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networking, sales
How to welcome new clients

I have recently been discussing networking your business to get referrals and new business. Once those turn into a business deal, do you know how to welcome new clients?


In-Person Meeting

Meeting in person still holds so much value in the business world. Many things can be confused over email and it doesn’t make for an easy business partnership if your client feels confused. Your first step should be to schedule a meeting with them to go over the basics and really explain how your process will work. This takes out any surprises because you’ll explain your business’s process and have the ability to answer their questions right then and there. You can have this meeting at your favorite local coffee shop, lunch spot or even at their office. Doesn’t matter as long as you meet in person. Don’t forget to discuss your overall goals. Let’s say you are assisting in one aspect of their business, it does not hurt to know what their big goals are. This will help keep your goals aligned with theirs.


Follow up with the Details

After your meeting, you should send a follow-up email. It should thank them for their time along with an overview of the items discussed and what the next step will be. This way they have something to reference as the process of your client relationship begins.


Be Ready and Willing to Answer Questions

Sure you had your initial meeting to answer their questions but that doesn’t mean more won’t come up along the way. You should always let them know you would be happy to answer any questions. This may seem silly but I don’t think you can ever express your willingness to answer questions enough. For example, if I send artwork to a client for approval, I almost always end with “please don’t hesitate to let me know if you have any questions.” This seems a little more welcoming than just saying “here is the draft of your artwork.”


Handwritten Thank You’s

After your first project is complete, a handwritten thank you note is a nice touch. This is something that most people don’t expect but are pleasantly surprised when they received it. You could send an email saying thank you but it really doesn’t express your true appreciation like sitting down to handwrite a card.


The most important thing to remember is you can’t be too thorough. These may seem like simple, no-brainer points but people tend to overlook the basics. You want your new client to feel like they are aware of what is happening during every part of the process and if they are unsure, you’ll be there to help. This process leads to successful on-going business relationships.

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