Have you noticed each time you go to the doctor for an annual check-up, they’ll go ahead and schedule your next visit in advance? If we’re honest with ourselves, if the receptionist didn’t do this ahead of time we would probably forgo scheduling one at all (or forget to come back) - a lot can happen in a year!

The same goes for our business. How often do we check up and check in with our regular clients? Perhaps you already schedule 1-on-1s with your team. That’s great, but we should also extend it to customers. This can be a great learning opportunity for you and a chance to go above and beyond.

Food for thought:
- Touching base regularly with clients should be scheduled in advance. It doesn’t have to be a long meeting, just make the effort.
- Operationalize it: make the meeting recurring every quarter or every year, so long as it’s on the calendar. Preparations don’t have to dominate your time.
- If you discover there’s not much to discuss during your touch base, at least use it as a time to build rapport and strengthen your relationship.
- Open the door for them to discuss your relationship as a whole and if there’s anything you can do to make their lives easier or transactions smoother.
- Getting new leads is important, but maintaining existing relationships with clients is critical and should be a part of your strategy.
- Regular touch bases can also keep your services top-of-mind for your clients - adding to your bottom line.

Topics discussed:
- Touching base with clients
- Relationship building
- Being proactive with clients
- Planning ahead
- Leadership hacks

Learn more about The Good Office Podcast:
www.thegoodofficepodcast.com
www.instagram.com/thegoodofficepodcast

To book a free strategy session with Jillian:
https://mariemae.com/consulting

To learn more about Marie Mae:
https://mariemae.com/