- Check to make sure that your information is up to date.
- Upload a professional photo.
- Be sure to regularly update your client information.
- Set yourself a goal to include five new emails per week.
- Be sure to properly identify new prospects. The introduction text is different for new clients, new prospects and new group plan clients.
- As soon as you find out that a client’s contact information has changed, update it in your Actualis database.
- Contact clients to determine their overall satisfaction with products and services, then suggest a meeting to review their needs.
- Contact clients again to confirm their address, follow up with them and gauge their interest. Promote the benefits of the newsletter:
- Articles designed to help clients make informed decisions
- Subjects that vary according to the season
- Can be accessed from any web-compatible device
- Since it’s an e-newsletter, it’s environmentally friendly, but it can be printed out
- Because your contact information is listed on the first page, it’s an easy way for the client to contact you quickly if necessary
- More frequent contact by you ensures the client enjoys the best possible service
- When an email "bounces" take the opportunity to contact the client for their correct email address.
- Check your readership totals. If the figures are low, ask yourself why.
- Have I properly promoted the e-newsletter from the very beginning?
- Do I have up-to-date email addresses?
- The client receives an email from me without opening it… Do I need to do more to make sure I’m top-of-mind with that client?
- Do my clients have the ideal profile to receive a newsletter such as Actualis?
- Should I try to contact my clients again?
- When a survey is included with the electronic version of Actualis, click on the answers to see who responded to each question. This can provide you with opportunities to contact your clients again.
- For any new prospect, use Actualis like a business card. Write down their email address, then send them Actualis.
