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August 6, 2015

Summer on the Road: Keep in Touch with Clients

John Timko
Vice President, Marketing Strategy
ConnectWise, Inc.
Tips to Keep in Touch with Top Clients This Summer

It’s summer, which is prime season for vacations, road trips, and conferences. When both you and your clients are out of the office more than you are in it, whether for work or play, it’s time to get creative about keeping the lines of communication open.

When you’re regularly checking in with your clients, they feel heard. Better yet, you have more opportunities to remind them of your value. After all, when your IT support is done well, you’re practically invisible to your clients. Take the time to report back on what you are doing to ensure their business success. By keeping client relationships strong, your business growth and bottom line will benefit.

eBook - Lay the Groundwork for Long-term Client RelationshipsStart with Onboarding

Greetings from the Road

Just because you’re spending some well-deserved time on the beach this summer doesn’t mean you can’t take a moment to quickly check in with your top 10 clients. Define that list not only in terms of who brings in the most money, but also who might need a little extra attention to keep your relationship strong.

Start with these 4 tips for letting your clients know they’re at the top of your priority list:

1. Share Trending Topics

Even on vacation, you’re staying up to date on the industry trends and hot topics that could impact your business success. Help your clients get the same information by sharing the articles, books, and websites that speak to you. Share links on social media or forward articles by email, and don’t forget to include a short note that lets them know why it matters. It’s an easy way to make a quick connection, and it keeps your clients feeling like you have their best interests at heart.

2. Give Back

The clients you’ve chosen for your summer outreach were chosen for a reason. Maybe they’re your best clients, or maybe they need a little more care. Either way, consider offering them something exclusive—a discount, insider’s newsletter, or customized business tips—to thank them for their continued business. By rewarding their loyalty, you’re helping to secure your future relationship.

3. Pick Up the Phone

With everyone on the road, now’s the time to make a phone call or ten. Picking up the phone can go a long way toward establishing a solid client relationship, and could be a pleasant surprise for your clients. Even if you are calling just to ask how their summer is going, it could spark a deeper conversation that leads to better service. It won’t take more than a few minutes in most cases, and might produce significant results.

4. Send a Survey

Giving your clients a chance for direct input is ideal when it comes to your business growth. Use the summer to send out a few surveys—they don’t have to be anything formal—that help you gauge client satisfaction. By providing clients with an opportunity to share their opinions and thoughts on your service, you’ll support their needs and get the information you need to fuel your own success.

Staying connected to your clients takes a lot less effort than trying to woo them back. Keep that in mind as you implement these tips to help build up your client relationships and remind them of just how much you appreciate them. Don’t forget that these check-ins are also your chance to reinforce the value of your service.

Maximize Client Satisfaction

Start off on the right foot with these tips to onboarding success.

John Timko Vice President, Marketing Strategy
ConnectWise, Inc.

As a former pitcher for the Detroit Tigers, John knows the importance of playing for the name on the front of the shirt instead of the back, so he’s always looking out for what’s best for LabTech partners.


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Maximize Client Satisfaction

Start off on the right foot with these tips to onboarding success.