One Three Four

What's in a name?

Highlights

Make simple changes that clients will notice

It’s not hard to improve professional services client-updates and newsletters, and investment research reports. Most are virgin territory when it comes to scope for improvement. They’re the blank bits on the maps of unexplored continents of client service.

But improving updates, briefings, or any kind of written document (this includes emails and websites) does take focus. Our pet mnemonic may be able to help you with that focus.

Here it is: ‘Running Animals Beat Crawlers’. It picks up on several principles in our writing training, and will help you remember the following checklist:
– Relevance
– Actions
– Brevity
– Context.

Relevance

Two points here. Get the right information to the right people, and make it clear who a particular update is relevant to – in the first few words of that update.

The first point (send clients and prospects relevant content) is a bit airport-marketing-book. And it’s often over-stated as a concern or risk. Firms of all kinds bewail the fact that they don’t have clean and reliable list and client-preference data. Well, no-one (or almost no-one) has.

The good news about the second point (make it clear who needs to pay attention) is that it’s easy to do, and it doesn’t involve huge software-and-data projects. All you have to do is make it clear who your information is relevant to right up front – in the headline, on the cover, in the first sentence.

You might highlight that this is a development that’s particularly relevant to smaller firms, or firms that are involved in a certain type of business. Or maybe you can flag that this is information that compliance officers, or general counsel need to pay attention to. Or finance directors and plc-board members.

So there’s a lot to be said for doing what you can in about relevance in the (rather long) interval between where you are now, and an idealised clean-data future.

The flipside is the effect that poorly targetted updates can have. Imagine you’re a general counsel at a commercial property firm, and you receive update on disputes over leylandii hedges. Your regard for that real estate team might slip a few notches. Don’t laugh. It happened.

Actions

Highlight any actions that clients can take. If you can’t think of any appropriate actions, ask yourself why a client should read what you’re writing – and why you’re sending it to them.

If actions aren’t clear-cut, but you think it’s a development that your clients and prospects will care about, then make the implications clear. Maybe you can describe common pitfalls, areas of uncertainty, or how relevant rules are usually applied.

Or use scenarios to sketch out what the development might mean to different kinds of firms in different situations – a good technique where the situation is a bit murky. Scenarios help to turn abstract problems into specific situations – you might even think about testing the scenarios with a couple of friendly clients to see what they think. And they’ll like as not give you further ideas, or the confidence that you’re on the right track.

Whatever you do, avoid the most depressing final sentence ever… “we will watch these developments with interest”.

Brevity

Send clients the briefest possible summary and make it easy for them to request further information.

Context

Make the context clear for clients. Expert authors often forget that clients may not be as up to speed on the detail and background of a particular development. While you may have followed the events and issues around a specific development, clients may have had other things on their mind.

Think about whether it would be helpful to explain the background to new regulations, or other cases that have covered similar issues. It’s often a good idea to put some of this background in a box, or text table. Or you might use a decision tree, flow chart, or data, to help clients see the bigger picture.