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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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YOUR CART

Business Builder Blog

Making Finances Simple. Changing Lives.

6/12/2014

Ensuring A Pipeline Of Future Business

It has been said that it is easier to squeeze juice from the fruit you have already picked, than to pick new fruit. See below for how this applies in our businesses.........

So often in our businesses we focus intently on finding new clients, but neglect to take care of the clients we have already procured.

This is a part of our business that we attend to heavily. We consistently implement a system of “RMA’s” with clients and prospects. “RMA” stands for Relationship Management Activities.

HOW OUR “RMA” SYSTEM HELPS YOU:
Any time we are working on a mutual client, you can be assured we are staying in touch with that person in a relevant way.

This means contacting clients and prospects periodically with value-added information, follow up calls to answer questions, etc.

We feel it is our job to help prospects get in a position to accomplish their goal of buying a house. This often includes helping prospects with a budget so they can see how to afford their home purchase. Or it may mean income tax projections to show the benefit of owning a home. We are frequently helping clients improve credit scores to enhance their qualifications.

Whatever it takes, we are here to assist people in accomplishing their dream of homeownership; and to help you keep these prospects in your pipeline.

HOW YOU CAN USE THIS:
  • Know that we are working on your team with “RMA’s” to help you increase sales
  • Implement “RMA’s” in your business to ensure you are keeping in touch with prospects in a relevant way

Over the next several weeks, we will be emailing you some ideas of “RMA’s” that you can implement. You won’t want to miss these!

Contact us any time with questions...we’re here to help!

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