Optimizing Client Engagement and Year-End Review Strategies | Tinder on Customers

Episode 35 | Customer Connections


The Big Themes


Appointment hygiene: Maintain good appointment hygiene by
scheduling appointments promptly, respecting allotted time, and
communicating clearly. Avoid delays and make sure appointments
align with the customer's expectations. Even if work goes
smoothly or superbly, it can be difficult for a client to look
past problems with scheduling and communication.

Considerate conversations: While having year-end meetings
with customers, show a deep understanding of the customer by
personalizing conversations. Ask strategic questions to uncover
client goals and achievements and avoid direct discussions about
commissions or financial incentives tied to contract renewals.
Finally, end meetings on a positive note.

Utilize artificial intelligence (AI) Tools:
Leverage AI tools, such as transcription services, to
automatically summarize meetings and conversations. This ensures
that key points are documented and can be referenced for
follow-up actions.



The Big Quote: "Do your homework ahead of time, bring things to
the table that [customers] didn't necessarily tell you about so
you can show that, 'Hey, I care about you, because I want to do
more. I come to the table with more than just what you've told
me.' I think that's a really big thing. People love to hear their
name."


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