Custom Email Reminders for Planned Activities/Tasks
Remind your clients of tasks they need to
perform from the plans you've prepared for their business.
This is a value added service that independent
consultants can
build into the cost of doing business with their clients. It is a
value-added service that improves the quality of of your offering.
BENEFIT TO YOU: The Independent
Consultant
An email reminder helps you stay in front of your existing clients
in a meaningful way. Emails are personalized, specific and timely to
a pertinent issue -- a task within a plan you've written for them.
These emails would contain a paragraph on different ways you could
help them with this step, the benefits of working with you and
contact information. An email reminder would help your clients stay
on task and feel the sustenance of a supportive relationship with
you -- even when you're busy.
BENEFIT TO YOUR CLIENT
Your clients receive personal email reminders from you when tasks
in their marketing plan are about to come due. A copy of that
section of their plan included in the body of the email (in case the
plan wasn't handy) would eliminate yet another obstacle for using
the plan. Also, the client is conveniently reminded of your ability
to support them with a variety of other services you provide that
are related to the task from their plan. So in all, they get a friendly
and timely reminder that you care about them and their success and
that you are available should they need you.
How it Works
To make Custom Reminders creating a series of email campaigns
especially for a particular client of yours. They are scheduled according
to when
Various sections of your email series could be standard to help
cut down your costs for implementing this solution.
Sample tasks that appear frequently
in a marketing plan, for example, that the client planned to
execute on their own:
- Send X number of letters to new suspects/prospects
- Call X number of suspects/prospects
- Submit new ad to publication
- Create brochure
- Write article for magazine to improve PR
- Write press release and submit to various publication
- Attend networking event
Sample reminder email might look
like this (custom fields bolded)
| Subject: Your Marketing
Plan
Hi Ellen,
Just wanted to send you a quick friendly reminder that
the task of preparing an introductory letter to send to
new prospects is coming up this month.
I know that you are busy, so just in case you see an
advantage to delegating some or all of the work, I wanted to
let you know that I can schedule some time to help you with
these tasks at various capacities, such as:
- Writing the letter for you
- Editing the letter after you've written it
- Locate 25 names and addresses of individuals or
business owners that you could add to your marketing
database and send letters to this month.
- (whatever other services that you could provide)
Let me know if you'd like to proceed with any of these
or if there is anything else I can be doing to support you
in your efforts to bring in new clients.
As always, you can reach me at 555-555-5555
I hope you're having a great February!
Your Full Name |
Have these things in mind when you contact
me so that I can prepare an estimate for you:
- How many clients do you have who might benefit from this
service?
- How many tasks might be standardized?
- What services would you be able to provide for those
particular tasks?
- How many clients have plans with tasks that are scheduled
daily? Weekly? Every other week? Monthly? Every other month?
Quarterly? Annually?
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