Protocol: Behaviors

What To Do To Get Referrals: Protocol: Behaviors

The PowerCore attendance policy gives Members the assurance their preparation and self-promotion will be heard. What policy do you have for your client’s benefit, and what is the purpose for this policy?
Linda Loud

Response from Linda Loud

from the North Point Team

Mary Kay has a 100% Satisfaction Guarantee on our products that states: “If for any reason you are not completely satisfied with any Mary Kay product, it will be replaced without charge, exchanged, or the full purchase price refunded following its return to your Mary Kay Beauty Consultant.”

 

My policy is to always follow up with my clients after they’ve had a chance to use the products to see if they need to take advantage of the company’s Guarantee. I ask if they have any questions, concerns or rave reviews. I let them know if they aren’t happy, they can return the products and exchange them for something else, or they can get a refund. My intent is that they never have ANY Mary Kay product in the dreaded Drawer of Buying Mistakes. For me, it’s not good enough to have satisfied sustomers. I want Raving Clients and through my diligent customer service and follow up, I attempt to Guarantee that!

Diana Crawford

Response from Diana Crawford

Taxes spawn anxiety in many people. One of the areas that result in clients receiving notices regarding their taxes is estimated tax payments. We always confimr with our clients what estimated tax payments they have paid. I understand that receiving an IRS notice, even if it says they owe you money, creates unnecessary anxiety. I make no assumptions regarding clients making their estimated taxes. I always confirm what they have paid because not doing so rarely ends well. Estimated taxes have lots of allowances for variances and I work hard to help my clients understand their requirements, make informed decisions and use their money wisely. Life is stressful enough, keeping avoidable stressors out of their life is worth the extra effort I go through.

 

Diana Crawford, CPA

http://www.cmccpas.com

Lonnie Anderson

Response from Lonnie Anderson

Have as a Realtor, one policy that I have, is the ability to contact and get a response within a relatively short period of time from the client. There are many people involved in the 30 to 40 day process, including the buyer or seller on the other side and their agent, the lender, the inspector, the appraiser, as well as the preclosure, closer, and Closing attorney. At any point in time there can be an issue that arises that needs a quick response to keep things going as smoothly as possible. Sometimes not getting a response until the next day creates big issues for all parties involved.

Jamecia Bowers

Response from Jamecia Bowers

One policy I have in place for the benefit of my new clients is to have them arrive 15 minutes prior to their appointment time. This is to allow them time to fill out new client intake forms and have a verbal consultation. By printing their intake off from the website at home and bringing it in alright fill out negates the need for the early time but only about 2% of clients ever actually do this. This policy allows for my client to have their full service time, a lengthier spa experience and be able to completely relax without rushing.

 

Jamecia Bowers

Esthetician & Makeup Artist

Beauty by Bowers Day Spa

http://www.beautybybowers.com

Dr. Elbonie Hornbuckle-Preston

Response from Dr. Elbonie Hornbuckle-Preston

Most patients come in for chiropractic services uneasy about the process; all they know is they hurt and they hope I don’t hurt them worse. Before I see them on the initial visit they are given an office tour designed to ease their fears with personal success stories of other patients, then they watch an orientation video that gives more info about chiropractic and what to expect during this process. All still in an effort to ease their fears and calm their minds. My goal is always to help my patients through a painful time and make that pain diminish over time.

Rich Oswald

Response from Rich Oswald

In order to help my clients as quick as possible, it is necessary to collect information. We have clients fill out intake paperwork which not only gives us background information but provides insight into their current perspectives by having them complete several sentences about various topics like: my greatest fear is…., men are…, women are…, I would be better liked if…

We review this before begin the session. This benefits our clients by giving us a head start, thus optimizing our time together.

 

Rich Oswald

Legacy Counseling Center

legacycounselingga.com

Geoffrey Horney

Response from Geoffrey Horney

For large projects in particular, I make sure we go through each tasks and action item to be sure there is a clear dialogue in expectation and course of action.

Especially in this current climate of logistical pitfalls and supply shortages; making sure I can provide the best options for supplies and materials and ensuring their satisfaction.

Jason Muldrow

Response from Jason Muldrow

from the Peachtree City Team

A policy that I have for my client’s benefit is that I always collect a partial payment to start a project but never accept the remaining balance in full until the project has been approved for final delivery. The reason for this policy is for assurance of mutual accountability, or in other words, to make sure that we both have skin in the game to see the project through to completion.

While I always aim to complete all projects to exceed client expectations, whether being paid in advance or not, it is also important to me that my clients feel like they have leverage throughout the duration of our transaction together. As part of my “make it right” guarantee, I want for my clients to feel completely happy with their finished product, and never feeling like they had to settle. So, holding that final payment until the end gives my clients that added tangible assurance that everything will be done just right.

 

Jason Muldrow

Muldrow Marketing

Website | Video | Social Media

Beau Elkins

Response from Beau Elkins

My policy is that we get their basic information such as name, date of birth, address and driver’s license number. I also like to see their previous insurance documents. This way if my rates are higher and they don’t move their insurance I can then give them advice on how to go back to their current insurer and get their rates lowered.

Ryan Pinson

Response from Ryan Pinson

In the mortgage industry, timing is everything. One policy I have is to give my clients a 48 hour hard deadline for all requested documents. They might not see the benefit in this policy, but having an approval soon than later is a big win for all parties involved.

Brandon Favia

Response from Brandon Favia

What policy do I have for my clients benefit, and what is the purpose? As a roofer we have a few policies and procedures in place for our clients benefit. One of the first ones is to have a signed contract accurately explaining what type of roof they are getting and the procedures involved with dealing with or without insurance proceeds. It also ensures that address and the client know exactly what type of shingles and color that is going up on the roof. Also outlined is the warranty coverage on the roof itself for their peace of mind and if they decide to move I want it transferred over.

Jayden Doye

Response from Jayden Doye

What policy do you have for your client’s benefit, and what is the purpose for this policy?

I get inquires almost everyday for accounting and tax services. If I were to give a free consultation to everyone with an inquiry, I would never have any time to get any work done. I have implemented a policy that requires prospects to pay $300.00 for their initial consultation. During that 60-min call, we discuss their business in depth. I provide them with strategies they can implement to increase profits and decrease their tax liability. This policy serves as a barricade so that I am only speaking with prospects that are serious their business. This way, I have the appropriate time to allocate to my current clients that pay on time every month.

Steve Perry, EA

Response from Steve Perry, EA

Policy:

All information transmitted electronically to the client or me, must be sent through encrypted means, generally Verifyle.

Reason:

The information is generally private information that identity thieves covet. Protecting this information is critical to protecting the client’s identity.

Tony Julius

Response from Tony Julius

The no contract, contract. We operate on a month to month basis so our clients never feel locked in. At any point they do not like our service they are free to terminate. Unlike most other property management companies that have you sign a 12 or 24 month contract. We do ask that you sign a contract to work with us but within that contract the language states you can terminate anytime.

Mrs. China Coleman

Response from Mrs. China Coleman

The policy I have for my clients is to always do things early if not on time. As a credit restoration agent I am a key factor in helping my clients, but they are essential to their own goal. 

I always follow up 48 hrs after to see if they have any questions and if the things given to them have been completed. My clients always have full access to as we are a team.