What to DO to GIVE Referrals: Element: Accountability | Topic: Documentation

Referral Trigger for the week of July 3
Topic: Element: Accountability | Topic: Documentation

How do you prefer to interact with clients?

  • Can you meet them once, in the beginning,
    and communicate by email after that?
  • Do you work best by phone?
  • Are you a master of video conference tools?
  • How does your personal preference bring value to your clients?

Give an example.




4 Responses to What to DO to GIVE Referrals: Element: Accountability | Topic: Documentation
  1. Tommy Schlosser
    June 30, 2017 | 9:32 am

    While I prefer email most of my clients are at the opposite ends of the communication spectrum; my older clients want face-to-face and my younger clients want to text! For me the silver lining and how I distinguish myself is that I promote and set preferences for the way each client wants to communicate.

    When April texts me while I’m meeting in person with George the text gets routed with Google Hangouts to my office so one of my employees can respond within seconds without April knowing it’s not me!

    Tommy Schlosser
    770-855-3113 TXT Friendly

  2. Anna Parker-Hemming
    June 30, 2017 | 10:39 am

    Initial contact with my clients is dictated by them, I provide a variety of communication options. Clients can call, text, direct email, use the contact us option on my website or send me a private message through my Companies social media accounts.

    I have found that making communication convenient and adaptable for my clients makes them very happy customers and more likely to refer me to someone they know.

    Anna Parker-Hemming
    Enhance Power Washing, Inc.

  3. Mary Schneider
    July 5, 2017 | 3:27 pm

    I interact with clients in the manner that best suits their preference.

    For example, I am working with a client for career coaching. In the beginning, we started with email and phone. Last Saturday, we met in person to do interview skills practice. On the 4th of July, we traded emails and set up time for a call this morning at 9:30. She is preparing for a phone interview at 11 today. I am very excited for her.

    I am comfortable in all methods of communication including video conference tools that I’ve used to teach classes like Emotional Intelligence at Work, How to Manage Your Brand to get Promoted, and How to Say “No” at Work. I’ve delivered classes globally too, and I adjust my energy, style, and tools to meet the needs of the attendees.

    My personal preference brings value to the client in that I am able to meet them where they’d like to work … email, phone, in-person, text, etc.

  4. Tyler Verlander-Peabody
    July 7, 2017 | 3:47 pm

    I typically interact with my clients/potentials via the method they originally contacted me from. Whether that is Phone, Email, FB Message, or FB PAGE message. However, I always require that clients email me their pick up and drop off dates for dog boarding and/or training so that there is no confusion AND there is a paper trail for both of us.

    What sets me apart from others in my industry is I am not a brick and mortar. All my clients have my cell phone and are free to text or call me any time. Even though I post several videos/pictures of the dogs on FB, I will text the clients pictures and videos of their dogs during their boarding stay. They appreciate how accessible I am.

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