2017 Presented by Art Kuesel

  2. Today’s Workshop • Success Stories! • Time to Revisit Your ABS Call List • Planning to Succeed with Clients in Late Spring 2

  3. CPE Credit • If you’re not in a room with others or can’t sign-in traditionally, email Sue Nold with the word “April” and that will serve as your CPE sign-in verification for today’s meeting 3

  4. Success Stories

  5. Success Stories • If you’re not in a room with others or can’t sign-in traditionally, email Sue Nold with the word “April” and that will serve as your CPE sign-in verification for today’s meeting 3

  6. Success Stories • Jenny Z: Bank of Edwardsville, widow in Vegas, and glowing client thank you note. • Bryan H: Heart surgery, wedding gift, “I wish I would have switched you years ago,” Cardinals tickets, freebie services • John E: Radiant referral source and client thank you letter on 4/17. 3

  7. Dig out your ABS List

  8. Use your ABS Call List Daily! (Min. 1x week)

  9. Planning for your Summer Client Relationship Touches

  10. Three Simple Steps to Follow • STEP 1: Map out your clients by week • STEP 2: Do your activities • STEP 3: Repeat

  11. Summer Client Relationship Touches • STEP 1: Map out your clients by week

  12. Summer Client Relationship Touches • STEP 2: Execute on your Touches • Take client out to lunch • Send a birthday card • Invite to Cards game • Tour their facility • Bring their team food • Send article of interest • Be proactive with ideas that can help • Reference your “25 Ways” Handout

  13. How do we help our clients with their top pains? • STEP 3: Repeat • Start the process with another client!

  14. Rewards of the Process • Happy clients referring us • Goodwill • Additional opportunities • Revenue • Client retention • Getting closer to trusted adviser! • And more… 14

  15. Building your Action Plan

  16. Can you do one client relationship touch per week all summer? • Client Relationship Touches • Reference your ABS Call List • Plan out your Summer Touches • Succeed • Share successes! • REMEMBER TO CODE YOUR TIME TO CLIENT DEVELOPMENT! 16

  17. Resources • www.kueselconsulting.com/KEBminute • Slides • Tools • Subscribe to my monthly blog too!

  18. CPE Credit Reminder • If you’re not in a room with others and can’t sign-in traditionally, email Sue Nold with the word “April” and that will serve as your CPE sign-in verification for today’s meeting 18

  19. Thank you! For tools, resources, and a monthly blog subscription on marketing, sales, and growth topics go here: www.kueselconsulting.com Or contact Art: art@kueselconsulting.com 312.208.8774

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