Winning Clients in a Wired World - Front Cover








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“Winning Clients in a Wired World is an antidote to computer frustration, spelling out simple, practical ideas for using the technology you own together with the Internet to find more time and more business.”
—Myles Morin, Vice President, Wealth Management Sales
Manulife Financial

101 Ways to Get Closer to Clients

Brainstorming reasons for staying in touch with clients and others can be fun, but it's time-consuming. The list below can make the job a lot easier. The first 25 suggestions are included on pages 117 and 118 of Chapter 4, "Build Relationships Through Better Communication".

Because Web sites come and go, you'll also see keywords have been included which you can use to locate other sites on the same theme. Just click on the keyword set for each item listed to see Google's search results for those terms.

1Get clients' opinions on ways to improve your services.
(http://www.surveymonkey.com), (http://www.zoomerang.com)
Keywords: free feedback surveys

2Dispatch an intern to set clients up with online access to the financial accounts they have with you (and others).
(http://www.monstertrak.com)
Keywords: post college internship job

3Publish an opt-in (i.e., permission-based) email newsletter.
(http://www.bcentral.com), ( http://www.cooleremail.com)
Keywords: opt-in email newsletter

4Email an electronic birthday or anniversary card.
(http://www.bluemountain.com)
Keywords: electronic greeting cards

5Create and send a collage of famous events on their birthday.
(http://www.thehistorychannel.com), (http://www.todayinhistory.com), (http://www.biography.com), (http://www.on-this-day.com)
Keywords: today in history

6Clue them into what’s happening in the place where they were born.
(http://www.onlinenewspapers.com)
Keywords: online directory newspapers

7Show them how to order/refill prescriptions over the Web.
(http://www.drugstore.com)
Keywords: online prescriptions

8Point them to where they can get a free copy of their credit report.
(http://www.annualcreditreport.com)
Keywords: free credit report

9Send them flowers on Valentine’s Day (you love them, don’t you?).
(http://www.proflowers.com)
Keywords: flowers

10Make a donation online to their favorite charity.
(http://www.justgive.org)
Keywords: find charity make online donation

11Assist them in finding information on medical conditions.
(http://www.webmd.com)
Keywords: health medical

12Monitor news of their company or industry.
(http://biz.yahoo.com/industry)
Keywords: online industry news sources

13Give them a hand in researching career opportunities online.
(http://www.rileyguide.com)
Keywords: career guide

14Learn more about their religious traditions/beliefs.
(http://www.beliefnet.com)
Keywords: religions spirituality

15Show them an easy way to manage all their frequent flyer accounts in a single place.
(http://www.maxmiles.com)
Keywords: frequent flyer account status

16Help them shop for bargain airfares, hotel rates and rental cars.
(http://www.priceline.com), (http://www.sidestep.com)
Keywords: discount travel airfare hotels

17Point out how to renew their car registration at their state motor vehicle department.
(http://www.carbuyingtips.com/dmv.htm)
Keywords: state motor vehicle web sites

18Show them how to cut down the amount of junk mail they receive.
(http://www.dmaconsumers.org/offmailinglist.html)
Keywords: reduce junk mail

19Fill out change of address cards for them when they move.
(http://www.moversguide.com)
Keywords: change of address

20Assist them in finding financial aid or scholarship money for college.
(http://www.finaid.com)
Keywords: college scholarship guide aid

21Set them up a golf tee time.
(http://www.teemaster.com), (http://www.teetimes.com)
Keywords: golf tee time reservation

22Remind them when it’s time to change the oil, rotate the tires or replace the battery.
(http://www.carcarecity.com)
Keywords: car maintenance reminder service

23Give them a gift certificate to their favorite store or catalog.
(http://www.giftcertificates.com), (http://www.webcertificate.com)
Keywords: online gift certificates

24Shop with them for a new car.
(http://www.autobytel.com)
Keywords: new used car pricing service

25Shop for a lower mortgage rate or home equity loan.
(http://www.bankrate.com)
Keywords: mortgage rate comparison

26Boost their basic browsing skills.
(http://www.learnthenet.com)
Keywords: Internet guide beginners new user

27Take them on a tour of useful web sites.
(http://www.furl.net)
Keywords: collect web content view offline

28Create an online bookmark account listing their favorite sites.
(http://www.blinkpro.com)
Keywords: bookmark management

29Broadcast a list of the web’s best sites.
(http://www.forbes.com/bow)
Keywords: best of the Web

30Collect stories of interest from newspapers around the world for them.
(http://www.crayon.net)
Keywords: personalized newspaper

