Entry #5: Strengthen Client Relationships by Getting Personal!


Who doesn’t appreciate having their birthday acknowledged or receiving a get well wish while recovering from an illness?

Entry 5 Get Personal

Let valued clients know that you truly care, not just about their business—but about them! Collect birthday and anniversary data and set CRM alarms to remind you to recognize special celebrations in your client’s lives. Take note when a client mentions they have a special occasion on the horizon, or they’re looking forward to a vacation. See this information as an opportunity to send a personal note that demonstrates that you are listening and care about their happiness.

Letting your clients know that you’re thinking about them goes a long way. And note, the remembrance need not be handled in a lavish manner. In fact a hand-written card, an e-card, or small gift is the perfect way to say, “I appreciate you.”

Thank you,
Lisa Freidman, 
Founder and CEO
Allen, Maxwell & Silver Inc.
190 Sylvan Avenue
Englewood Cliffs, NJ 07632
Phone: (201) 871-0044 ex.127
Fax: (201) 871-1197

About Dan Gallo

I'm a small business lifer, starting/running businesses since I sold seeds door-to-door as a kid in The Bronx. I've played guitar and enjoyed baseball since I was 5 (born a NY Yankees fan). Just prior to marrying Kim in 1983 I became a Christian. We have two sons; Daniel's a musician & social media expert with a smart, insightful sense of humor, and Adam who recently graduated from Brooklyn College double majoring in Creative Writing/Literature and Anthropology. Adam now works in the non-profit sector. Since 2002 one thing we love to do together is go on service/missions trips to Belize. We've collectively spent 60+ weeks in Belize with this missions organization http://twaw.org. I started my 1st company in January 1985, and been self-employed ever since. I sold my last company, Mentor Communications Group, in '04. After 2 years w/ the acquiring company I started The Allasso Group, LLC doing Small Business Consulting, Fund Raising/Capital Raise-up Campaigns, Sales Strategy, Outsourced Sales Agency work, & Digital Marketing Programs (Social Media, SEM, etc.) since April 2006. Notable projects: Hired as Small Business Advocate and Social Media Director for IBM's "Supplier-Connection" - Feb '11-Dec '13. Hired as COO to help turn-around late stage start-up software company myVRM. Jul12-Dec '13 Hired as CEO of CoupleWise.com, a Digital Health2.0 app, to write business plan, raise seed capital, & completely redesign and relaunch the app. Aug '16 I won a Finalist spot for MassChallenge UK's 2016 fall cohort in London from Sept thru Nov. Started Oct15 - Current. I enjoy helping turn-around struggling small businesses, and launching new business ventures. Feel free to contact me with opportunities.
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