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 .