Timely communications with our clients is very important to us and we hope to you as well. Obviously our ability to communicate with the right people at the right time means that we need your current contact information.
No doubt you face similar challenges in maintaining up-to-date contact information for your donors and you know how important that is!
A couple of years ago we implemented a process to help us keep our records as current as possible.
Each month we mail service renewal invoices to our clients with upcoming annual service anniversaries. With the invoice we include a contact summary which shows the names and contact information for each person at the organization who has been registered with us as using a product or service. While this happens for each organization only once a year, the process has helped us maintain more current contact information. Thank you to all who have used this format to keep us informed of changes.
Of course, anytime a client changes contact information we would like to be included in notifications and many of our clients do exactly that. However, when you or the designated person at your organization receives an invoice for annual service, we hope that the contact information summary will be reviewed and any changes are sent to us.
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