Creating a Long-Term Client Capture Plan

Posted on: 05/07/18
Written by: Bill Burke

photo-1428999418909-363f8e091c50-1Have you ever sat through a client debrief following a painful loss and thought... Wow, this client is a perfect fit for us? Did you write that client off or establish a plan of attack?

After a painful loss, I used the opportunity to focus my attention on the issue at hand—cultivating the relationship. 

Consider this list for cultivating long-term prospects:

• Establish a genuine rapport and bond with your client
• Educate yourself on your clients’ business
• Understand your clients’ pain by asking great questions
• Share pertinent, relevant and timely information
• Develop and commit to a client touch program
• Resist hard selling and offering free solutions
• Focus on this: positioning yourself as the trusted advisor

Some call this process a “Personal Marketing Plan.” I prefer the “Client Capture Plan (CCP)” because it focuses on the client and capturing the most important element—the relationship. What might be included in your CCP?

• Regimented action items and assignments
• SWOT matrix of your client and your firm
• Information related to your client's hobbies and preferences
• An analysis of your competition
• A list of specific opportunities that fit your target market(s)
• Habitual documentation using a Client Relationship Management system

Over a two year period our relationship continued to grow. When I received my first holiday card on personal stationery, I knew things were really growing. When he sent me ideas to review one Saturday morning with a “call me ASAP” comment in the subject line, I knew it was time to go to work.

Eventually, we partnered on many successful projects—around 25 projects and counting. And it all began with a loss, a solid debrief and a plan of attack—a client capture plan!

About the Author: Bill Burke is a landscape architect and senior planner with Oates Associates. He is a market leader for the firm and leads the planning and urban design studio. Bill can be contacted at

AEC-Business-Development-Bible_Ebook-1This article is an excerpt from PSMJ's complimentary ebook The A/E Business Development Biblea concise overview of the essential “must-knows” of business development for architecture and engineering firms, direct from PSMJ’s marketing and business development experts.

Download Now!


You also might be interested in these related blog posts:

9 Essential Steps to Developing Satisfied Clients

How to Manage Multiple Projects With The Same Client

26 Ways to Find Clients and Get Work

A Client Service Strategy to Guarantee Repeat Clients

3 Rules for Dealing With Bad Clients Successfully

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