February is often equated with its most romantic holiday, Valentine’s Day, and in particular, with showering your loved ones with tokens of your affection. Along these lines, we started wondering how often we, as businesses who work closely with our clients, make it a point to reciprocate the love we get from them.
When clients come back to us time and time again, they are letting us know they appreciate what we do. This month, we want to talk about how to return that kindness.
Of course, what you consider your “best client” may vary. Do you want to thank clients who buy a lot in net purchasing? Or is it the clients who are consistent return customers? Or do you have clients who always make contact with you around the holidays? All of these things can be tracked in Act!.
Once you decide what your criteria is, you can set up Act! to stratify your clients. Creating a field called “prospect level” or “client level” gives you a place to track what kind of client you have. You can then choose a method of tracking them. You could go with a hierarchical classification, like assigning clients “A” through “D” status, or you can use descriptors, like “frequent customer” or “loyal promoter.” Once your contacts labelled in this way, it’s easy to run a search for everyone who is an “A level” client or a “frequent customer.”
Need help setting up client stratification? Contact us via email at email@example.com or phone (847) 520-0860.