Emphasize the Importance of 12/4/2 Meetings to Your clients


Here is a suggestion on how to teach your clients that their monthly 12/4/2 appointments are important to them and to you.

At the end of every contact, even with those clients you speak to regularly, be sure and add this script:

“I will send you an email summarizing our time together today (see sample in “Downloads”).

By the way, I look forward to talking to you during our next regularly scheduled appointment which, as you know, is always on the first (name your day)  of the month at (name your time) time.

Of course, we are always available in case of an emergency, but in the meantime you can write your thoughts and questions in your folder (mini-me folder) on the last page so we can talk about them during our next regularly scheduled contact.”

You have not only made the client feel important but you have reminded them of the importance of a scheduled appointment in a pleasant and non-intrusive way.