The Ultimate Communications Checklist

Just like any relationship, professional connections thrive on consistent interaction and open communication. Building lasting relationships with your clients requires consistent engagement, even when you’re not actively working together. If you only reach out to your clients when you’re trying to get something from them, you’re bound to feel inauthentic and maybe even annoying. But by establishing a regular cadence of communication, clients stay informed, engaged and confident in their partnership even after the deal is closed. 

Stay Top of Mind – Reach Out in One of These Ways: 

• Offer valuable information: Share relevant industry insights and updates about industry news and trends. Or give people a break in their day by providing engaging lifestyle content. 
• Share a personal or professional milestone: Open up your world to your clients. Personal connections feed business relationships. 
• Send personalized birthday or holiday greetings: A simple gesture can go a long way in maintaining a personal connection. 
• Partner with a publisher and put out a personal magazine to your network 
• Invite clients or prospects to exclusive events or webinars: Offer them additional value and opportunities to connect with you and your network.

Frequent, professional and consistent communication demonstrates that your dedication transcends transactions, showing that you’re invested in your clients’ long-term success and committed to providing exceptional service every step of the way. This commitment builds a loyal community of clients who are more likely to do repeat business, and maybe even act as valuable brand ambassadors. 

THE ULTIMATE COMMUNICATION CHECKLIST FOR SUCCESS 

This checklist keeps your communication rhythm flowing and clients feeling valued. 

Quarterly: 

• Send a gift to my high-value clients. 
• Send a personal note or text message to a client I haven’t communicated with in at least three months. 
• Send a direct mail piece to all my clients. 
• Aim to share 2-3 engaging personal anecdotes with my network this quarter. 

 Weekly: 

• Post at least 3 times on my business social media accounts. 
• Provide valuable content to my entire professional network through an e-newsletter. 
• Send thank you notes for recent referrals. 

Daily: 

• Acknowledge any client milestones, anniversaries, birthdays, etc. that are happening today. 
• Respond promptly to any concerns or questions 
• Post to your social media account 

 Questions to Make Sure You’re Set Up for Communications Success: 

• Do I have a tracking system for how often I contact each client and prospect? 
• Do I have a calendar of important personal dates (anniversaries, new home purchase anniversaries, birthdays, etc.) for clients and prospects? 
• Do I know the preferred communication method of my clients and prospects?