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Get New Clients

Here are some sample scenarios that use different approaches to help attract potential clients.

Tools:

There are a variety of ways, or vehicles you can use, to introduce your practice to prospects as well as reinforce your expertise to clients. Each communications vehicle has its standard purpose and format.

Colleague Referral Letter

Referrals from colleagues may play a role in acquiring additional clients. A great deal of the success of a letter — or verbal referral request — may be in the timing. An opportune time to request a referral may be following an announcement, such as an acquisition, new offering, or new executive.

Client Referral Letter

Referrals from clients may play a role in acquiring additional clients. A great deal of the success of a letter – or verbal referral request – may be in the timing. An opportune time to request a referral may be following an announcement, such as an acquisition, new offering, or new executive.

Executive Biography

A brief overview of an executive’s title, responsibilities, and career background can be used as background if he/she will be speaking with the media or when introducing a new executive.

Pitch Letter

A one-page letter about a topic of interest and offers the reporter the opportunity to talk with an executive on that topic. Instead of announcing news, a pitch letter points to a trend and may help to position yourself.

Fact Sheet

A bulleted document providing key facts related to a specific topic, a fact sheet could be a brief overview of a firm or a new resource/offering. Fact sheets provide at-a-glance background information.

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