Build Connections and Move Prospect Relationships Along

Author: Sharon Berman | December 6, 2016

Building relationships and connections takes time. Many lawyers, CPAs and other professionals are unrealistic about how quickly they can win new or additional business from prospects. It’s really a step-by-step process and every communication with a prospect or client is a touch point to move that relationship along.

Sally J. Schmidt, in her article, “Building Relationships with Contacts,” shares some creative and valuable examples of creating relationships and winning business:

• When you meet someone who works at a company that could be a good source of business, set up a Google alert on that person as well as the company. That way, when something pops up about them, you have a good reason (and opportunity) to follow up with them.

• When a financial institution client has only used you and your firm for a one-off project, offer to provide some free services; for example, in-house training for loan officers or CLE for the legal department. This helps more people in the organization understand what you do; they see your expertise and as a result, they get to know you better. All good reasons for giving you more business.

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