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5 Best Practices on How to Follow-Up with Clients

September 26 2015

follow upwithclientsWe consider ourselves follow-up experts. Granted, sometimes these follow-ups are delayed, or they may not contain all of the right words — but we're human.

We've written about how to write an effective follow-up email, generated templates for the best follow-ups, and what to do after a follow-up. Although these have been for a much broader audience and for best practices, we understand that advice isn't a one-size fits all sort of thing.

A follow-up is essential in staying top of mind and getting referrals to new clients. Following up is also a must for existing and past clients; it expands your network and cultivates the one you have currently.

With the influx of even more places to communicate, how should a you follow-up with clients? Knowing the right time, place, and how is extremely important. We'll dive into the best practices on how to follow-up with clients.

Existing Clients

1. Projects

You were hired because of your insights and guidance as an expert in your field. However, sometimes clients may slip through the cracks, or your own communications to them may make them fall by the wayside. This is your perfect opportunity to reengage with your clients to make sure you are following up with what they needed you to do in the first place.

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