How can you help your team build better client relationships?

Empowering your team to make decisions is a crucial element to relationship building. I introduce my team to everyone I work with so that it broadens their contacts and also demonstrates how and what my line of thinking is. That enables teams to stay on the same page OR to find better solutions. Encourage your staff to get out of the office and meet clients, vendors and competitors. Good things come from that engagement.

Immediate Response is the first step to build relationship with clients. Second, Communication should be professional and every aspect of communication matters alot.

En la construcción de relaciones favorables entre el equipo de trabajo de cualquier institución y los posibles clientes, es necesario tener en cuenta varias cuestiones. 1. Un aspecto importante a destacar es el de ofrecer valor real al cliente. Que este sienta que su producto o servicio es de gran importancia. 2. Otro parámetro a considerar es la capacitación constante al personal. El brindarle a todos los miembros, detalles y características del cliente, lo que espera recibir y estrategias para que este último se sienta cómodo. Comprometer al equipo en el servicio al cliente. 3. El ser responsable con lo que ofreces y lo que das, tanto por el equipo como por los clientes. 4. Buscar nuevas estrategias para la retroalimentación

Understanding Client Needs. Effective Communication. Collaborative Problem-Solving. Reliability and Consistency. Personalized Service. Continuous Learning and Improvement. Celebrating Success Together. Setting Realistic Expectations. Flexibility and Adaptability. Value-Added Services. Feedback Mechanisms. Crisis Management Planning. Long-Term Relationship Focus. Empathy and Emotional Intelligence. Stress the importance of empathy and emotional intelligence in client interactions. Train your team to understand and respond to the emotional aspects of client relationships.

To enhance client relationships, encourage effective communication, understand client needs, provide timely responses, and foster a proactive approach within your team. Regular feedback and a client-centric mindset can also contribute to building stronger connections.

In my experience, delivering value to you clients is directly linked to knowing your client. One thing that worked well for us at Kelsen was establishing constant feedback loop with clients. During those feedback sessions we were able not only collect customer suggestions, complaints and inquiries but also uncover hidden customer's needs.

I don’t only strive to find new ways every year of providing value throughout the real estate sales process to my clients, once they close with me, I am constantly delivering new value in different ways, especially to those I have built strong relationships with. I send flowers when they have a baby, send holiday cards, notice when they post a promotion on social media and give them a call to congratulate them, do annual home reviews to share where they are at with their investment strategies, see them in person at least once quarterly, invite them to community events. For clients in Aspen, we help them coordinate their travels and meals and itineraries when they are in town. Adding value will be fulfilling to you, and appreciated by them.

One thing that I found helpful in seeking client's feedback is open channels of communication. Not all clients value reoccurring meetings, some looks at them as a burden. Therefore, you should create channels of non-constant communication, in my case we used Slack and MS Teams and integrated them into JIRA ticketing system to track all comments from clients.

Il faut limiter uniquement à la mise à jours des informations de la fiche base de données des clients. Trop les solliciter, c'est parfois trop leurs demandés.

The best approach that worked for us, was a combination of feedback loop and direct reach outs to clients, of course depending on type of relationship. The worst thing you can do is to annoy client with your communication. That is why, we kept it all our communication outside on regular feedback sessions to messages via the established channels, such as Slack or MS Teams.

To have a close and frequent contact with your client is the very first step. But this contact needs to be productive, not only a coffee talk. Be sure to check with him if his last request was properly resolved, and if he was satisfied with your solution. Ask if you missed any step, or if you could anything better. Make sure that any problem that occurs, you prepare a plan to avoid happening again, and if inevitable, you have a fast action so the client doesn't feel the impact as the first time. Creating routines, and documentation for all exceptions, lead your team for a better response, or make the issues evitable.

I consider this step to be extremely delicate, as all of us have different characters and therefore different preferences on how much personal we bring to work. Paying attention to client's emotions and body language, was the best approach that worked for us. Another technic that works really well is to listen more then to talk, there are a lot of good talkers out there, and your client face them every day, but good listeners are hard to come by.

Through my and my coaching client agents’ experiences, paying attention to clients’ interests, emotional responses, what they mention or show as important to them - responding genuinely in a caring way to build naturally a connection with them - has resulted in long term relationships. When we truly care about our clients and what their interests are, we more easily meet their needs because we understand their needs and desires. An example is to think about some typical financial transactions in your past; what do you remember about the banker or car salesman or insurance salesman who had you sign the paperwork? If you are like us, we recall only the ones with whom we felt we had an emotional connection. Then the rest takes care of itself.