CPA Marketing Blog: Keep in touch with your clients
Your clients might fall within one of three tiers: those you work for every month, those who need work three or four times a year, and those you see maybe once a year at tax time. The method for keeping in touch will vary with each level of client.
Those you see just once a year can be adequately communicated with by using a quarterly newsletter. Our newsletters provide notices for upcoming tax estimates and filing deadlines as well as tax, financial, and business planning tips. A quarterly newsletter is frequent enough to keep clients informed yet does not overwhelm them with more information than most of them will read.
Your middle-tier clients deserve and will appreciate more information and more frequent contact. Be sure to include brochures or articles addressing areas of interest with your invoices or other communications to middle-tier clients.
Your top level of clients should be your main focus for frequent contact. Make it a point to visit their business premises at least every month or two. Or take them out to lunch (nonbillable) and discuss topics of current interest to them. Ask them how things are going and what their current number one problem is that they are trying to solve. If the problem is outside your area of expertise, consider finding information and/or someone who can assist them in solving their problem.