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Make It Happen™ Tips and News from Barbara Sanfilippo
(760) 738-9100

Happy New Year folks – make it a great year!

To stop receiving this newsletter scroll to the very bottom of this page and click cancel. Please do not hit reply . If you wish to contact me my email is: Barb@RomanoSanfilippo.com and phone is 1-877-ISUCCEED.

Turn Customers Into Loyal and Profitable Clients

If you want to turn your customers or members into loyal clients and not be viewed as a commodity— add value and build relationships. Let me tell you about Pete, our financial advisor. One of the main reasons he earned our business is he was the only one offering quarterly client review meetings to review our portfolio.

While we can meet in person, we prefer to do them efficiently by phone in a 30-45 minute call. Without fail his office proactively calls us each quarter to set up our review meeting. As a result we feel he genuinely is interested in our business and on top of things. So we continue to give him our investment business, referrals and remain loyal.

Another strategy is to educate your customers or members and position yourself as a partner and a resource. For example, a community bank recently contacted me to speak at their customer appreciation and education event. They are planning to invite many of their business customers to a special half-day event with a nice breakfast, a local economist, a sports figure and me. This added-value strategy will pay off in the future with expanded relationships and referrals.

For more ideas on building deeper customer and member relationships, order my audio CD at:

www.barbara-sanfilippo.com/products.htm

Brainstorm with your team all the ways you can educate your customers or members. What information can you share to help them in their life or business? For example, a staffing firm may provide a salary survey or tips on interviewing. A hospital or doctor can offer ideas on staying healthy. You can offer an ezine just like the one you're reading now or do your own teleseminar. The key is to stay in touch periodically.

So in summary:

  1. Offer to do client review meetings
  2. Host an appreciation event with education
  3. Provide helpful information periodically

Spiritual Thought for the Day

I can, because with God, all things are possible for me.

Refer Three Friends and Get a Free Customer Service Book

If you like what you are reading here, pass this on to your friends and associates. If you give me three contacts with name and email address, I will send you a copy of my Goldmine Customer Service E-book, a $39.95 value filled with gold customer service ideas from numerous authors. Simply email the names and emails to me at:

Barb@RomanoSanfilippo.com

REPRINT PERMISSION

Reprint permission granted in part or whole when the following credit appears:

"Reprinted with permission from Barbara Sanfilippo's Make It Happen newsletter. (Copyright, 2007 www.Barbara-Sanfilippo.com)

To subscribe to Barb's newsletter, visit www.Barbara-Sanfilippo.com

Thanks!

Barbara Sanfilippo, CSP, CPAE
1-877-ISUCCEED
Barb@RomanoSanfilippo.com
www.Barbara-Sanfilippo.com



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