How Do You Engage with Clients During a Global Pandemic?

July 28, 2020

The pandemic has changed a lot of things, but it doesn’t have to change how you engage with your clients. A shift in your strategy is all you need to keep those relationships strong. Here’s 4 tips to help you connect with your clients. 

Plan a virtual coffee chat. 

Although we’ve shifted to working from home, planning a coffee date is still possible. We’re big fans of getting on a video call, grabbing a cup of coffee, and staying connected with people. You don’t necessarily have to “talk shop” either. Putting some time on your client’s calendar for a casual check-in is a simple way of showing you care, at a time when we need it the most. This can be weekly, bi-weekly or monthly— whatever you choose, your clients will see that you’re still going to make an effort to be connected even if it’s during a global pandemic. 

Send an email to check-in. 

This is an underrated tactic to engage with clients. We don’t mean sending the usual all-business emails, but instead, check-in on your clients with a quick note. We are all experiencing a global pandemic now, so a short and sweet “how are you” email is much appreciated. Since we’re finding new ways to maintain relationships without meeting in person, more communication is needed. Send over an interesting article, ask them how their family is doing, and let them know your assistance is always available.

Schedule an after-work event. 

It’s safe to say that your clients aren’t coming to town anymore for a visit, and there won’t be any wining and dining for a while. But don’t write off getting drinks or eating a great meal just yet. Many businesses have had to shift their offerings during the pandemic, so you can still find lots of great ways to enjoy some after-work fun with clients. There are virtual painting lessons, cooking classes, whiskey tastings, live music— all online. When we’re all stuck at home, breaking up the monotony with a virtual experience is our recommended way to engage with clients. 

Use the right tools. 

You know your clients better than anyone, so it’s likely you know how they like to communicate. We’re using many tools that we didn’t use before or as often, many of which have come out of the need to stay connected. This is where it’s important to pick the right tools to engage with clients. You wouldn’t want your clients to download an app they won’t likely use much, or use a different video chat software when you know they are using another tool. Using the right tools will help you maintain your relationship and ensure that there are no missteps along the way.