Client Appreciation

LOVE-AFFAIR MARKETING™ 

LOVE-AFFAIR MARKETING™ CHECKLISTCA3 

1)  Mail extensive personal questionnaire to clientsCA4 

2)  What clients can expectCA5 

CLIENT CONTACT 

CLIENT CONTACT CHECKLISTCA7 

1)  BirthdayCA8 

2)  Client anniversary with practiceCA10 

3)  Wedding AnniversaryCA12 

4)  Birth or adoptionCA14 

5)  Illness or deathCA146)  Random Acts of KindnessCA15 

7)  Audio presentationsCA16 

8)  Gift ideas CA17 

9)  NewsletterCA17 

10) Weekly market commentaryCA18 

11)Special mailingsCA21 

12) Monthly/Quarterly CallsCA22 

SEEKING REFERRAL 

 SEEKING REFERRAL CHECKLSITCA24 

1)  Filter A+ & A clientsCA25 

2)  Send seeking referral letterCA25 

GENERAL EVENTS 

GENERAL EVENTS CHECKLISTCA27 

1)  Event ideasCA28 

2)  Client event checklistCA28 

3)  Invitation checklistCA29 

4)  Client event budgetCA29 

5)  Food and drink suggestionsCA30 

6)  Reservation lineCA30 

7)  Entering RSVP information in contact management systemCA31 

8)  Event sign-in & evaluationCA32 

9)  Event nametagsCA35 

10) Prospects attending eventCA37 

11) Visualize the eventCA38 

12) Compliance requirements for eventsCA39 

13) Event agendaCA40 

MISC. EVENTS 

MISC. EVENTS CHECKLISTCA41 

Office Wine Event 

1)  InvitationsCA42 

2)  Place cardsCA42 

3)  Wine menuCA42 

4)  Wine for the eventCA43 

5)  Food for the eventCA43 

6)  Table set-upCA45 

7)  Dinner billCA45 

8)  Prospect packetCA45 

9)  Event coordinator’s role during eventCA46 

Dinner and Presentation Events 

10) DinnerCA49 

11) PresentationCA51 

Annual Holiday Brunch Event 

12) Facility arrangements/set-upCA53 

13) EntertainmentCA53 

14) Table set-up/centerpiecesCA54 

Friday Afternoon Club Events 

15) Staff and/or clientsCA55 

16) Food and beveragesCA55 

17) Conference room set-upCA55 

Resources

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TEMPLATE 1: Client Appreciation