Debbie Mayo-Smith international inspirational motivational how-to speaker technology, time management, improving business performance
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Keep customers informed

Peter Hunt, of Forté Financial Planning in New South Wales, Australia, says that their policy is to ensure clients are informed about each key stage in their application. This ensures that even if there is a delay, they don’t usually mind because they know what’s going on.

The easiest, quickest and most efficient way of doing this is to obtain permission to send customers a txt when these stages occur. For example,‘Congratulations, your loan is now approved’. Peter sends txt messages on the road, off the back of a phone call, after reading emails on his phone.

For SMEs (small to medium enterprises), this method is actually very workable because there is not a large volume of clients at any one time to handle. He sends 10 to 20 txts per week (about three or four per day) from his mobile. Additionally, there is software available
to assist with this process so his administration manager can respond quickly from the office.

The only time-consuming process is the mobile phone number data entry, but you can have an administrator do this.


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