I’ve been experimenting with different strategies to keep our clients engaged long-term, and I’ve found that personalized check-ins really make a difference. Just last week, I called a few members who haven’t shown up in a while, and their responses were great! It’s all about building those relationships and making them feel valued. What’s been working for you all?
It’s always a comedy of errors, isn’t it? I’ve started tracking ‘audit notations’ for unexpected inflows right after certification; it helps keep things clear when explaining variances. After all, who doesn’t love a good surprise in cash flow? @mention you might want to try that approach, especially on days like today.
I totally agree about making those connections; it’s key. I’ve also found sending personalized follow-up emails after events really helps solidify that engagement. Have you tried that too, @joelM456?