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Find Blog Articles for Florida’s Condo, HOA and the Management Industry. 

SHOULD I USE A PUBLIC ADJUSTER? While it would be wonderful if no one ever suffered damage to their property, it would be unrealistic to expect such good fortune.

SHOULD I USE A PUBLIC ADJUSTER? While it would be wonderful if no one ever suffered damage to their property, it would be unrealistic to expect such good fortune.

  • Posted: Apr 26, 2022
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SHOULD I USE A PUBLIC ADJUSTER?

by Steven Sarasohon of Sarasohn & Company Public Adjusters

 

Most states license all insurance adjusters, whether they work for an insurance company or for the public. Adjusters working for the insurance companies are obligated to treat all claimants fairly and impartially. However, they are paid by the insurance companies for their efforts. The state recognizes that you, the policyholder, are entitled to representation and you may retain the services of a licensed public adjuster to assist in the claim process. Sarasohn & Company, founded in 1924, is a fourth-generation public adjusting company based in Boca Raton, FL.  As such, we can provide unparalleled expertise to get you the best possible settlement.

Our president, Stephen Sarasohn SPPA, is the third generation in his family’s business. His son, Bernard, joined the firm several years ago and is following in his footsteps. Stephen has been a public adjuster for 51 years and has held the professional designation Senior Professional Public Adjuster since it was first created in 1987. Stephen’s father, Ira Sarasohn SPPA, was one of the founding members of the National Association of Public Insurance Adjusters. Both Stephen and Ira were founding members of the Florida Association of Public Insurance Adjusters.

Property owners can certainly try to prepare and adjust their insurance claims themselves. However, as with most things in life, a great deal of benefit can be realized by hiring an expert to assist with a difficult and complex task. No public adjuster in Florida has as much experience as Stephen Sarasohn. Stephen has been certified as an instructor by the Florida Department of Financial Services and has taught insurance courses to the other public adjusters for their continuing education requirements. Sarasohn & Company has adjusted claims ranging from burglaries to plumbing leaks, to fires, to hurricanes, to airplanes crashing into buildings. The valuable experience we’ve gained, in our 98 years, benefits every client. We’ve adjusted a great many claims in excess of a million dollars, some of them in the tens of millions.

Not every professional is the same. When you need the assistance of an expert, you should hire the best expert. Contrary to another article on this site, damage caused by your negligence is not excluded.

While it would be wonderful if no one ever suffered damage to their property, it would be unrealistic to expect such good fortune. That’s why we all buy insurance. If you make a claim, the insurance company will have experts to represent their interests and you’d be well advised to do the same. For a free consultation regarding your damage or for a free review of your policy coverages, please contact us at any time at 561-368-5000

 

To Make it easy: You can contact us through Facebook: https://www.facebook.com/Sarasohn-Company-Inc-1571655336409086

On our Website or by Phone:   http://www.sarasohn.net/           (561) 368-5000

And on our Membership Page on SFPMA

 

 

 

 

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Association Managers and Board of Directors, review and ensure that your capital reserve study is accurate and up-to-date. by The Falcon Group

Association Managers and Board of Directors, review and ensure that your capital reserve study is accurate and up-to-date. by The Falcon Group

Association Managers and Board of Directors review and ensure that your capital reserve study is accurate and up-to-date.

by The Falcon Group

Are You Ready ?

We strongly encourage, that every year around this time association managers and Board of Directors review and ensure that your capital reserve study is accurate and up-to-date. This is one of the smartest decisions a board will make for the future of the association. It is an easy and effective way to ensure your community’s capital replacement items are being properly funded with minimal impact on the individual homeowners.

 

To stay on track for a healthy financial future, it is recommended that your Reserve Study be updated every three (3) years. 

Please contact our Reserve Specialists today for an new or updated reserve study.

 

 

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At Aruba Permit Services – We Specialize in Resolving Open or Expired Permits, Code Violations, and Lien Negotiations!

At Aruba Permit Services – We Specialize in Resolving Open or Expired Permits, Code Violations, and Lien Negotiations!

  • Posted: Apr 26, 2022
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We Specialize in Resolving Open or Expired Permits, Code Violations, and
Lien Negotiations!

Your one stop shop provider for closing all your open building permit needs, providing all the disciplines necessary to close out open permits. We are the leading professionals in the South Florida area including Broward County, Palm Beach County and Miami-Dade County.

A building permit is an official approval issued by the local government agency that allows you or your contractor to proceed with a construction or remodeling project on your property. It is intended to ensure that the project plans to comply with local standards for land use, zoning, and construction. These standards are intended to ensure the safety of current and future owners and occupants and to provide enforcement of zoning and land-use

policies.

https://www.facebook.com/ArubaServices/videos/344428460106436

 

Aruba Permit Services
1413 South Powerline Road
Pompano Beach, FL 33069
Email: info@aruba-services.com
Phone: (954) 786-7292

 

Becker’s Take it to the Board with Donna DiMaggio Berger podcast features a variety of guests including our very own attorneys from across the firm’s practice areas and offices.

