Keeping Track of Your Clients 12/21/2009
![]() Are you wanting more clients? When I ask Practitioners this question most say an emphatic 'Yes!" but most aren't being diligent in tracking where their exsisting clients are coming from. Whether you currently have 5 clients or a database of 500, taking note of how clients are finding out about you is vitally important for growing your exsisting Practice. You see, I often tell the Practitioners I coach: you don't need droves of new clients, but a steady group of satisfied clients who remain loyal to your Practice and refer others to you. And one procedure that is absolutely essential for a thriving Practice is to start tracking where your clients are coming from. In that way you'll be able to assess what marketing strategies are working to attract clients to you and which methods are not working at all. Here are two opportunities to find out from your clients how they heard about you: 1. During the f*ree consultation If you aren't already, I highly recommending offering a powerful complementary phone consultation. You'll find more clients will book sessions, and I cover exactly what to say in my class: The Power of the Free Consultation. During this brief call you can ask your potential client: "Who referred you?" or "How did you get to know about me?" 2. On the intake form On your intake form or questionaire have a space for them to fill out: "How did you hear about me?" I then encourage you to create a New Client Tracking sheet to keep a list of all new clients on one list. Mark down the date, their full name and how they heard about you. It would look something like this: Date: Name: How did she/he hear about me: 12/02/09 Jane Smith My client Susan Tailor 12/15/09 Joesph Gonzales My Pracitioner listing on (name website) 12/18/09 Dory Pivo Attended my workshop (title of class) 12/20/09 Catherine Abazzi Chiropractor (name) 12/23/09 Thomas Pope Facebook I keep them on an excel sheet, but any method is fine. Just keep it simple and make sure and ask each and every new client how they heard about you and start tracking it. The information you've gleaned on this tracking sheet is gold! On the last week of the month, take some time to review this document. Note what's working to draw in your clients. Here's some pointers:
If you'e feeling overwhelmed or not sure where to start when it comes to attracting clients, I'd love to assist, it's my passion! Join our Success Circle where I'll show you exactly how to build your Practice in an authentic way.. Visit this site for more info. CommentsLeave a Reply |

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