10 Things to Get Your Client to Remember You

happy clients speak with advisor
Steve Debenport_iStock_clientlove
Share this content

In order to engage your clients, you need to focus on what they love, avoid what they don’t,  assess your marketing methods and business style and challenge yourself (and your firm) to improve your client satisfaction.

As such, here are 10 ways to accomplish this:

1. Clients Value “Good Service” More Than “Fast Service”

Clients who receive knowledgeable advice from an expert are definitely going to have a memorable experience and opt to share that with family and friends. At the same time, numerous studies have shown that clients who received rude or rushed client service immediately abandoned the product or brand.

2. Clients Appreciate Hearing Their Name

People are more interested and attentive when they are addressed by their name. Whether it's a transaction, question or client service issue, a person appreciates a business that takes the time to be personal.

3. Surprises Feel Good

People love surprises and those good feelings go a long way. Many small businesses and entrepreneurs benefit from obtaining a spontaneous smile from their clients. Small surprises come in the form of thank you notes, a postcard remembering a birthday or anniversary, or a gift in the mail. Sometimes a phone call from higher up such as the CEO of a business shows that clients are very much appreciated and looked out for.

4. Focusing on What the Client Wants

Surveys, polls, and asking for feedback are a great way to ensure the client is happy with what they’re getting. Retrieving information on how people use a product and what they’re really looking for can go far when it comes to innovation of a better product and creating an overall better experience.

5. The Extra Mile

The Journal of Applied Social Psychology showed that researchers were able to increase the waiter tips by a little over 23%. Waiters accomplished this by following up with a second set of mints after they brought their clients the check. This simple method managed to please clients, ultimately resulting in better tips.

6. Email Support

Who wants a headache when corresponding via email? Not me. People love efficiency with patience. Clear, straightforward information given in a diplomatic manner create a perfect experience. Email etiquette should create a lasting memory of being positive and memorable for the client.

7. Time, Not Money

Although people want to save money, it's not necessarily their only focus. Clients should also be reminded somehow of the benefits of time well spent, or having a good time being associated with your brand. The product should evoke good feelings and great memories. At times, this is a more powerful tool than savings alone.

8. Emotion Through Storytelling

People enjoy being transported to another place. A well told story can often be the most persuasive form of writing or speaking. It allows businesses to leave a powerful and lasting message to their listeners (clients). This is an effective method to draw someone in and hold their interest.

9. Loyalty Programs

What is a loyalty program? This is simply a marketing system instituted by a business that rewards purchasing behavior. In turn, it may increase the client’s urge to stay loyal to the company. Some excellent facets of a loyalty program are store credit, prizes, and special discounts.

10. Random Acts of Kindness

Creating goodwill with clients can be one of the most effective methods of obtaining a lasting client. Sometimes it's more about a random act of kindness that creates a memorable brand, rather than the cost of what it takes to reel a client in. Provide a “just because” discount code, a donation program for purchases or even a small gift inside the product as a token of appreciation.


Everyone has a love story. When they first met someone that sparked interest to the unforgettable moment when they knew that person was the one. Client satisfaction can be one remarkable experience that creates a solid relationship forever.

Using a small amount of effort and creativity, firms can create magic moments that reap huge results: increased client gratitude and loyalty. Remember, the interaction will only last minutes but their love and confidence of your brand could last a lifetime.

Find out what your clients’ love stories are!

The original article appeard on the SoCo Tax blog site. 

About David Harmon

David Harmon

David is CEO and Founder of SoCo Tax & Cloud Accounting Services. He has over 20 years of experience working with accounting software and system design.


Please login or register to join the discussion.

Mar 5th 2018 00:12

Providing excellent service may also results in 5-star reviews on google, which drives new clients.

- Gary M. Kaplan, MAcc, MST, C.P.A.

Thanks (0)
Jun 25th 2018 00:01

thank you

Thanks (0)