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KEB Marketing Minute Planning your Summer Client Relationship Touches

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Presentation on theme: "KEB Marketing Minute Planning your Summer Client Relationship Touches"— Presentation transcript:

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! For tools, resources, and a monthly blog subscription on marketing, sales, and growth topics go here: Or contact Art:


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