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20 questions
Get more info from clients with a mini-survey.
Many a successful follow-up program makes use of clients’ personal information, such as sending cards on birthdays and anniversaries or forwarding information that matches an individual’s interests. But how do you get the information?
You likely will glean a few tidbits through normal conversation, but why not ask buyers and sellers to fill out a client profile? You can explain that their answers will help you serve them better. On the questionnaire, do not limit queries to birthdays and anniversaries. Find out about their hobbies and family, ask about their profession or employer, and inquire about their community involvement. Don’t make the questionnaire too lengthy, though.
Be sure to transfer the information to your contact database. Let your clients know that you won’t share their personal information with anyone and make good on that promise.
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