The art of client gifting
Judge me. I did my Christmas shopping in January.
Don’t get me wrong; I am fully aware of the cons of January sale Christmas shopping – more to the point, that I am being conned. Can we get a round of applause for all of the ‘Marketing Melissas’ of the world? Your cheeky tactics of anchoring and loss aversion empty my pockets each and every year.
(Stay with me here – I circle around to the relevance this has to you, darling business owners, in two ticks.) How impersonal of me! Well, not really. I spend the remaining 11 months gathering all sorts of data on my lovely loved ones. And hey presto! That creates a bunch of wish lists.
Now, let’s talk about how this applies to your business. As part of our client retention service, we offer thoughtful client gifting, which includes:
- Onboarding and welcome gifting: First impressions matter; a small token can set the tone for a lasting relationship.
- Birthday and special event gifting: Remembering important dates shows clients you care.
- Christmas hampers: A delightful surprise can strengthen ties during the festive season.
If you’re a super-organised machine with a monster of a CRM filled to the brim with client information (FYI, no one’s CRM is at that level – well, maybe MI5’s), then great! But if you’re like most of us and need a client retention process drawing out, implementing, and executing, then never fear; we’ve got you covered.
Creating workflows in monday.com
Now that we’ve established the importance of client gifting, let’s pivot to creating workflows in monday.com. For those new to the platform, monday.com is a robust tool that helps you manage projects and tasks efficiently. Think of it as your virtual office assistant for managing workflows.
Implementing a systematic approach to client management is crucial. Here’s how we can help you streamline your operations:
- Workflow automation: By automating general admin tasks, you free up your time for more strategic thinking. monday.com allows you to create automated reminders for important dates and tasks, ensuring nothing slips through the cracks.
- Tool integration: Integrating monday.com with your existing systems simplifies your workflow. Whether you’re using email marketing tools or CRM systems, having everything in one place enhances productivity.
- Collaboration: Foster teamwork with clear visibility on tasks and deadlines. Everyone involved can see what’s happening at any time, promoting accountability and efficiency.
Did you know that 86% of employees and executives cite lack of collaboration or ineffective communication as the primary cause of workplace failures? This statistic underscores the necessity of seamless communication and project management systems in your business.
The importance of personal touch
In a world where everyone is striving for efficiency, let’s not forget the five love languages when interacting with our clients: words of affirmation, acts of service, receiving gifts, quality time and physical touch (okay, maybe not that one in a professional setting!).
Each language plays a role in how clients perceive your commitment to them:
- Words of affirmation: A simple thank you can go a long way.
- Acts of service: Offering your help during busy times shows you care.
- Receiving gifts: A thoughtful gift can strengthen client relationships.
- Quality time: Make an effort to check in regularly.
A mindset for growth
To truly excel in client relations, it’s essential to maintain a growth mindset. As Carol Dweck, a leading psychologist, said, “Becoming is better than being.” This means constantly seeking to improve how we engage with our clients. Whether it’s refining our virtual admin solutions or enhancing our virtual assistant services, the goal is to create lasting relationships that foster trust and loyalty.
As VA’s, we wear many hats, from diary managers to project managers. The value we bring goes beyond just administrative tasks; it’s about nurturing relationships that can elevate our client’s experiences. So, let’s get started on making your clients feel special, whether they like gifts, kind words, or just great communication.
Are you ready to transform your client relationships? Get in touch with us today to learn how our virtual assistant services can help you elevate your business!
FAQs
What is diary management?
Diary management involves organising and managing appointments, schedules, and meetings to ensure efficient use of time.
What is a virtual administrative assistant?
A virtual administrative assistant provides remote administrative support, handling tasks like email management, scheduling, and data entry.
How can I hire a virtual PA?
You can hire a virtual PA through online platforms or virtual assistant companies that match your specific needs.
What are the general admin tasks for a virtual assistant?
General admin tasks can include email management, scheduling, data entry, and customer service.
What is the role of a virtual project manager?
A virtual project manager oversees projects remotely, ensuring deadlines are met and resources are used efficiently.
By embracing these strategies, you can take your client relationships to new heights while freeing up valuable time to focus on what truly matters – growing your business!
To see how Eto & Flow could benefit your business, simply get in touch today – we’d love to walk you through your options.
