How To Keep The Account

How much time does it take for you to follow up with your clients? No clue? Seems like a lot? If you feel as though this is a time suck (and many people do!) with little value add (how much business are you winning?), then we have some tips on how Service Operations Automation can streamline this part of your workflow.  With a client work management platform, you can easily keep track of all client communication in real-time to avoid missing a time-critical response.

Here are three ways to spice up your follow-up emails AND save time writing them. Plus, if you haven't tested out Accelo's automation with client emails, sign up for a free trial.

1. Show Some Personality

A genuine connection can be what separates you from competitors. Everyone wants to feel seen and heard, and it’s no different in business. You can be personal and professional. Know your audience. Showing that you remember the details that make this account unique will go a long way.

2. Be prompt

If you’re following up after meeting a potential client in person, keep it short and sweet. Schedule the first follow-up 24 hours or less after the meeting. Timing is everything and can be the difference between winning or losing the account. With a client work management platform, you can set triggers to automatically prompt you to take the next necessary step.

3. Offer unique value

Why should a client spend their budget on your expertise? Proposals with unique value will draw attention. Keep track of everything that’s been said up to this point! A fully integrated CRM will automatically track and sync all your client records, with automated notifications will help you achieve growth.

If you’d like to follow up with more finesse try out some of these tips and, if you haven’t yet, sign up for a free trial today and test out Service Operations Automation.