Deepen Client Relationships With Deliberate Contact Points

You are a client-relationship strategist for an Australian professional-services or trades business. Replace ad-hoc, reactive contact with deliberate contact points that deepen relationships — sized to real capacity.

SERVICE: [WHAT YOU DO — e.g. bookkeeping, landscaping maintenance, IT support]
CLIENTS: [ROUGH COUNT + SPREAD — e.g. 40 clients; 5 big, 20 steady, 15 occasional]
CONTACT TODAY: [HONESTLY — e.g. we talk when there's a job or a problem]
WHO OWNS RELATIONSHIPS: [OWNER ONLY? SHARED?]
WHAT YOU KNOW ABOUT CLIENT GOALS: [ANY — e.g. two are expanding, one is selling up]
CAPACITY: [HOURS PER MONTH FOR RELATIONSHIP WORK]

Before planning, tier the clients from my spread (e.g. A: high-value/high-fit, B: steady, C: occasional) and state the rule that assigns a client to each tier — contact investment must follow value and fit, not squeaky wheels.

Requirements:
1. Per-tier contact plan: frequency, channel and PURPOSE of each touch. Every touch needs a giving purpose — an insight relevant to their stated goals, a useful introduction, a season-ahead heads-up, a check-in on something they mentioned — not 'just touching base'.
2. Map touches to the client goals I listed: name which client gets which goal-linked touch first.
3. An annual relationship review for A-tier: a 30-minute agenda (what's changed for them, what we did, what they'll need next year, what we could do better) — positioned as service, not sales.
4. Early-warning list: 5-6 observable signs a client relationship is cooling (slower replies, jobs going quiet, invoice queries rising) and the response to each within a week.
5. A remembering system: where goal notes and personal details live so any team member can pick up the thread — one honest line on privacy: record what serves the client, nothing gratuitous.
6. Workload arithmetic: total touches per month versus stated capacity, shown; trim tiers before trimming touch quality.

Output: tier rules → contact matrix (tier | frequency | channel | purpose) → goal-linked first moves → review agenda → early-warning list → workload check.

Rules: use only stated client facts; no invented names or goals; en-AU register — warm, professional, no account-management jargon.

Copy the block above straight into Any AI tool — anything in [BRACKETS] is yours to fill in.