31Show them how to set up their own personal news feed of information from around the Web.
(http://www.quickbrowse.com)
Keywords: browse personalized newspaper

32Follow their favorite sports, teams, and players.
(http://www.50states.com/sports/)
Keywords: directory sports teams

33Invite them to join your fantasy sports league.
(http://games.espn.go.com)
Keywords: fantasy sports leagues

34Keep them clued in on cultural events in their area.
(http://www.culturefinder.com)
Keywords: search cultural events nationwide

35Show them the steps to shop for groceries online.
(http://www.peapod.com)
Keywords: buying groceries online

36Send them a CD of their favorite music.
(http://www.cdnow.com)
Keywords: order CD online

37Buy them a book by their favorite author.
(http://www.bn.com)
Keywords: books

38Create a “what clients are reading” list of interesting titles and authors.
(http://www.amazon.com)
Keywords: books

39Put your hands on an out-of-print book they’ve been trying to find.
(http://www.alibris.com)
Keywords: out of print books

40Create an online study group/community.
(http://groups.yahoo.com)
Keywords: free email groups mailing list

41Work together on a volunteer project.
(http://www.idealist.org)
Keywords: volunteering

42Help them post a resume online.
(http://www.monster.com)
Keywords: find job

43Guide them to sites about their hobbies or pastimes.
(http://www.about.com)
Keywords: expert guidance Internet resources

44Show them where to get answers to their kid’s questions.
(http://www.howstuffworks.com)
Keywords: how things work

45Help them set up an instant messaging account so they can connect with their kids or grandkids online.
(http://www.aim.com)
Keywords: instant messaging

46Give them a weather report before they head out of town.
(http://www.weather.com)
Keywords: weather report

47Let them know how to track flight arrivals/delays.
(http://www.flightview.com)
Keywords: flight status

48Set them up with an online travel agent.
(http://www.travelocity.com)
Keywords: travel planning

49Tell them how much their money will be worth where they’re headed out of the country.
(http://www.xe.net)
Keywords: currency exchange rates

50Show them how to translate words between languages online.
(http://www.freetranslation.com)
Keywords: online translation

51Establish an online bill pay account.
(http://www.paytrust.com), (http://www.paymybills.com)
Keywords: online bill pay

52Consolidate their financial accounts in one place.
(http://www.yodlee.com)
Keywords: online account balance aggregation

53Help them do research on buying a new computer.
(http://www.pcworld.com)
Keywords: pc news reviews buying guide

54Find them a local computer support resource.
(http://www.itmoonlighter.com)
Keywords: IT moonlighter

55Bring them into the broadband era: help them research high-speed Internet access providers.
(http://www.getconnected.com)
Keywords: compare high speed internet service

56Show them how to file their taxes online.
(http://www.irs.gov/efile/article/0,,id=98005,00.html)
Keywords: pay federal income tax online

57Keep tabs on what’s happening at their alma mater.
(http://www.braintrack.com)
Keywords: index universities

58Suggest where they can report chronic problems with spam (junk e-mail).
(http://www.abuse.net)
Keywords: report Internet abuse spam

59Help them eliminate spam before it hits their mailbox.
(http://www.spamkiller.com)
Keywords: software filter spam

60Let them know when their favorite movie or TV show rerun will be broadcast.
(http://www.tvguide.com/Listings/)
Keywords: guide favorite TV shows

61Help them order a movie online.
(http://www.netflix.com)
Keywords: order DVD movie online

62Buy them tickets to the latest movie blockbuster.
(http://www.fandango.com)
Keywords: buy movie tickets online

63Uncover trivia about their favorite actor, actress, writer, athlete, hobby or historical figure.
(http://www.funtrivia.com)
Keywords: trivia

64Guide them to sites for planning a wedding.
(http://www.weddingchannel.com)
Keywords: wedding planning advice

65Help them brainstorm themes for family birthdays.
(http://www.birthdaypartyideas.com)
Keywords: birthday party ideas

66Show them where they can learn about installing parental controls on the family PC.
(http://www.safetysurf.com)
Keywords: parental controls family PC

67Set up a web conference with your long distance clients.
(http://www.webex.com)
Keywords: online meeting web conferencing

68Help them trace their family tree.
(http://www.genealogy.com)
Keywords: genealogy family tree

69Hire a technology expert to speak at your annual client appreciation event.
(http://www.kipgregory.com)
Keywords: Kip Gregory speaking technology

70Show them how to get email alerts on breaking news.
(http://www.cnn.com)
Keywords: email alerts breaking news

71Give them directions to your new office.
(http://www.mapquest.com)
Keywords: directions map

