What to put in a thank you letter

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Q: What are the main points to get across in a thank you letter to a client? Is it appropriate to add that I’m working to build my practice and referrals are appreciated?

A: It’s not wrong to mention referrals in a thank you letter, but I think it’s better when a ‘thank you’ is just that and nothing more. Let the client know that you appreciate him or her and just wanted to say so. It will mean more to them that way, don’t you think?

I also recommend that the ‘letter’ be a ‘note’ — hand written on note cards. It’s more personal that way and people appreciate that you took the time to write them a personal note. There’s less room on a thank you card, too, so you can be done with just a few sentences, whereas your letterhead has a lot of space to fill.

The note should say:

1. Thank you; I appreciate you; I am glad to know you
2. Reference something personal about them or their case
3. Call me if you have questions about anything
4. Thanks again

Sign the note, "Sincerely," or "Warmly," followed by your signature.

That’s not the only way to write a thank you, but it works. In just three or four lines, you show the client that he is not just a name on a file to you, you really do appreciate him.

Hand written notes are an extremely potent form of communication for another reason: nobody sends them. So when you do, you will really stand out in the mind of the recipient. You didn’t send a form letter, you didn’t email, you took some of your precious time to pen a personal note and put a stamp on it.

One attorney started doing this and told me his secretary made him stop. Apparently, they were getting so many calls to say "thank you" for his "thank you," she didn’t have time to do her work. But it was a nice problem to have (and they didn’t stop) because they also got a lot of referrals.

Try it, and watch what happens.

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How I (finally) got organized

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I‘m in love!

Well, okay, when you’re talking about a piece of software, that might be a bit strong. But, I can’t help it…

I really am IN LOVE!

The software I’m talking about is Info Select. It’s been around for twenty years and I can’t believe I just found out about it.

Info Select is an information management system that allows you to organize EVERYTHING: notes, contact info, ideas, emails, phone logs, client data, calendars, presentations, research…

EVERYTHING!

I don’t use Outlook anymore. I use Word only occasionally. I’m getting rid of mounds of loose scraps, notes, reminders, post-its that have adorned my office for years. I can see my desk again!

I can now find anything I’m looking for by using Info Select’s robust search capability.

Here’s what one lawyer says about a previous version:
http://www.stepup.com.au/product/isw6/lawyer.htm

More info:
http://www.innovationtools.com/Tools/SoftwareDetails.asp?a=68

Here’s the company web site: http://miclog.com. They offer a thirty-day free trial. Careful, it’s addicting!

If you use Info Select, please share your experiences. If you haven’t, check it out!

David Ward
“Be a mentor with a servant’s heart!”

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