In Writing

Referral Trigger for the week of June 3
What to DO to GIVE Referrals
Grow: Nurture | In Writing
Conversation lead by the Canton Business Leaders Team (100% responses achieved)

  and Endorsement letters nurture a referral relationship when they’re in writing.


Give an example of something in your business that you put in writing, because you know your clients get more value when they can see, re-read, and share the information with others.



21 Responses to In Writing
  1. Lindsay Prose
    May 31, 2019 | 7:58 am

    We always put our quotes in writing and detail what we discussed with the prospect and our process for removal of their tree. It’s important they understand our method (climbing, roping, or felling) because the method directly affects the price to remove the tree, in conjunction with the location and access of it in the yard. Explaining those details and what impact they can expect on their property allows us to all work with one in an easy manner to reach the goal they would like to achieve.

  2. Jessica Carter
    May 31, 2019 | 8:11 am

    I like to put a 30, 60 or 90 day wellness plan in writing for my clients. It makes it easy for them to take a quick glance and know which essential oils and supplements they should be using. I check in with them to see how much better they feel at the end of each month and see if we need to tweak their plan.

  3. Joseph Chvatal
    May 31, 2019 | 9:13 am

    I developed a piece that I used to give to all my clients and to referrals “THE 6 THINGS YOU NEED TO KNOW BEFORE YOU BUY YOUR HEALTH INSURANCE”, now with ACA/Obamacare things have changed. The piece was designed to open ones mind up to the things that needed to be considered when making that important decision. It is what I do, educate and that piece gave me that opportunity and it was passed on often as an intro and lead in to the conversations that were needed. JC

  4. Charlie Frederic
    May 31, 2019 | 9:22 am

    I have my warranty in writing, Its a 24 month 24K nation wide warranty that comes with every repair, it gives a solid peace of mind to the owner who may be out of state on a vacation or the other side of town that if something goes wrong with any repair that they can still have it repaired under the warranty that is at our shop.

  5. Judy Bagwell
    May 31, 2019 | 9:24 am

    When I meet with a prospect and present our products, I leave them with their quote broken down for all the services they are interested in. If they decide to use our services the same day as our appointment then we have a few forms for them to sign. Everything is in writing!

  6. Linda Lullie
    May 31, 2019 | 9:34 am

    Our “project plans” are written 4-6 page documents which outline the scope of work for clients. These start with our short company bio and benefits for the specific client, a list of references, a description of the project(s) desired outcome(s), a detailed scope with cost, recommended add-ons to the project, a 10-step completion formula, payment terms, turnaround time, and our standard agreement. These are as detailed as we can be without a paid consultation and therefore give the client a keen sense of what to expect and what other company’s “quotes” should aspire to.

  7. Katherine France
    May 31, 2019 | 11:00 am

    As a mortgage lender, once the client makes an application and has a contract on a property or refinance, we are required to send a Loan Estimate (LE) which details the terms, payments, and estimate of cost for the transaction. The issue is we can only send these out when the loan is “real.” Our office takes time to explain in detail the projected costs and give the prospect a borrower summary that has the information we discussed during the application. Sometimes we have one scenario, sometimes we have five. Additionally, if the credit isn’t high enough for an approval, we provide a written plan with a timeline to help the borrower understand the right way to build good credit. “A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.”

  8. Diana Crawford
    May 31, 2019 | 11:33 am

    I have a brochure I developed and give to all new business owners. Many clients that have never owned their own business before are not sure about what can and can’t be paid by a business and what they must and can’t do. I want to give as much information up front as possible so there is less to untangle later. Always best to do things right the first time!

    Diana Crawford, CPA
    Crawford Merritt & Company

  9. Tim Miller
    May 31, 2019 | 12:59 pm

    When I meet with a client for an annual review of Policy Coverage I have separate Auto and Home coverage sheets that show current coverage’s as well as recommended coverage’s. It has a list of possible endorsements using a “Yes/No” check boxes as Declaration pages only show coverage’s clients have. I find that clients have a much better understanding of coverage’s both accepted and declined when its all in front of them.

