Please describe all the reasons you will be visiting your existing customers below:

When you consistently manage to achieve all your monthly, weekly and daily objectives and you have a meaningful purpose to visit your existing customers you create an unforgettable customer experience for them

This means that it is very unlikely that you will ever lose a single customer in the future.

Research shows that 85 % of customers leave, because they do not feel appreciated.

Example:

• Use sales data, reports or any other method you can utilise, to hold discussions with clients around their current product usage and how this can be optimised.
• Meet to ensure that the best operational structure is in place.
• Visit to get to know who the decision makers are, who the influencers are and who the gatekeepers are.
• Get to know who uses your organisations services owners, directors, operational users, receptionists, accounts people, etc.
• Uncover the needs of each group and develop an optimised plan for each of the people identified previously.
• Visit clients with an open mind and look for innovative ways to show them your organisational value.
• Record all customer needs and requests in your CRM system, so that you will follow through until needs are met or challenges solved
• Try to find innovative ways to add value to your customers
• Ask for referrals
• Request recorded testimonials
• Identify cross and up selling opportunities
• Find innovative ways to integrate into your customers businesses
• Build relationships
• Solution seeking
• Visit accounts people mid-month and drop off biscuits, muffins or doughnuts, so that you can build great relationships with them.
• • This will help with collections at the end of the month.
  • They will realise that they matter and that you don’t only call them when you want something, namely a cheque or payment.
• Examine lost customers and try to reactivate them

Use the above example as a starting point and explore your own unique circumstances, industry, markets and customers and describe in detail below, all the purposes you have for calling on your existing customers below: