Create a Client Service Model
3. Have a well-defined client service model that keeps you on track in how to stay in touch with clients and keeps your ongoing service at a high level – at least with ‘A’ and ‘B’ clients. You should be using a Client Service Matrix to determine when and how you are keeping in touch. Here is an example if you need it: Client Service Matrix
Today: Get started on your client service matrix. Have your assistant go through the database and start filling in the matrix for each client. Remember to include contacts on important dates like birthdays, wedding anniversaries, and anniversaries of doing business with you.