Creating a Communications Plan

One of the main benefits of a CRM system is that it can help you maintain contact with your customers and prospects.

We all know we need to be in touch with our customers on a regular basis but it is often a task that gets put on the back-burner, especially when we are busy. But it is very important if you want to uncover the goldmine hiding in your database, and turn your prospects into customers.

One way to ensure that you actually achieve your communications objectives is to put together a plan for 12-months ahead. It can be as simple as detailing the communication to be sent out and the contacts to be made, such as personal phone calling. Decide how you are going to communicate with your clients – phone, email, newsletter etc – and determine how often. (Read our guest blog below for more on this.)

When planning your communications, think about the resources you have at your disposal and what you will need to buy in. For example, do you believe you can competently write, design and deliver a newsletter using MailChimp? If not, you will need help. Factor the time and the cost of what you are doing into your planning.

Creating a plan is a key task at the beginning of each year so you have a clear outline of what you will be doing to contact and keep in touch with your network of clients and potential clients.

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