Most patients need monthly visits once they reach the maintenance phase of their care. We send a monthly newsletter which offers health tips and guidance and serves as a reminder to schedule their next appointment.

I send out a reminder to buyers who have purchased homes throughout the year. I remind them to file for their homestead exemption status with the county. A reminder to file so they can save money on their property taxes has generated questions about other tax issues, which I am always happy to send to our phenomenal tax expert....Clarence Bolden at The Tax Axe!

I use an app called rehash for my follow ups, especially when I do not close a sale on the spot. This app will automatically follow up with a customer through email and give me the opportunity to send out any new promotions we may be running at the time. There are also a ton of resources my customers can access to help educate them farther in the project they are wanting to do. The results I see are great, anything that is automated and keeps my name and products in front of a customer is great, especially for the planners and preparers. It gives the customer some reassurance that I am on board to help anyway I can.

I don't generally need to follow up with past clients after a closing transaction has been completed. We keep in touch with lenders and agents through emails and phone calls to keep a close relationship so that if anything is needed after a closing, the parties know to reach out to our office. We do send both the lender and the buyer original deeds and title policies after recording has returned from the county. Otherwise, individuals purchasing and selling houses are no longer in need of our services as a closing attorney.

My follow up is usually a 3 part process. One is when I have sent out a quote to ensure they got it and if they might have any questions. The 2nd is a week follow up to see if they have made any considerations. And the 3rd being another week to see if I am still in the running. This process has helped because I want people to know that I will follow up and also put the same energy into completing their project.

I see my clients every year around tax time. During September I send a "the end of the year is coming" letter to all clients to remind them to give to their charities and get receipts for donations and to get their businesses ready for the tax season. When I complete a client's tax return, I send a note with the confirmation that the return has been filed with the IRS asking them to contact me with any questions during the year. I send a special note to all new clients and welcome them into The Tax Axe family.

Every year for the Holidays, I gather all past clients email addresses and send two e-campaigns: one near Thanksgiving to thank them for supporting my business and a second one towards the end of the year wishing them a happy holiday season and the very best in the new year. I always add a small token of our appreciation and if they read through the entire message I typically get a referral right away (there's a discount embedded in the body of the message that triggers a referral). End of school year is another chance for me to contact past clients inviting them to celebrate pool parties and backyard BBQ with my photo booth. Come check it out! http://www.myfantasticfoto.com/photos

I send my clients, past or present, an analysis of how their site is doing. It will let them know if they need any updates or maintenance and a current SEO tip. If I built their site, I will offer a free update service. It lets me continue to help them and ask them if they would like any changes or additions.