  10. John Hulbert
    May 31, 2019 | 3:38 pm

    For longer, more complicated LAND vacations, like when the client will be traveling across Europe, for example, I make a copy of the proposal in a Word document and use it the next time someone wants to go on a similar trip. For CRUISES, I send the Cruise Sheet proposal to the client so they can forward it to their family & friends to see if they would like to join them.

  11. Nick Ovens
    May 31, 2019 | 4:50 pm

    From the moment I provide a prospect/client my card. All items that transfer are of great importance. Our estimates are long and detailed. They go through everything. It is essentially a playbook for what is going to happen during the construction process. Our Certificate of Insurance provides the client whether they are commercial or residential with the reassurance that if there is a mistake we are all covered. Our License provides the client with the information that the state endorses our work. Finally, our workmanship warranties and product guarantees just in case. Ultimately we are working hard to make sure the client is comfortable in using our services and us. Nick Ovens

  12. Chris Quay
    May 31, 2019 | 5:44 pm

    A service agreement is used when clients sign up for routine pest control. The big difference from other companies is they’re not locked in for an initial time period. Essentially making the service a pay as you go arrangement. The responsibility is on Fewer Bugs to deliver the same effective consistent service.

  13. Cindy DeMaio
    June 1, 2019 | 7:50 am

    Blogging and social media are important avenues for sharing written information in the interior design field. I am able to share basic home decor tips and DIY tutorials that my clients are able to access time and again. Today’s technology makes it easy for them to share this information with others…this is valuable for my clients and helps my business grow.

  14. Jessica Fleetwood
    June 1, 2019 | 11:32 am

    I always give my clients a copy of the work order which lists all equipment we will install in the home or business, the total of the install and the deposit paid, as well as a copy of the monitoring agreement listing the terms and monthly amount for monitoring. Once the install is complete I give the customer a Certificate of Installation which they can give to their insurance company for a discount on their homeowners insurance.

  15. Angie Hays
    June 1, 2019 | 3:14 pm

    I think it’s important for my sellers to understand the Purchase Contract so that when a Buyer sends them an offer, they’re already familiar with what it looks like. I explain to them each section and what is the norm based on the price point of their home. Getting an offer on your home is an exciting and emotional time, and it’s easy to overlook the fine details of the offer in all the excitement. If the seller is already somewhat familiar with the form, they will be 1 step ahead of the negotiation process and it doesn’t seem so scary to them!

  16. Dr. Ollie Evans
    June 3, 2019 | 9:48 am

    In my office we give each new patient a report of findings when they return for their second visit. This is a piece of paper that outlines what we did in our exam, what the course of treatment is, and any at home recommendations. On the backside of the sheet, we have a spine chart outlining what each area of the spine controls and issues that can be associated with it. This allows them to see the correlation between their current issue and the spine as well as may have them think about how chiropractic can help with other issues.

  17. Ryan Williams
    June 3, 2019 | 10:16 am

    The kind of applications we develop are often quite complex. They involve many different technologies, require team coordination, and utilize tools to safeguard the development process. We, therefore, provide our clients and prospects with an outline of our standards and procedures so they have a clear understanding of what to expect. It’s also useful to them when making comparisons to other development firms.

  18. Maggie Stineman
    June 5, 2019 | 5:16 am

    With every candle purchase, we provide written instructions on how to take care of 100% soy wax candles. The “candle care card” as we call it is funny and informative and it helps the customer get the full life of the product. We also provide a detailed list of each and every scent and all the oils combined to make each masterpiece.

  19. Cathy Logan
    June 6, 2019 | 6:56 am

    Fifty percent of my business comes from CPA referrals and I’m often copies on communication with the client. Much of that communication refers to issues the client must resolve as directed by the cpa. When that advice is ignored I communicate in writing to the client about deadlines and compliance.

  20. Jason Patton
    June 7, 2019 | 9:38 am

    When doing a project as large as a full roof replacement, people often want to know what is going to be put on their home. A house is, after all, the largest investment for most people. For this, I like to provide an extremely detailed, itemized, line by line written quote detailing everything I’ll be doing for their roof. I also do this for repair jobs. It brings peace to the homeowners, and it shows they have a contractor who is detail oriented.

  21. Matthew Ellis
    June 7, 2019 | 11:19 am

    Yes, this is a coment.

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