Congratulations, you’ve landed a new member! Or, perhaps you prefer the term “client.” Either way, you should be excited; in this particular climate, sparking fresh interest in any kind of business can be challenging. Yet, you did it, and now comes the next part: What to do after you have officially landed that member/client.
The following essential list of to-do’s will help ensure you not only keep your member happy but that you KEEP them—period! Take a look; you will discover the list can apply to everyone and anyone.
1.Welcome Your New member
A simple “thank you” goes a long way. Remember, with today’s competition, it is more important than ever to stand out. Nothing will help you stand out more than by showing appreciation to any new members. Make sure to welcome them and thank them for choosing you/your business. This can be done in person, via card, or even email. Though, written form will likely make a lasting impression. Also, reinforce all of the benefits of choosing YOU!
2. Make a Smooth Handoff
If you think about it, this new member has joined your family—let them know that! Introduce them to your staff (i.e. their new family and friends). Specifically, make sure they are acquainted with their person of contact and ensure it is a good fit by all involved parties.
3. Get Them Onboarded in a Fun Way
During the initial meeting—orientation, if you will—give your member all of the vital information they will need to easily navigate your business and get the most from your services. This information could include passwords to access certain areas, emails, phone numbers, a glossary of keywords, etc. If you could present this information in the form of a video, even better! Videos are much easier to understand and leave a lasting effect!
4. Be Their New Best Resource (Goodies Added)
Do you have a new client kit? You should! This kit can include anything pertinent to the relationship with your new member (i.e. relevant paperwork, files, contact information, etc.). Spice up this kit with some goodies, though! Everyone loves goodies. Make sure to properly read your member to get a better understanding of their likes, but in general, these goodies could include a t-shirt, healthy snack, water bottle . . . You get the idea.
5. Connect with Them on Social Media
Whether it is Facebook, Twitter, or Instagram, almost everyone is on at least one social media platform. Connecting on social media will not only allow you to know your member/client better but is also a great way to network with “friends” of your member.
6. Meeting with the member for the First Time
There will come a point when you have that first review meeting with your member. Be sure to deliver value and explain the service you’ve performed so far. The most essential take away from this step is that your member feels comfortable and knowledgeable. This is a perfect time to verify any information that may seem unclear or complicated; encourage questions during this meeting.
7. Ask for a Referral or a Review
The best way to drum up more business is word of mouth. You can ask immediately or wait until your relationship has blossomed and become strong. Asking for a referral or a review (or both!) is completely acceptable and a good business practice.
Incorporating these seven items into your new member onboarding process will get your relationship off to a great start. By showing your member they are important, you stand a better chance of securing their future business and attracting even more potential members.
If we can help with any additional questions, please contact us at any time.