This Relationship Marketing Routine Can 10x Your Business

Here's a little something about me: I LOVE the start of a new month. Especially when it's the start of a new quarter. Why? Because monthly and quarterly retrospectives are my absolute favorite thing. It's how I gauge how well I'm doing, not only in life but in business. A new, fresh month to look back at my wins, digest my not-so-great moments, and forge ahead with implementing new plans or adjustments on my existing ones. 


It's like Christmas every single month.  (Don't even get me started on yearly planning — it's my Super Bowl.)

While my monthly reviews have morphed over the years, there are a few key items that have a permanent spot on my agenda, especially since I've gone all in on coaching emotional marketing and relationship selling. Keeping an eye on these items and making sure they're at the forefront of all of your monthly, quarterly, and yearly reviews will help you stay connected to yourself, your customers, and your business on a deeper level while increasing your revenue. 

How are my customers feeling? 

If you're active on social,  have a Facebook group for your members, or are just paying close attention to your inbox for feedback, reviews, or testimonials, this should be an easy item to cover. You'll want to watch out for two things:

  1. The sentiment around how your customers are feeling about your content or programs. 
  2. How they're feeling about THEIR businesses and lives overall.  

The first one is pretty obvious — to provide the best service and attention as possible. The second one is for both of your benefits — so that you can continue to serve them in the ways they need to be served, and an insight into what else you could be creating for them to solve their biggest problems.

Facebook groups are especially great for insight mining, as your members will likely be conversing with each other in a more relaxed atmosphere. Look out for trends: pain points they're experiencing, roadblocks they're coming up against, their outlook and mindsets. If there's a chance for you to jump in with hot-button emotional solutions to help make them feel safe, like they've regained control, that they are becoming their best selves, then you will have earned their trust and will have a customer for life. 

Serving and connecting with your customers on an emotional level is the most important mission for any business in 2018 and beyond, so getting to the roots of how they're feeling in their work is paramount. 

Am I aligned with my mission? 

If you are unsure about what your mission is, then check out this post, but let me give you an example. I co-founded a mastermind for women called The Violet Republic and our mission is to empower women to create profitable businesses & purposeful lives through education, community, and mentorship.

Everything we do, decide, create, or say ladders up to that mission. Mission statements provide a North Star for your business in times of uncertainty. If you can point to something and say "this is who we are" it makes decisions much easier. Each month or quarter, I take a look at my own mission statement and make sure everything I'm doing is aligned and it keeps me pointed true North. 


How am I feeling? 

Everyone has a goal. Goals are great. Goals help keep us on our toes. And back in the early days of my career, goals were everything. I lived and died by my goals and truth be told, felt like shit a lot of the time because my goals left me feeling exhausted, like a failure, and obsessed with the competition. 

After reading Danielle LaPorte's The Desire Map, I looked at goals differently. I created "goals with soul" as she says and made sure that my goals were more based on how I wanted to feel instead of what the outcome was. For example, I set a goal to start my own membership group as a side hustle because I thought it would bring me a lifestyle of freedom. As a new mom with an extremely high-pressure, high-responsibility job and a side hustle, this did not add up. I was overworked, burnt out, and sleep deprived after getting up at 4:00 a.m. just to keep up. 

I had even less freedom than before and my family was suffering because of it. Turns out, if I had based my goals on how I wanted to feel, I would have realized sooner that I could get a sense of freedom with the right job (that I desperately needed at the time). Short story long, emotional marketing celebrates the emotions of our lives. Your goals should celebrate and honor them in the same way. 

None of your goals matter if you don’t FEEL awesome when you arrive.

This is a really great post of Danielle's if you want to read more about goals with soul. 

What needs to change? 

At the start of a new month, you should have a good idea of what worked and didn't work from the month prior. These review and reflection periods are a great time to take an inventory and implement changes. Were you busting your butt on Facebook posts but are surprised at how many leads you're getting from your YouTube channel? Maybe it's time to adjust your strategy. Did you hit your goal of 10,000 Instagram followers but feel like you were slogging through quicksand the entire time? Get honest with yourself as to the reason: Is your ego aiming for 10,000 or is there a business case for it? Is Instagram just not the right platform for you? What do your engagement rates look like — maybe you can simply adjust your growth strategy to a direction that feels a little ... lighter. 

Lean into your wins. Bench the things that aren't working. Do more of the things that light you, and your customers, up. 

What new ideas have I been dying to try? 

A lot of us may get intimidated to try new things in fear of "screwing things up" — if it ain't broke, don't fix it, right? Nah. We are an ever-evolving species, and if you aren't making room for new successes, you'll stagnate. Mastin Kipp said in his book, Claim Your Power, that opportunity needs space to enter into your life. You need to create a void. So in order to make space for something new, you have to ditch something else that isn't totally serving you. 

Well, he didn't say it in those exact words, but you get the point — make space for new experiences by shedding ones that aren't fulfilling. 

Over to You 

Do you perform a monthly, quarterly, or yearly review that takes stock in these or other items? How is it working to boost your confidence and move your business forward? 


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