Hi there,
I'm sure you've heard the saying that it's easier to keep working with clients you already have rather than finding new clients.
One way to encourage clients to schedule follow-ups is to periodically contact folks who've fallen off the radar.
If you peek at your client list, you'll probably see at least a few names that jump out at you. Taking the initiative to reach out can remind people that you're available to help, and if nothing else, demonstrates that you've been thinking about them and care how they're doing. That alone can be quite meaningful for many people.
Your business care task this week is to check in with at least a handful of clients who you haven't heard from in a while.
Don't feel pressured to reach out to every single one - just three or four check-in messages can go a long way.
Warmly,
Camille
💌 June Care Task #1:
Review your records & make a list of clients to contact: Look through your EMR, your calendar, or your datebook, and make a list of a list of clients who you haven't heard from in 3-12 months. Use whichever time frame feels appropriate for your practice.
Contact folks on your list, either by sending individual messages or sending a larger group message. If it's too overwhelming to try to reach everyone, just pick a small handful of folks to contact. I've included suggested text for messages below, but feel free to get creative. This isn't a sales pitch - just a genuine check-in message.
Make a note in the chart/file of each person you contact so that you can keep track.
Yay! You did it. Leave a comment letting me know how it went to receive some gold stars.
🌟 Extra Suggestions 🌟
Suggested text if you're reaching out individually:
Hi, [Name]. I was just thinking about you and wanted to reach out to say hello. I hope all is well! [Add comment relevant to your work together: like, Hope you had a great time on your trip to Florida.] Warmly, [your name]
Suggested text if you're reaching out to a group (be sure to BCC or use the broadcast feature in your practice management system):
Hi there,
I'm sending this message to folks I haven’t heard from you in [6 months or so]. I thought I'd touch base to say hello and see how you're doing. There's no pressure to reply, of course, and I'd love to hear how you've been if you have a moment. If you’re feeling like it’s time for a fresh start or to change out your herbs, I have appointments open this [week/month]. Feel free to schedule here: [add link]
Take care,
[Your Name]
✔️ Other Reminders
Paid subscribers have access to my weekly planning video. If you haven’t yet, take about 15 min to reflect on last week and get yourself set up for the week ahead.
Co-working is back for paid subscribers. We meet every Wednesday through early August from 2-3 pm ET. This is the perfect time to work on your weekly business care task, to catch up on client notes, do your bookkeeping, etc. Click through to RSVP and get a calendar invite!
My 30-minute summer dreaming & planning session is on demand for paid subscribers. Spend a bit of time this week to review your spring and plan for the summer.
Summer 2025 Book Club: We’re reading one (short!) chapter per day of Meditations for Mortals: Four Weeks to Embrace Your Limitations and Make Time for What Counts by Oliver Burkeman starting July 1. Join other practitioners for live discussion each Tuesday in July from 7-8 pm ET. Paid subscribers can join book club for free (get your coupon code here). Otherwise, it's $25 to join. Details here.
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