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18 WAYS TO FIND INSURANCE CLIENTS

When a business is small, finding ways to bring in business usually falls on the business owner's
shoulders. But business owners often don't have much experience in marketing or selling. If you're a
startup or an existing business that's looking for more ways to grow your customer base, these
strategies will help.

1. Develop a plan for customer acquisition


The secret to creating a successful acquisition plan is to know who would make the ideal customer.
If you sell to businesses, consider what department is most likely to buy your products or services,
and what individual (what level of responsibility) would be the one to determine the specific purchase
requirements. (Make some calls if you don't know!) Determine how long the buying cycle is. Is
buying your product a decision that can be made quickly by a single person? Or are you selling
something that has a long buying cycle, possibly involving multiple individuals?

Next think about how the typical buyer normally finds products or services like yours. What circles do
they travel in? Are they active in social media? Who are they likely to listen to or where do they look
when they want to buy your type of product or service. What could you do to get referrals and
recommendations from those sources? Write all this information down and look for patterns. Then, to
get more customers, plan ways to put yourself and your information where the people in your target
market can find it when they are ready to buy.

2. Look for and follow business prospects on social media.


Don't try to sell to them on their social media feeds. Instead, try to develop relationships with
potential customers. Retweet or comment on their posts. Mention them if appropriate in your own
social media posts (ie, "@Jake Roberts gave a terrific presentation on IT security at today's
Chamber meeting") Your goal: to get known and seen as a friend. Selling is a lot easier when you
sell to people who feel like they know you.

3. Work your local newspapers.


Even in the digital age, daily and weekly newspapers are still an incredible source of contact
information and leads to potential new customers. Watch for names of people who have been
promoted, who have won awards, who have opened new businesses, or who in any way may be
potential customers. Send those people personalized mailings congratulating them on their success
or telling them how interesting the article about them was. Include your company name and slogan
plus any appropriate product information with your signature. (Example: Jane Smith, ABC
Associates, Financial and Retirement Planning Help For Business Owners)
4. Be sure your website and social media pages make it easy for visitors to know
how to reach you.
Better yet, give them a reason to give you their contact information. An offer of a free newsletter, a
free guide to something related to your industry, or a coupon can all be good devices to use for lead
capture. Then follow up regularly on those leads.

5. Go door-to-door if you sell to homeowners.


Sure, a lot of people won't answer their doorbell, or will tell you they're not interested, but especially
if you're already doing work for one or more homeowners in a neighborhood, canvassing the homes
nearby may land you some new business without spending another penny on advertising.

6. Use coupons and special offers to attract customers.


Everybody loves a bargain. Offer a discount to new customers on their first purchase. If you sell
products or services that need to be purchased repeatedly, consider making that first discount
contingent on the customer signing a contract for a year of service.

7. Sponsor Events.
Events that may bring your potential market together. Look for fliers about the event at local
networking group meetings. Or, call and ask the organizers if there are sponsorship opportunities
available. Local events can be quite inexpensive to sponsor. Or if the sponsorship cost is high, they
may have a "Friends" of the event option that will give you the right to have fliers at the event for a
very small fee.

8. Attend meetings and seminars that your prospects might attend.


If you've been doing that and haven't made contacts that could lead to sales, try new networking
groups. Look in the newspapers to see what other organizations hold events that might attract your
target market and attend some of those meetings.

9. Follow up after meetings.


Contact the people you've met to see if they may be prospects. If they say they don't need your
services now, ask when a good time to call them back would be, or if they have business associates
who could use what you sell now.
10. Give a little to get a lot.
To acquire new customers, you need to build trust. And one of the best ways to do that is to give
away free samples of your product and ask the recipients to tell their friends if they are pleased. Or,
if you are a consultant, give away some free advice. This could be in the form of a newsletter with
that contains news or tips and hints, or it could be a free consultation during which you provide just
enough information to help the client scope out their project and know that you have the ability to
handle it.

11. Work your personal network.


Ask your friends if they know of people who can use your services, or people who may know others
who could use your services. If your pricing structure will allow it, offer friends and business
associates a finders' fee for referrals that turn into jobs.

12. Put your business name, phone number and website address on anything that
you can.
If you are in a service business that uses vans or trucks, your name should be on all your vehicles,
so that people who see you servicing others in their neighborhood can quickly spot how to contact
you. It should be on any products and/or labels on your products (whichever is practical). Have
magnets made up with your name and phone number and attach them to appliances you repair, or
hand out to customers and prospects. The more people who have your name and contact, the more
customers you can acquire.

13. Study your successful competitors.


Where do they advertise? Where do they network? What tactics do they use? What works for them
may work just as well for you.

14. Use multiple small ads instead of one big one.


If most people in your type of business advertise in print to bring in customers, you should do the
same. But don't plan on making a big splash with one large ad. Plan smaller ads to run over a long
time in the same publications that your competitors advertise in.

15. Test pay-per-click (PPC) and other online advertising.


To keep costs down, target your ads so they reach people who are similar to your most likely
prospects, and target them so they only show up in the geographic region you service. (Example:
women between the age of 40 and 55 who live in Boulder, CO.) Set daily budgets and monthly
budgets, and check your account frequently the first few days you set it up.
16. Claim your place in Google My Business.
While you're at it, be sure to list yourself (and make sure your website address is correct) in any
directories you qualify for. Chambers of commerce, and other local business groups often have
member directories in which you can list contact information and website url.

17. Ask for feedback when prospects don't buy.


Did they find a product that better served their needs? Did they decide they don't need the product at
all? Did they just postpone their buying decision? Did they find it difficult to place an order on your
web site? Use what you learn to make needed changes and watch your sales start to grow.

18. Realize there is no one path to success.


Sales often happen because prospective customers hear about your products and services in
several different ways and from several different sources. The more often they hear about you, the
more likely they are to consider what you have to offer when they are ready to buy.

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