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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.

7/31/2014

Implement This Tool To Reach Out And “Touch” Clients

Previously, we wrote about “Staying In Touch With Clients In A Relevant Way”. Read below to learn more about a tool we have found to be very efficient and cost-effective.........

SendOutCards.com is a tool we started using this year to expand our client contact. It has helped save time and improves our professionalism with the high quality cards available.

Below are a few of the client “touches” we implement using this tool. You may find similar uses:
  • Annual “Birthday” cards
  • “Home Loan Anniversary” cards one year after loans fund
  • “Thank You” cards following meetings

HOW YOU CAN USE THIS:
  • What are some “touches” you have been hoping to implement, but haven’t yet put in place?
  • Are any of the above “touches” relevant to your business?
  • Can you incorporate SendOutCards.com using ideas from our previous article (i.e. - Send a card about caring for your family with a Living Trust)
  • Make it a point to implement one new strategy each week the next four weeks!

DISCLAIMER: I have no affiliation with SendOutCards.com other than the fact I utilize and recommend its products.


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