New year brings opportunity to connect with clients

Another year has come and gone. Did you connect with your clients as much as you hoped? Maybe you had good intentions but struggled to find the time in the midst of appointments, presentations and continuing education.

To grow your practice, you must build strong relationships and make client contacts a priority – even when you’re not making a sale. The old saying “out of sight, out of mind” reminds us to stay in touch with clients throughout the year to create top-of-mind awareness.

What if you could take a few hours the first week of January and set up a customized touch-point schedule for the entire year.

You can with e-Relationship, an email marketing system available on Creative Marketing’s Dynamic Marketing Portal. *

With e-Relationship, you can “set it and forget it.” The system will automatically connect you with your contacts up to 15 times per year, creating regular responses. You can choose from 150 cards and messages, including:

  • Birthday cards
  • Anniversary cards
  • Holiday cards
  • Veterans Day thank-you notes
  • Reminders to schedule annual reviews
  • Monthly or quarterly newsletters
  • Invitations to special events
  • Follow-up notes

All of these messages can be pre-programmed and will automatically be sent at the scheduled time. You won’t have to remember to do anything. Set it and forget it.

In addition to the Auto-Emailer feature, you can send messages yourself at any time, or set one up to be sent on a later date. You can also use the “Individual Mailer” feature for those last-minute birthday cards, thank you cards or appointment reminders.

The service costs $59.95 a month following a $99 one-time set up fee. The monthly fee for e-Relationship provides you the opportunity to send 15 messages a year to as many recipients as you wish. So if you have 200 clients and prospects, you can send them a year’s worth of emails for $3.60 per recipient, or about the cost of one regular card with postage. Plus, there is no contract so you can cancel the service at anytime.

People buy from people they trust and like, and non-business touch points like these are the perfect way to elevate your relationships. They also give you reason to contact your prospects and clients more frequently to remind them of who you are, what you do and how you can positively impact their lives.

Call your Sales Consultant to find out how you can access e-Relationship in our Dynamic Marketing Portal, or for additional ideas on building better client relationships. Then enjoy spending more time doing what you do best, and less time chasing success.


* Some production requirements apply. This program is an exclusive offer through Creative Marketing’s Dynamic Marketing Portal to a third-party vendor and is only available to agents who are contracted with Creative Marketing. Creative Marketing is not responsible for the results of the program or any liability stemming from the use of it. Neither the Company nor its agents or representatives may give tax, legal, accounting or investment advice.

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