Becker’s Take it to the Board with Donna DiMaggio Berger podcast features a variety of guests including our very own attorneys from across the firm’s practice areas and offices.

  • Posted: Apr 24, 2022
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Becker’s Take it to the Board with Donna DiMaggio Berger podcast features a variety of guests including our very own attorneys from across the firm’s practice areas and offices.

Think you know what community association life is all about? Think again. Residents must obey the rules, directors must follow the law, and managers must keep it all running smoothly. Take It to the Board explores the reality of life in a condominium, cooperative or homeowners’ association, what’s really involved in serving on its board, and how to maintain that ever-so-delicate balance of being legally compliant and community spirited. Leading community association attorney Donna DiMaggio Berger acknowledges the balancing act without losing her sense of humor as she talks with a variety of association leaders, experts, and vendors about the challenges and benefits of the community association lifestyle.

If you’ve got a question, Take It To The Board with Donna DiMaggio Berger – We Speak Condo & HOA!

Episodes are available for subscription on iTunes, Amazon Music, Spotify, or listen through any podcast streaming app.

Rental Restrictions in Homeowners’ Associations by Robert L. Kaye – KBRLegal.com

Rental Restrictions in Homeowners’ Associations by Robert L. Kaye – KBRLegal.com

  • Posted: Apr 24, 2022
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A large percentage of Florida residential property owners are subject to restrictive covenants on their property, be it by a declaration of condominium or declaration of covenants. In addition to these restrictions, Florida Statutes contain additional restrictions that apply to these properties, some of which involve use restrictions. For condominiums, the provisions of the statutes are of a heightened significance because but for the statutes, condominium ownership of property does not exist. However, for homeowners’ associations, restrictive covenants have been in use for centuries, well in advance of the existence of such statutes. As a result, certain statutory provisions may not apply to every homeowners’ association in Florida.
There is a restriction within both the U.S. and Florida Constitutions that limit the ability of the state to enact a law that will impair an existing contract or vested contractual right. Use restrictions contained in declarations of covenants have been identified by Florida courts as existing contracts between the property owner and the entity that operates the community under the governing documents (the association). There is also case law in Florida that addresses whether a change in the statute applies to the community based upon if a particular phrase is included in the governing documents (commonly referred to as Kaufman language).
If the governing documents include Kaufman language, any changes made by the legislature in a given year will automatically be incorporated into the governing documents and apply to that community. Conversely, if there is no Kaufman language, only what is referred to as “procedural” changes made by the legislature will apply to that community. An example of a procedural change would be a change in a notice requirement for elections. Statutory changes that are “substantive” would not apply in that instance to that community. An example of a substantive change would be requiring the association to take on all exterior maintenance of the residential dwellings (presuming the documents do not already provide for that obligation). Without the Kaufman language in the governing documents, this latter statutory change would not apply to that community, as such change would likely be considered unconstitutional.
During the legislative session in 2021, Section 720.306 of the Florida Statutes was amended to add subsection (h), which provides, in pertinent part, that any amendment to a governing document after July 1, 2021 that prohibits or regulates rental agreements applies only to a parcel owner who acquires title to the parcel after the effective date of the amendment or to a parcel owner who consents to the amendment (with specific exceptions relative to short term rentals and limiting rentals to up to 3 times a year). However, under the analysis discussed above, rental restrictions and the ability to amend governing documents are generally considered substantive vested rights. As such, this new statute appears to impair the existing contractual rights of many property owners in homeowner association communities.
The first step in considering whether this new rental restriction change applies to a particular homeowner association community is to check the governing documents for Kaufman language (this also assumes that the documents were not initially created on or after July 1, 2021). Typically, Kaufman language is not included in original documents by developers of communities, but many associations have added it by amendment after the developer was no longer involved. If the Kaufman language is in the documents, the new statutory rental restriction provisions apply. If, however, there is no Kaufman language, the new rental restriction statute would not be applicable to the community. In this instance, the membership could still amend the governing documents to prohibit or regulate rentals within the community, which should be enforceable against all current owners, regardless of whether or not they voted in favor of the amendment.
The issue of whether or not this new statutory change regarding rental restrictions violates the Federal and State Constitutions has not been tested in the Florida or Federal courts as of this writing. Before considering amending the governing document in a homeowner association community to create rental restrictions, it is recommended to consult with the association attorney as to the limitations that may apply.
Robert L. Kaye, Esq. is a Board Certified Specialist in Condominium and Planned Development Law. Mr. Kaye serves on the Florida Bar’s Grievance Committee, the Committee on the Unlicensed Practice of Law and is a member of the Condominium Committee of the Real Property Section of The Florida Bar. He also lectures on Community Association law and is regularly published on the subject. Mr. Kaye hosts KBR’s appearances on the radio show, ‘Ask the Experts’, from 6pm to 7pm, the first Thursday of each month. See his full bio HERE.
THE DIFFERENCE BETWEEN HOA AND CONDO LAW – IT’S LIKE NIGHT AND DAY! by Glazer Sachs

THE DIFFERENCE BETWEEN HOA AND CONDO LAW – IT’S LIKE NIGHT AND DAY! by Glazer Sachs

THE DIFFERENCE BETWEEN HOA AND CONDO LAW – IT’S LIKE NIGHT AND DAY!

