I learned this business tool from a hairdresser I had when I was a teenager. She would keep an index card for each of her clients with basic information. It worked well for her because she would have what coloring information she needed. She would also include information like what part of town clients lived in, names of spouses, hobbies, anything that might help her make conversation and make her clients feel more at ease. Starting out, I used this same tool with my rolodex. I might include an agency name and contact information but also would include the person with which I did the most business. If information came up that I thought might help with our interactions, I would jot down notes on the back. It means a lot to people when you remember them, when you ask about life events that are important to them. “Brenda, this is Gabrielle from Company A, how are you? When we last spoke you were about to have a grandchild, any baby news yet?”
November 12, 2009
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