July 7, 2022

You should avoid (and dread) the “just checking in” email

We’ve all been there.

You recognize a communication gap, know you need to connect, but don’t know what to say.

After contemplating a few options, you struggle to find a meaningful topic and decide to “check in.”

The problem is:

  • It is uninspiring
  • It lacks originality
  • It has no personal touch
  • It shows a lack of intention
  • It does not serve your brand and service model

If you find yourself in this position, you have a tremendous opportunity to improve your service model and drive proactive, meaningful communication with your clients.

Through Advice Priming, you can build better habits to:

  • Create topics quickly
  • Maintain consistent communication
  • Deliver proactive service
  • Highlight your expertise
  • Reinforce your brand
  • Build relationships
  • Create efficiencies

Advice Priming is an architecture of techniques that creates a planning environment that makes your next action easy.

It starts with a menu of potential conversations:

  • Nudging on action items
  • Reminders about upcoming interactions
  • Recommending advice or action
  • Sharing firm news
  • Asking about situation changes

But relies on a series of systems to provide a fully customized, personal client experience.

  • Archiving and recalling notes
  • Tracking activity
  • Creating a client-specific roadmap
  • Developing a regular communication rhythm

Advice Priming is one of many techniques we cover in our Advice Optimization System.

Want to learn more? We would love to chat.

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