REI WEALTH MONTHLY Issue 36 (The Best of REI Wealth Monthly) | Page 49

Give something away
Say thank you. Manners matter
EFFECTIVE COMMUNICATIONS CAMPAIGNS FOR PROBATE BUSINESSES LEON MCKENZIE
Likewise, when you position your direct mail messaging, asking for someone to either call your cell phone or send you an email gives them options to receive more information. In the probate industry, developing a sense of trust with your potential clients is critical. Therefore, keep your call to action doable and appropriate.

Give something away

Another way to tackle the call to action difficulty is to offer a freebie with contact information. Many companies have found this to be an effective strategy to collect contacts. If you have written an article, blog or white paper on dealing with a probate or how to sell probate assets, then offer to send potential clients a copy of the article if they will provide their contact information. This gives potential clients an opportunity to learn more about you and your business in a way that is nonthreatening and allows you to collect data on them in the process. If you do choose to give something away, make sure that it is offered via instant delivery. A delay in receiving the freebie can be problematic and can cause you to lose customers, especially in a trust­based business like probate investment.

Say thank you. Manners matter

Saying thank you, even if it is an automated communication after a potential client submits data says a lot about you and your business. If you are using a direct mailing piece and you do get a response, having a pre­printed“ thank you for contacting us” or“ thank you for your business” postcard can be an easy and inexpensive way to show your appreciation. If you decide to use a thank you note as part of your communications campaign, then make sure to include the contact information for your probate business and a short line about the services that you provide. That post card may be the one item that clients keep for the long­term.