Get the Annual Ideal Client Touches – Sample (Complimentary)
Highly successful financial advisors and business owners do one thing exceptionally well:
they stay consistently connected with their best clients.
In fact, top advisors typically “touch” their ideal clients 24 times per year to remain top-of-mind and build strong, lasting relationships.
How often are you currently connecting with your best clients?
What Does “Client Touches” Really Mean?
Client “touches” are not about selling.
They are about connection, consistency, and value.
Touches can include:
- Emails and newsletters
- Phone calls or check-in conversations
- In-person meetings
- Sharing relevant articles or insights
- Holiday cards or personal notes
- Client appreciation events and experiences
The key is making each interaction meaningful, personalized, and helpful.
Why This Template Is So Valuable
Without a plan, client communication often becomes reactive or inconsistent.
The Annual Ideal Client Touches – Sample helps you:
- Intentionally plan how often you connect with clients
- Customize touches for different groups (ideal clients, non-ideal but profitable clients, centers of influence, prospects)
- Align communication frequency with your business goals
- Build trust, loyalty, and long-term relationships
This simple spreadsheet allows you to clearly map out touchpoints, assign frequency, and create a system you can actually maintain.
Turn Touchpoints Into a System
Once you define your ideal touches, you can:
- Schedule them using a calendar or CRM
- Track interactions consistently
- Stay proactive instead of reactive
- Strengthen relationships without feeling overwhelmed
When clients feel valued and supported, they stay – and they refer.
Request Your Complimentary Annual Ideal Client Touches Sample
Start building stronger relationships through intentional, consistent client communication.
Aim for what you want each and every day.
About Anne Bachrach
Anne Bachrach is known as The Accountability Coach™ and The Results Accelerator™.
She is the author of many books, including Excuses Don’t Count; Results Rule, Live Life with No Regrets, No Excuses!, and The Work Life Balance Emergency Kit.
Financial professionals and business owners who utilize Anne Bachrach’s proven business-success systems consistently:
- Make more money
- Work less
- Enjoy better work-life balance
Continue Building Strong Client Relationships
When you join the Accountability Coach Silver Inner Circle, you gain access to even more tools that support relationship-building and execution.
As a free member, you receive:
- High-value business success articles
- Complimentary assessments and practical templates
- Tools to support client communication, focus, and growth
- 10% off all products and services
Aim High!