1. KEB Marketing Minute Planning your Summer Client Relationship Touches
April 27, 2017
Presented by Art Kuesel

2. Today’s Workshop Success Stories! Time to Revisit Your ABS Call List
Planning to Succeed with Clients in Late Spring 2

3. CPE Credit
If you’re not in a room with others or can’t sign-in traditionally, Sue Nold with the word “April” and that will serve as your CPE sign-in verification for today’s meeting 3

4. Success Stories

5. Success Stories
If you’re not in a room with others or can’t sign-in traditionally, Sue Nold with the word “April” and that will serve as your CPE sign-in verification for today’s meeting 3

6. Success Stories
Jenny Z: Bank of Edwardsville, widow in Vegas, and glowing client thank you note.
Bryan H: Heart surgery, wedding gift, “I wish I would have switched you years ago,” Cardinals tickets, freebie services
John E: Radiant referral source and client thank you letter on 4/17. 3

7. Dig out your ABS List

8. Use your ABS Call List Daily! (Min. 1x week)

9. Planning for your Summer Client Relationship Touches

10. Three Simple Steps to Follow
STEP 1: Map out your clients by week STEP 2: Do your activities STEP 3: Repeat

11. Summer Client Relationship Touches
STEP 1: Map out your clients by week

12. Summer Client Relationship Touches
STEP 2: Execute on your Touches
Take client out to lunch
Send a birthday card
Invite to Cards game
Tour their facility
Bring their team food
Send article of interest
Be proactive with ideas that can help
Reference your “25 Ways” Handout

13. How do we help our clients with their top pains?
STEP 3: Repeat
Start the process with another client!

14. Rewards of the Process Happy clients referring us Goodwill
Additional opportunities
Revenue
Client retention
Getting closer to trusted adviser!
And more… 14

15. Building your Action Plan

16. Can you do one client relationship touch per week all summer?
Client Relationship Touches
Reference your ABS Call List
Plan out your Summer Touches
Succeed
Share successes!
REMEMBER TO CODE YOUR TIME TO CLIENT DEVELOPMENT! 16

17. Resources www.kueselconsulting.com/KEBminute Slides Tools
Subscribe to my monthly blog too!

18. CPE Credit Reminder
If you’re not in a room with others and can’t sign-in traditionally, Sue Nold with the word “April” and that will serve as your CPE sign-in verification for today’s meeting 18

19. Thank you!
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