We recommend stratifying your clients--in other words, sorting them into tiers. For instance, you can decide to use four tiers, A, B, C, and D. You can then create a customized field on your contact record layout, by which you can label your clients. If you go through your clients, you can quickly label them an A, B, C, or D, in your tier field and you save yourself work for next year, too.
Once you have your database of clients stratified, you can update them based on how your business changes. At our office, we have a custom report that takes different variables into account (frequency of business, quantity of sale, how long someone has been a client, etc.) which we can then run every month. The report generates a list of what tier each client should be at, and we then update our contact records accordingly. This way, we can quickly pull up a list of our tiered clients and market to them using the levels as a guide. We may check in with our A's once a month via phone to see if there is anything they need. We may check in with the B's just as often, in hopes they become A's. You may want to run a drip marketing campaign so your C's and D's keep you in mind, even if they don't need your services as frequently.
And for the holiday season, you can run a quick look-up of your contacts by tier, and you have sorted mailing lists ready to go. You can refer back to our previous blog to learn how to print mailing labels or envelopes for holiday cards. And if you are interested in our help setting up a stratification report like ours or customizing fields, please give us a call at 847-520-0860.
And from the KSC team, we sincerely hope you have an enjoyable holiday season with you and yours. Thank you for visiting our blog. We are grateful for your readership!