Want to capture every new client’s information so you can effectively follow up with them?
Make it part of new client welcome procedure by handing them a pen and an “All about You” form. On this form ask for their name, address, mobile phone and email.
Also request which form of communication they would prefer your using when you contact them in the future about appointments, special events and other announcements. By doing this you’re not only saying
we want to reach you “your way” but you’re also “pre-framing” your follow-ups.
Remember this is their first experience with you so start to develop trust by letting them know that their information is confidential and will not be sold or distributed to any third parties.
Quotation: It’s not enough to be busy. So are the ants. The question is what are we busy about? Henry David Thoreau