Client Management Strategies for Trade Businesses
Build stronger relationships and increase repeat business with these proven client management strategies.
Strong client relationships are the foundation of a successful trade business. Repeat customers and referrals are more valuable than constantly chasing new work. Here's how to build lasting relationships.
Why Client Management Matters
Repeat customers are more profitable: they trust you, require less selling, and often pay premium prices. Good client management:
- Increases repeat business
- Generates referrals
- Reduces marketing costs
- Improves customer lifetime value
Keep Detailed Records
Store all customer information in one place:
- Contact details and preferences
- Job history and property details
- Communication notes
- Important dates and reminders
Regular Communication
Stay in touch with customers:
- Follow up after job completion
- Send maintenance reminders
- Share helpful tips and advice
- Request feedback and reviews
Provide Exceptional Service
Go beyond expectations:
- Arrive on time
- Clean up thoroughly
- Explain what you've done
- Offer maintenance advice
Ask for Referrals
Don't be shy about asking satisfied customers for referrals. Most happy customers are willing to recommend you.
Use CRM Software
Modern CRM software helps you manage relationships effectively:
- Never forget a customer
- Track all interactions
- Set follow-up reminders
- Identify opportunities
Learn about TradePlan's client management features or start your free trial.