The SendOutCards website includes a Resource Center that includes videos of every task that a new or existing client would need to send a card, a card and gift, a card campaign (a single card or a series of cards sent to one person or many), how to use the Relationship Manager, importing contacts into it and many more topics. The longest video, the "Tour of the Website" is less than ten minutes and thirty seconds. The lengths of the other tutorials are significantly less. I refer to these Tutorials as Just in Time Training and refresher courses for my clients.   Though the website is intuitive, and the tutorials are readily accessible, I provide personal training to every new client. I help them export their data from their CRM (if they can't do it on their own) and import the data into the SendOutCards Relationship Manager for their first card and campaign. I walk them through the process of creating a card and help them create their first campaign. I am not only teaching them the basics, but I am also sharing time-saving tips and other ideas to help them customize their cards. By the time we are finished, they know how to use SendOutCards to create and nurture their relationships with their clients. More importantly, they also know where the Tutorials are if they ever get stuck!

While talking to clients for the first time regardless of the size of the job I make a list of possible issues that may effect the successful completion of the job. I will discuss these issues with the client before starting the job. This helps keep possible unpleasant surprises and cost to a minimum.

Estimated tax payments. Most people who start working for themselves after many years of being a W-2 employee often overlook the fact that they are not paying taxes during the year while they are earning income. I always caution the new entreprenuer that by overlooking this simple function they can have a huge, hegative, fianncial impact on their business. By reminding them about estimated taxes, and helping them caclualte the correct amount, they can get started on a more sound financial footing and eliminate a major "surprise" when tax time rolls around.

Most people needing health coverage don't know they can get help from a professional who will apply for them at no cost. Whether you are an attorney, doctor, or business owner, all have questions that only a professional health broker can answer. We apply for coverage for hundreds of people each year and unlike 800 numbers, we will call you back.

Advising the client that I can run comparisons based on different information they provide. This let's the client know that Auto and Home insurance is not cut and dry, but can be modified to their specific needs.

I create "special feature" cards for each house that I list. These are 4″ x 5″ index cards which hung around the house for Open Houses & Showings that highlight special features about the house, the neighborhood and the community to potential buyers. I typically create between 20-50 cards depending on the home and what makes it special. Here are a few examples: "Convenient Upstairs Laundry" "View of Treed Back Yard" "Roommate Friendly Floor Plan" "Fenced Backyard Great for Dog and Kids" "Deck Stained This Year" "Forsyth County Voted '2020 Best County to Raise a Family'" "King Crown Molding" "Don't Miss the 2nd Floor Attic Storage" "Home Warranty Included" I love bringing out what's wonderful about the home and exciting buyers to make an offer!

My intake process is the smallest, most basic part of my business. I use a client history form to conduct a semi-structured interview so that I can 1) determine if hypnotherapy is a good match for the client and 2) to thoroughly understand the nature of my client's struggles so that I can help them achieve the best possible outcome.

When we start answering calls for clients some of them are very skilled at forwarding their own phone number(s) to us and some are less so. We will perform test calls to the customer's listed number to ensure the calls are coming to us as expected without delay. This gives the new client peace of mind and helps our staff know we are ready to handle the new calls.

When creating a Living Trust, one important and often overlooked factor is the funding of the Trust. Many people have paid to have a Trust created, but were never given instructions on what assets should be in the Trust, or how to transfer them into the Trust. With every Trust I write, I include Funding Instructions that detail how different assets can be transferred into the Trust. I go over the Instructions with the clients, highlighting their specific assets, so that they can be sure they've transferred all appropriate assets into the Trust, and can transfer any assets in the future.

Prior to Covid I would attend all closings. I don't usually meet the client in person until then. I like to take a thank you gift to show my appreciation. The client experience is my #1 Goal. I consistently ask myself, "Have you Wowed anyone today?".

Most people know I provide a detailed analysis during my legal consultation session. What people do not know is that during that consultation, I play out various hypotheticals for my client. This allows the client to see different scenarios that could pop up unexpectedly and be open to my advice to add more protections in their contracts. The goal is to prepare my client for the unexpected and give them the legal protections needed for when, not if, the legal issue arises.

In headshot photography, it's important for me to be aware of even the smallest of details to make clients feel confident and help them look polished. There are lots of styling details that I monitor, stray hair, jewelry positioning, bent collars, and so on. One of the smallest reminders I have, particularly for male clients during a headshot session is as simple as buttoning the top jacket button. This seemingly insignificant detail can make or break the line of men's jackets. It helps keep the lapels in check and helps to frame the shirt collar. A minor adjustment like this can add significant polish to a headshot by tying the look together and adding leading lines up to the face to add focus on that face, which is the point of a great headshot.

Attending my client's sporting events always improves my relationship with the athlete and the athlete's parents. Both parents and athletes seem to find another level of trust. As a result the player's effort level improves which leads to enhanced performance on the field.