Posts Tagged ‘Triggers’

Profiling Your Clients

Monday, November 9th, 2009

I was working with a client last week on defining her clients. As we were talking, I was telling her about profiling, and what fell out of my mouth was, “You need to profile your ideal client. You know, the way the FBI profiles serial killers.”

Yes, I love reading thrillers, in case you hadn’t guessed. But I realized there was a good bit of truth in what I said. When profiling, law enforcement professionals look at a lot of categories, including age, marital status, education, types of jobs, make and model of automobile and a host of other criteria.

Have you looked at your clients and asked those types of questions?

In what age range does your average client fall? Teen? Young working professional? Baby boomers? Retirees?

What about level of education? Is your offering going to resonate better with someone who has a college education? Does it matter?

You can ask yourself the same questions the FBI asks. The answers will help you refine your thinking. The profile itself won’t define the message you send to your network, but it will help make it more specific and targeted.

Come back tomorrow when I take a sample profile and use it to develop specific triggers to use when asking for referrals.

And if anyone wants to share their profile, please feel free to leave it in the comments. You never can tell when a reader of this blog might know someone who matches.

Be First In Mind With Your Network

Thursday, September 24th, 2009

I had an interesting experience this week that illustrated the point of being first in your network’s mind. I was meeting with a mortgage loan officer who has an interesting way of helping realtors fill their pipeline. Obviously, he wants to meet realtors.

So I started thinking. Who do I know who is a realtor? I have a client who is. Obviously he was the first one to come to mind. There was one who almost became a client last month. That contact was still pretty fresh, so I thought of her. Next I thought of the realtor who used to be in BNI with me. We haven’t spoken in a while, but seeing someone every week for more than a year does make an impression. Then later in the day I remembered someone who was briefly a client early this year. We haven’t spoken since, but I thought of her because she recently friended me on Facebook.

See how it works? The person I see weekly was obviously first in mind. Someone I saw about a month and a half ago was next. Someone I saw weekly two years ago was next. And the person I only met with a few times might have been forgotten except that we recently had contact through social media.

This was a pretty good example of how you really do need multiple touches to build enough of a relationship that your name is triggered. And a mix of in-person and on-line can be effective to keep and build that relationship.

Does anyone else have a story of ways you stayed “top of the mind” with your network?