Selling with assurance - letting your clients know they've made the right decision

We've spoken previously about generating referrals from yoru ideal clients and giving your newly engaged clients great comfort that they have made the right buying decision.

A client engagement letter is an ideal technique to increase your sales conversions and enhance the referrals you get from client advocates.

Here's a quick example that you can use as a base.

Enjoy the sales uplift!

1 January 2012
Mr X and Mrs Y Client
1 Smith Street
Smithsville VIC 3000

Dear X and Y,

Congratulations, you’ve made the right choice

Thank you X and Y for entrusting ABC Financial Services, with the development of your financial planning / insurance solution that serves to enhance/protect your lifestyle and the people and dreams that are important to you.

We are responsible for the service you receive

I as the principal adviser of ABC Financial Services am solely responsible for the service you receive during this process from my team. This means that any matter you need clarified or wish to ask questions about can be directed to me personally.

We are here for you

Accordingly please find enclosed our corporate brochure/my business cards/ our contact sheet for our office/ a handy fridge magnet so you have at your disposal the appropriate contact details for the office.

We value your feedback

As our business is a referral only business/ is built on referrals our existing clients are our biggest advocates. The constant source of referrals from our clients means we can spend less time on activities to find new clients and more time developing and servicing the solutions for the clients that find and stay with us.

Any feedback during and after the development of your solution will be greatly appreciated so that we can strive to have you as another client advocate and have a positive influence on not only your situation but for the people you value in your social and family circle.

Next Steps

Attached is our service schedule tailored to your situation that documents the process involved, time line for delivery and our service package/fees/charges/costs solution that you have chosen.

Please take the time to ensure that this reflects your understanding of our discussions and complete the section that requires your signature, and return in the envelope/by email and our work with you will commence.

Yours Sincerely


ABC Financial Planning