Trying to stay connected with all your clients in a personalized way, while trying to save time and automate the process, is one of the most challenging areas in your business. There are lots of marketing tools out there to help you stay connected but making it personalized to show your client that you are thinking of them can be a challenge.

Here are some ways that we have found helpful:

Sending Handwritten Cards

Sending handwritten cards to your clients is a great way to show you are thinking of them. You can send cards when you onboard a new client, for birthdays, or other events in their lives. One way to automate the process is using a handwritten service like Handwrytten or Cardly which you can integrate with tools like Zapier and your CRM. You can even send them your personalized signature that they will insert with their software to give it that personal touch.

Quarterly/Monthly Messaging

A great opportunity is touching base with your clients monthly or quarterly where you send them personalized messages by updating what you are working on with them to make sure they reach their goals. You can use your CRM system to do this by inputting the information into the CRM where you can pull the information using an integration tool to send an email with the clients’ quarterly/monthly statements. Additionally, asking them for a meeting is a great way to tell your clients you are thinking of them.

Following Up with Clients

Having a process where you follow up with your clients on items you have talked about with them recently is imperative to making them feel they are valued. You can do this by creating a task in your CRM system and have a reminder go to Slack, instant messaging, email or somewhere where you will see the reminder to make sure you are following up with your clients in a timely manner. Having a reminder sent is crucial as sometimes we get busy and forget about that task, but the reminder will increase your chance of following up in a timely manner.

Newsletter

Having a newsletter can reinforce to clients why they are working with you is a very effective way to keep in touch. The information provided should be relevant to your client base or should highlight areas of changes in your field that may be relevant to them. They will reach out to you to ask questions to see if the areas that you talked about affect their situation. This will allow you to talk to them about the information in the newsletter or other areas that might have changed for them throughout the year. This can be automated by using an integration tool to send your newsletter to your clients on a monthly, quarterly, or yearly basis.

Conclusion

Picking some of these ways to keep in touch with your clients will make sure you are not flooding their inboxes with marketing material they might feel is impersonal. Making sure that you are sending them information that is relevant to their situation is imperative to making clients feel you are thinking of them throughout the year. It also gives them opportunities and reminders to schedule calls with you to discuss their situation.