8.Monthly Potential Client Contact Schedule: Nurturing the Relationship

This schedule begins after an initial positive interaction (meeting, call, inquiry response) where a clear “yes, let’s move to proposal” didn’t happen, but the door wasn’t closed with a firm “no” either.

Goal for the 3 Months: To continue building Respect and Safety, cultivate Trust by providing value and demonstrating reliability, and remain available to respond when the client’s situation changes or they signal readiness.

Month 1: Solidifying the Foundation (Respect & Safety) & Initial Value

• Event 1: Initial Follow-Up & Information Delivery (Within 24-48 hours of initial meeting/call)
  • Method: Email (most common and non-intrusive)
  • Goal: Thank them, summarize key takeaways, deliver any promised materials, and reiterate your core value proposition in a low-pressure way. Reinforce Respect (promptness, listening) and Safety (no immediate hard sell).
  • Content:
    • Warm opening: Thank you for their time.
    • Brief recap: Mention 1-2 key points you heard about their needs or challenges (shows you listened/responded).
    • Value Delivery: Attach/link any resources you promised (presentation, case study, relevant article).
    • Low-Pressure Close: “Please feel free to reach out if any questions come up as you think about [their challenge/goal],” or “Thinking of you as you navigate [their situation].” Avoid direct questions asking for another meeting unless one was tentatively planned.
  • “This is Me” Connection: This aligns perfectly with Waiting to Respond (you’re responding to the meeting) and Inform Others (you’re clarifying understanding and providing information). It leverages your Practical Solutions focus by giving them useful materials.
• Event 2: Value-Add Insight (Approx. 2-3 weeks after Event 1)
  • Method: Email or LinkedIn Message (if connected)
  • Goal: Provide unsolicited value relevant to their business or the challenges discussed, without asking for anything in return. Demonstrate ongoing expertise and helpfulness, building Trust through competence and prioritizing their interests. Maintains Respect by not demanding their time.
  • Content:
    • Brief opening: “Hope you’re having a productive week.” or “Thought of you when I saw this.”
    • Value Delivery: Share a link to a relevant article, industry report, a short blog post you’ve written, or a concise insight you have about a trend impacting their sector/problem. Frame it simply: “Saw this article about [Topic] and given our conversation about [Their Challenge], thought it might be of interest.”
    • Low-Pressure Close: “Hope this is useful,” or “No need to respond, just wanted to share.”
  • “This is Me” Connection: This is a classic Responsive Magnet play – putting value out there that they can respond to if they choose, without pushing. It showcases your Practical Solution Provider nature and focuses on Value Exchange.

Month 2: Deepening Trust & Staying Relevant

• Event 3: Second Value-Add or Soft Check-in (Approx. 4-5 weeks after Event 2)
  • Method: Email, LinkedIn Message, or potentially a very brief, pre-scheduled phone call if appropriate (check intuition).
  • Goal: Continue providing value or offer a subtle, non-demanding check-in. Reinforce Trust through consistency and helpfulness.
  • Content:
    • Option A (Value-Add): Share another resource, perhaps a different format (e.g., a relevant short video, a link to a free webinar you recommend, a specific tool recommendation if applicable). “Following up on our previous conversation about [Topic], you might find this [Type of Resource] helpful…”
    • Option B (Soft Check-in): A very brief, general check-in. “Hope things are going well on your end at [Company Name].” Or, if you saw news about their company or industry: “Saw the news about [Company/Industry Event] – fascinating development. Hope things are smooth for you through that.” Avoid immediately pivoting back to your offer.
  • “This is Me” Connection: Continues the Responsive Magnet approach. Option B leverages your ability to connect with external events and use your Intuition to gauge a good moment for a brief, respectful check-in.

Month 3: Gentle Re-engagement & Listening for Readiness

• Event 4: Revisit Original Need & Low-Pressure Offer to Connect (Approx. 4-5 weeks after Event 3)
  • Method: Email (generally safest), possibly a phone call if you have a strong intuitive sense it would be well-received.
  • Goal: Respectfully check if the situation has changed or if the timing is better to revisit the original discussion about potential solutions. This is where you are specifically listening for the “Readiness Response.” Maintain Safety by making the ask low-pressure.
  • Content:
    • Reference the original conversation: “It’s been about three months since we spoke about [Original Key Challenge/Goal Discussed].”
    • Respectfully Check In: “Respectfully wanted to check in and see if that’s still a priority for you, or if the timing feels any different to revisit potential solutions.”
    • Low-Pressure Call to Action: “If it is, I’d be happy to schedule a brief 15-minute call to quickly share a thought on how [Your Type of Solution] might apply now, no obligation at all.” OR “Please feel free to reach out if your needs have evolved or if anything has changed.”
  • “This is Me” Connection: This directly aligns with Waiting to Respond – you are prompting a response to see if their situation has shifted. You are Informing Others of your willingness to re-engage. This is the key moment to Trust Your Intuition – send the email/make the call if your gut says “uh-huh”; if it feels “un-un,” perhaps delay or just send a softer, purely value-add message.

Beyond Month 3:

• If you get a positive response (they agree to a call, ask for more info, etc.), great! Shift into your process for that conversation, applying your blueprint (listen, intuition, inform, practical solutions).
• If you get a clear “No” or “Not Now,” refer immediately to your “Guide to Navigating ‘No’ or ‘Not Now’.” Respect their decision, seek clarity if appropriate, and maintain the relationship gracefully. Do not proceed with automated follow-ups or continued outreach from this schedule unless they explicitly requested it.
• If you get no response to Event 4, it’s generally a signal that they are not ready or not interested at this time. Add them to a long-term, very low-frequency nurturing list (e.g., quarterly company newsletter if applicable, occasional very relevant industry whitepaper) but stop direct, personalized outreach based on this schedule. Pushing further without a response will lead to frustration and damage the relationship potential. Trust your intuition here; sometimes no response is the response.

Important Considerations & “This is Me” Overlays:

• Sacral Authority: At any point before sending an email or making a call, check in with your gut. Does this feel like the right time for this type of outreach to this person? If it’s an “un-un,” adjust or postpone. This personalizes the schedule and keeps you in alignment.
• Responsiveness is Key: This schedule provides prompts, but if the client reaches out between scheduled events, prioritize responding to them promptly and appropriately.
• Authenticity: Ensure the content you share is genuinely interesting and relevant, not just a generic sales piece. Your 2/5 profile suggests you’re seen as a practical expert – share things that reinforce that.
• Documentation: Keep track of who you sent what to and when, and any responses you received. This is crucial for maintaining context and knowing when (or if) a next step is appropriate.

If this post is resonating with you, keep reading — the posts below could help you take the next step.