- Make each customer’s experience feel personal. How do they prefer to be contacted? What is their method of processing information (graphics, lists, written explanation or in person)?
- Get to know your clients on a deeper level. If appropriate, connect with them on social media. When meeting with a client, go beyond just completing the basic “profile” information needed but find out about family, hobbies, community involvement, etc.
- Be intentional with client interactions. Think about how the communication will make the client feel? What message am I sending?
- Support client with effective tools for communicating. This may include a website for appointment scheduling, portals, video conferencing, social media, podcasts, workbooks, webinars, etc.
