Telemarketing customer retention: proven strategies

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You can also acknowledge other thoughtful milestones like birthdays, anniversaries, and retirement. A good example? On my birthday, my financial advisor sent me this greeting, which I greatly appreciated. It’s simple and short, but I found it sweet: Sunlife financial advisor birthday greeting Important Reminders Help clients stay on top of their financial responsibilities by reminding them of important deadlines, such as tax filings and annual reviews. It’s also a good idea to use these reminders as a way to get them to schedule an appointment to review their investments, set new goals, or spot money-saving opportunities.

Financial planner George Kao emailed his iran telemarketing list subscribers the lowdown on how to lower their taxes months before Tax Day, and wrapped it up with these CTAs: The "Why Didn't Anyone Tell Me This Before??" Newsletter Personal Finance Challenges Engage your audience with financial challenges like “Track your spending for a week” or “Save an extra $ this quarter”. These challenges also help you stay true to your core goal of helping subscribers get closer to financial freedom—even if they’re not yet your clients. You can also gamify the challenge, as financial services company Sun Life did: Sun Life newsletter Webinar Invitations Webinar attendance rates in the finance sector are pretty high, averaging while the average across various sectors only stands at .

Guess what? Email marketing drives the majority of registrations . Social media only contributes about . So go ahead and circulate your webinar invites to your email list to get more attendees. Like your welcome series, you can also create an email sequence via automation, which can look like this: Email : Send an initial invite a month before the event (and a confirmation email to those who registered) Email : Send a follow-up invite three weeks before the event Email : Send a follow-up invite two weeks before the event Email : Send a follow-up invite a week before the event Email : Send a final reminder on the date of the webinar Email : Send a link to the webinar video to days after the event Sending a webinar video link means anyone on your list can watch it in their free time, and hopefully take action! Now that you know what email marketing messages you can send, you need an email marketing platform to send them out.