Summary: build your plan

3 minutes

Now that you are at the end of this course, what's next? Build a solid plan for whatever methods and tools you will use to communicate with customers and prospects, and ensure everyone on your team clearly understands how and when to use them. Document your communication standards so that they can be shared and reviewed on an ongoing basis.

Use the information provided in this course to map out your communication plan. Here is a list you can use to do so:

One-on-one communication:

  1. Make a list of how you currently communicate one-on-one with customers.

    • For each, write down what works well and what does not

  2. Based on #1, make a list of how you want to communicate with customers one-on-one going forward.

  3. List the tools you will use for communicating with customers one-on-one.

  4. Make a list of customers you want to schedule a check-in call with. For each, decide how you will reach out to them and what you will say.

  5. Make a list of customers you want to schedule a review call with. For each, decide how you will reach out to them and what you will say.

  6. After speaking with each customer, take careful notes and plan a follow-up.

General communication:

  1. Make a list of how you currently communicate with customers and prospects in general.

    • For each, write down what works well and what does not

  2. Based on #1, make a list of how you want to communicate with customers in general going forward.

  3. List the tools you will use for communicating with customers in general.

  4. Review current messaging in the following areas (where applicable), and adapt based on current events and desired outcome.

    • Your website

    • Your social media queue

    • Your blog

    • Email campaigns

    • Automated emails and texts

Overall communication plan:

  1. Share your communication plan with your entire team and ensure everyone is aware of the channels and tools you will be using going forward.

  2. Check back in on your plan once a month, and review what is going well and what is not. Adjust as needed.

  3. Ask customers if they are happy with how you communicate with them and take their feedback into consideration when making further adjustments to how you communicate.