72Help them find an old friend from high school or college.
(http://www.classmates.com)
Keywords: high school college classmates

73Learn about their favorite wines.
(http://www.winespectator.com)
Keywords: wine

74Help them plan the dinner menu for their next party.
(http://www.epicurious.com)
Keywords: recipes

75Publish a booklet of favorite client recipes.
(http://www.bluesquirrel.com/products/clickbook)
Keywords: customized layout printing utility

76Share a review of a restaurant they might want to try.
(http://www.zagat.com)
Keywords: restaurant reviews

77Show them how to save copies of useful web pages without printing.
(http://www.surfsaver.com)
Keywords: save information store web pages

78Help their kids research a school assignment.
(http://www.homeworkspot.com)
Keywords: homework help project research

79Direct them to a library of checklists for everyday living.
(http://www.checklists.com)
Keywords: free checklists

80Help them create reminders so they don’t forget other important dates and events.
(http://www.memotome.com)
Keywords: free reminder service

81Find the lowest priced gas in their area.
(http://www.gaspricewatch.com)
Keywords: lowest gas prices

82Help them find a home inspector.
(http://www.ashi.com)
Keywords: home inspector

83Help them address a home maintenance issue.
(http://www.doityourself.com)
Keywords: home maintenance do it yourself

84Show them how to post pictures on the Web.
(http://www.ofoto.com)
Keywords: online photo sharing

85Send them a funny cartoon they’d appreciate.
(http://www.cartoonbank.com)
Keywords: New Yorker cartoon

86Forward an article or news story of interest.
(http://www.emailthis.com)
Keywords: save organize share links

87Mass email an article you’re quoted in.
(http://www.icopyright.com)
Keywords: license articles clearance service

88Make a permanent copy of an online article about them and send it to them.
(http://www.adobe.com/products/acrobat/)
Keywords: copy web page

89(Note: This service no longer seems to be available.) Show them where they can get computer questions answered 24 hours a day, 7 days a week.
(http://www.tech24.com)
Keywords: live online tech support

90Walk them through how to buy or sell things at an online auction.
(http://www.ebay.com)
Keywords: online auction

91Show them if their computer is vulnerable to an attack from hackers.
(http://www.grc.com)
Keywords: Internet security test

92Show them where they can improve their typing skills.
(http://www.typingpal.com)
Keywords: online typing tutorial

93Invite clients to a holiday party.
(http://www.evite.com)
Keywords: event planning invitation

94Show them how to buy stamps online or send them makeup stamps when postal rates increase.
(http://www.usps.com)
Keywords: buy postage stamps online

95Send them fixin’s for a backyard barbeque.
(http://www.omahasteaks.com)
Keywords: gourmet steak

96Help them design personalized gift calendars for friends and family.
(http://www.kinkos.com)
Keywords: personalized gift calendars

97Throw a party for them and order everything you need online.
(http://www.partydetails.com), (http://partyfuntogo.com)
Keywords: order party supplies online

98Show them how to order office supplies online.
(http://www.staples.com)
Keywords: office supplies

99Send them a gift subscription to their favorite magazine.
(http://magazinecity.net)
Keywords: buy magazines online

100Tell them where they can find discount coupon deals online.
(http://www.dailyedeals.com)
Keywords: free online shopping coupon

101Send a MasterCard gift card.
(http://www.perfectgiftidea.com)
Keywords: gift card

102BONUS IDEA #1: Assist them in getting benefits they may not know they’re eligible for.
(http://benefitscheckup.org)
Keywords: benefits checkup seniors

103BONUS IDEA #2: Show them how to get news they are interested in on their Personal Digital Assistant.
(http://my.avantgo.com)
Keywords: free download news PDA

104BONUS IDEA #3: Help them sort out where to stay and how to get there when they are planning a quick getaway.
(http://www.tripadvisor.com)
Keywords: vacation travel planning reviews

105BONUS IDEA #4: Send a cigar smoker a box of his favorite brand.
(http://www.cigar.com)
Keywords: cigar

106BONUS IDEA #5: Send someone with a long commute to work a book on tape.
(http://www.booksontape.com)
Keywords: books tape

107BONUS IDEA #6: Use LongTermClients.com to easily send your clients a personalized greeting card.
(https://members.longtermclients.com/company/sign_up.php?id=320789615)
Keywords: personalized greeting cards

The Web sites listed on this page are provided as a convenience to our visitors. Their inclusion here does not constitute an endorsement by The Gregory Group. Visitors are solely responsible for understanding the terms and conditions of usage of any of these sites.