Your client and proud homeowner would be very pleased to receive a owners manual at the projects completion. Finalize each project in a positive manner with a invitation to a post project meeting. What better way to show your appreciation to your client. There could be a few items presented in the manual at the meeting that can be very beneficial to your business.

There could be a few sections covered in this manual.

Section One could be a survey on your company with a survey sheet to be filled out by the homeowners. Page one or section one should be Instructions for filling out a survey, with a pre-paid envelop to mail it back to you or an option to fill out a form online. There are many ways to receive testimonials; written, audio and video. Use this opportunity to arrange it. What better time to make sure you get one.

Section Two of the manual can be records. Collect any paperwork associated with the job and complete records of everything installed; Complete records would include what it is, where it is, what color it is, where the client can get spare parts, repair or service years later and warranty information. A record of paint used, color and the brand. Also, copies of contracts, along with before and after pictures so that your client can show their friends.

A useful item for the manual, beneficial to todays tax credits, would be a section for any energy tax credit information.

The Third Section, should be instructions on how to refer your company. Explain your referral process. Do they fill out a form, call you, e-mail the information? What happens when you get the referral? To present your referral process as very systematic process, shows your clients that anyone referred to you, will be handled in a professional manner, and increase the chances of receiving one from them. Here are some ways to address that in writing that can be referred to regularly.

How to Refer Others- explain how you would like to receive the information

How to Spot My Ideal Customer- Explain what type of customers you are looking for.

How to Best Communicate What I Do-explain your unique core message about your business.

How My Customer Referral Process Works- When you are given a referral, when will they be contacted, what is your initial conversations goals and how you will return the results/progress to the people that gave you the referral.

Our Referral rewards Program- do you offer any special rewards for someone that offers a referral and they become a new client. What is it and how do they get it.

Be unique and turn a post project meeting into more than just getting the final payment. Make a relationship that benefits everyone. Remember, being a successful business with consistent results is about doing all the little things properly.