How can you crack open the door to meet potential new clients? I worked with an architectural firm that specializes in
health care design and has offices in NY, PA, Ohio and Florida, and I was able
to accomplish two major goals for them:
1. Get
the principals in the door to meet and present their capabilities to the vice
president of facilities in seven institutions.
2. Develop
a customer relations database of 300 institutions which included a
chronological account of my contacts with these institutions.
How did I go about attaining these goals for my client? Here’s a step by step:
Step One – We first established various parameters for the
targeted institutions: geographic area,
size, type (acute, psychiatric, etc.) and maximum travel distance from one of
my client’s offices.
Step Two -- Using a list of hospitals from a commercial vendor,
we incorporated the basic information of each organization into a contact
management software program and segmented prospects by size, type of facility
and location.
Step Three -- We drew up several positioning points that
established the unique skills and expertise of the firm. These talking points were incorporated into
every type of contact we made and they were strategically inserted into
letters, emails, phone conversations and presentations.
Step Four – We assembled a portfolio of online project sheets
as our core marketing communications materials. I referenced these projects when I called
prospective hospital clients and we were able to immediately send the appropriate
project sheets with a tailored cover letter as a follow-up. I did this from an email account on my
client’s web site, not from my office.
Step Five – I researched and called each institution to find out who the senior
person was who hired architects; began to make the institution aware of my
client’s capabilities, and established the preferred contact method – via
email, postal mail, landline or cell phone.
Step Six – I sorted the potential clients into various lead
categories – hot leads, not interested, call back in six months, unable to
contact yet -- and followed up appropriately.
Step Seven– Eventually, I set up meetings with seven
prospective clients. I remained the key
contact until a few days before the meeting, when I turned the responsibility
of keeping in contact with the prospect over to the partners and business
development executives of the firm.
Long Term – To keep roiling the pot of potential clients, I
weekly check my database and follow up.