The Role Of Your Personal Note Coach

We have experienced and qualified Personal Note Coaches available to assist you with composing and editing your perfect note.

You will likely work with your Personal Note Coach for just a few hours a year. But you should consider your Note Coach a valuable and reliable part time team member.

Your Note Coach will help you and your team:

  • Compose your notes with a goal to make them worth reading & sending
  • Suggest appropriate photos – by theme, season, and even geography
  • Check your client mailing lists for visible data input errors
  • Ensure each greeting card order gets to you on time
  • Share best practices we notice our other clients use
  • Stay in touch through the year to keep your personal touches going

A bit more detail…

Your Personal Note Coach’s goal will be to get to know you well over time, so that they are best able to assist you with composing and editing notes that contain your unique ‘voice’. It’s your voice in these client notes that makes your card worth reading (and sending!).

Your Personal Note Coach will give you great ideas and share best practices with you, including many inspiring examples of well-written, personalized notes.

But the real attraction for working with your Note Coach is this: they will take on the responsibility to connect with you whenever it is time to get the next previously agreed upon client greeting card order organized. In this way, the client greeting card strategy that you develop will be acted upon and become a reliable part of your business.

Isn’t a great business one that has a series of repeatable processes? Until now, the client greeting card has been haphazard at best, with no reliable process in place to make sure it happens without fail.

Now, with LongTermClients’s Personal Note Coach on your team, your greeting card process will be reliable, as well as easy and effective.

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Thank you – you were very prompt, professional and I appreciate your good work. Happy Holidays!

LongTerm Clients delivers stunningly beautiful note cards complete with your personal message. Built by a succesful former financial advisor, they know that building personal relationships is essential to any advisor’s success. This service, long missing for advisors – provides a simple turnkey way to keep in touch and build personal connections with clients – and created a wonderful new resource for smart advisors. I used this service last year for my own relationship building campaign and had great results.

Marie Swift, Impact Communications