Do you send follow-up emails after every meeting?
How many times have you had a conversation with someone, perhaps even your spouse, child or friend, where later you both had a different understanding of what was said? Communication is one of the most difficult aspects of language. No matter what language you speak, subtle nuances can make a huge difference in meaning from one person to the next.
You can avoid this dilemma with your clients (or even your prospects) by creating a simple follow-up email to briefly outline the talking points and action items that come out of your calls and meetings. These emails can also be saved to their account on your CRM system and will build a history that is very useful for compliance issues.
During our coaching program ,we help advisors and CSAs build this simple activity into their daily routines...it becomes a ritual that leads to greater client satisfaction. If you need some help with ideas just like this one, join our member-only website or sign-up for one of our coaching programs.