Keeping Clients Informed – Cement Relationships
Just Like Any Relationship, Regular Communication Make All the Difference
It’s human nature. In fact, it’s been said that the most beautiful sound in the entire world, is the sound of someone else speaking you name. I know, that may be an exaggeration, but a craving for personal attention is human nature.
It doesn’t really matter what business you’re in, if you can make your clients feel a personal connection with your product or service, you’re on your way to increased profits and a healthy business. Creating this personal connection is easy, it’s natural and very effective.
My Realtor Wasn’t Very Good
It’s been over 20 years since I sold my first home, but my Realtor wasn’t very good. It wasn’t that she didn’t sell my home quick enough. It wasn’t that her commission was too high. She didn’t keep us informed. If you were to ask her, she was working diligently to sell my home, I just didn’t know what she was doing. And it was frustrating.
All it would have taken for me to be completely satisfied with her service, would have been a little communication. At that time, e-mail and electronic communications weren’t an option, but a phone call or a note in the mail would have done the trick. Just something to let me know that she was actively working on the sale of our home.
It’s Really Easy to Keep in Touch Today
With the advent of cellular technology, e-mail and instant messaging, it’s easier than it has ever been to keep in touch with clients and build relationships. If you want to keep in touch with me, e-mail is the method of choice. It leaves a paper trail, it’s convenient and since I’m at the computer all day, it makes sense. E-mail may or may not be the best method for your clients.
My optometrist keeps in touch with me via a periodic postcard. At least twice a year I hear from him.
The other article in this newsletter is going to talk about the effective use of a Client Newsletter. Click HERE to learn how a client newsletter will keep your clients informed and your business growing.
You may find that some methods may be more effective with your clients than others. A couple of weeks ago, we talked about Client surveys, that’s a good way to find out what medium most of your clients will be the most comfortable with. Click HERE and learn how effective client surveys will tell you more about what your clients expect and desire from your services.
Phone Calls, E-mail, Postcards, Direct Mail and Newsletters are All Effective
You may discover that a combination of methods are the most effective. The object is to keep your tax clients informed with information that will effect their tax consequences throughout the year. The frequency of your contact is the next step in effective communication.
Depending on the type of client, you may find that one size doesn’t fit all. Some clients may only require a quarterly update, while others may need to hear from you every month. There’s no hard-and-fast rule. It’s up to you and your clients.
A quarterly newsletter, with an e-mail update every month or 6 weeks may be just the ticket. To effectively communicate with your clients, you’ll need to provide valuable and helpful information for them. You won’t be able to get away with, “Hi, just wanted to drop you a line to let you know that we’re thinking about you.”
Make sure every communication with your clients has a purpose, has value and will be appreciated. You want to be considered an informative resource, not trivial or SPAM. You’ll either need to devote some time to crafting your correspondence yourself or spend some money to have someone else do it. Either way, you need to make sure that your client communications reflect the image you want to portray about your business.
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