Every business wants and needs to recruit new clients to keep the business going and growing. This is our process for developing our clients, which might be helpful in your business.
- Client development systems. We have certain systems and processes for developing relationships with potential clients. We have networking events, marketing, both online and in person, advertising, and other avenues for getting our names in front of the right people.
- Relationship development. As we work through the client development process, certain people will open themselves up to relationships, whether they be potential clients or potential referral sources.
- We tell who we are. As the relationship develops, we communicate our value added to our clients. We tell them how we work with successful, private business owners in their mission to build businesses that stand the test of time.
- We have a point of entry. As clients or referral sources see us as a fit, they can contact us either by telephone or email.
- We have product offerings. Our products are matched to the potential needs of the clients.
- We have a welcoming customer service experience. Our service goes from the initial phone calls, where we make the potential client feel welcomed, through the entire process of being with us as our client.
- We have a legal point of view. We offer a core value based on our knowledge and legal experience, which is unique to the clients and their particular needs.
- We have a process for working with our clients. We follow set procedures and processes to work on their particular legal issues.
- We have a close-out process. As the relationship with the client winds down, we communicate with them and help them develop into being on their own and developing the materials that they will need to accomplish their goals.
- We have a process for clients to recommend us. After we close the file, we ask for testimonials to upload on our website, so that we can use them to further market the firm.
- We have a follow-up system. We keep in touch with past clients, ask for referrals from them, and continue to be open for future matters.
What is your process for getting and retaining clients? Have you had good or bad experiences with clients? What would you do differently in the future? Join us in the comments below.
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This posting is intended to be a tool to familiarize readers with some of the issues discussed herein. This is not meant to be a comprehensive discussion and additional details should be discussed with your attorneys, accountants, consultants, bankers and other business planners who can provide advice for your circumstances. Each case is unique. Past results do not guarantee future outcomes. This article should not be treated as legal advice to any person or entity. Freeimages.com/photographer John Evans.
About the Author
R. Shawn McBride is the Chief Innovation Officer at McBride For Business, LLC. His signature keynote, The 3 Laws of Empowerment, gives audiences an entertaining look at how they can prepare, plan and protect themselves. You can email R. Shawn McBride or (214) 418-0258.