By Glazer Sachs / written by Jan Bergemann

To be very honest, I am at a total loss when I look at the HOA Act the Florida legislature created with FS 720. Sometimes I wonder why they created this statute at all, considering that the provisions contained in this statute have no teeth — and it is widely known that even the best laws are useless without any proper enforcement tools.

The history of FS 720 clearly shows that enforcement of its provisions is only possible for homeowners who have lots of spare change in their pockets.

The biggest “joke” in the statutes is one sentence. Many good families lost their homes and life savings because the following sentence headlines the whole Florida HOA Act:

FS 720.302(2) The Legislature recognizes that it is not in the best interest of homeowners’ associations or the individual association members thereof to create or impose a bureau or other agency of state government to regulate the affairs of homeowners’ associations.

In all honesty, the only ones served by this sentence are specialized attorneys and their bank accounts – to the detriment of the homeowners living in these community associations.

While the FLORIDA CONDO ACT (FS718) has many detailed provisions that can be partially and easily enforced by a regulatory agency (Division of Florida Condominiums, Timeshares, and Mobile Homes), approximately 2.5 million homeowners living and/or owning property in these homeowners’ associations are treated like unwanted stepchildren by the Florida legislature.

With the existing, unenforceable statutes in place, it’s a financially risky proposition for retirees and investors to buy property within these communities. Homeowners are left to fight for themselves with no help to enforce the existing laws.

Simple matters, such as elections, record requests or financial issues, turn into expensive lawsuits that can quickly become monsters eating up families’ life savings. Many homeowners run around with blinders, ignoring permanent violations of Florida statutes, because they don’t want to risk spending their last dime on legal bills.

The proper legislation that would make life in homeowners’ associations much easier – and less expensive – is in place, but only for condominium associations.

The provisions contained in FS 720 are stacked against the homeowners, especially since in many associations budget shortfalls caused by unpaid dues and/or foreclosures are causing heavy financials burdens on the owners still paying their dues.

High legal bills are creating an even bigger hardship on the owners still paying the ever-increasing assessments, caused by the fact that the provisions contained in the HOA Act FS 720 provide no easy solutions for simple disputes.

The question that baffles everyone: Why is the Florida legislature unwilling to enact simple laws that would stop most of these shenanigans we are all reading about daily in the media? The established wording from the condo statutes could easily be used for the HOA statutes. Case law and the Florida Administrative Code is in place.  Nobody has to reinvent the wheel.

But who fights these bills that would simplify life in HOAs in Florida? The only feasible explanation: The service providers, especially the attorneys that claim to lobby for the associations. They are the only ones who benefit from these useless HOA statutes.

It is definitely easier to fleece the owners if the laws are confusing and can be interpreted any way anybody wants. With the statutes for HOAs it is very easy to create mini-dictatorships and fill their own pockets – if some determined folks so desire. Is that what the folks who “invented” homeowners’ associations had in mind when they created these communities?

 

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New to Property Management? Quick Tips for First-Time Landlords By Concierge Plus

New to Property Management? Quick Tips for First-Time Landlords By Concierge Plus

  • Posted: Apr 24, 2022
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New to Property Management? Quick Tips for First-Time Landlords

By Concierge Plus

Being a successful landlord means juggling lots of hats and more importantly, doing so in an organized, efficient manner. Otherwise, you’ll quickly find yourself overwhelmed and unable to do your job effectively – whether that’s answering emails, fixing repairs, managing equipment or any number of the other tasks you’re responsible for.

Learn Everything Possible

As with any major venture, knowledge is key. Before you set out to buy your first property, get to know the market. You’ll need to understand everything from local employment statistics to generally accepted rental rates. Homee further recommends understanding local housing laws and getting familiar with common property management metrics, such as maintenance cost, turnover, and occupancy rates.

If you have very little experience in real estate investing or management, consider taking a course, such as Property Management 101 from Udemy. While, at less than $50, the course is likely not fully comprehensive, it can help you understand the fundamentals and shape your mindset so that you can be a more effective manager.

Find the Right Property

Finding the right property is a crucial element in your management success, especially if you’re looking to turn a profit. But, before you buy, it pays to know why, exactly, people move into apartments or multi-housing units in the first place. Single people will often choose an apartment for the safety aspect, while others may want access to a clubhouse, fitness center, and swimming pool that they do not have to maintain.

When saving money at the beginning is one of your top concerns, you’ll need to take your time deciding on a property. You might wish to speak with a realtor about purchasing a home in “as-is” condition. This is a property that will likely need some work but, if you don’t mind rolling up your sleeves and doing some of the upgrades, seasonal maintenance, and repairs yourself, you can get a good deal and an even better return. Do keep in mind, however, that homes with an active termite infestation or other significant issues may not be the best bet. You should also have the property inspected for any potential red flags and, if possible, include a cancellation clause in the contract should your inspections yield negative results. Real estate agency Redfin suggests having an attorney perform a title search and examine pertinent land records.

Staying Organized & on Top of Things with Concierge Plus

When it is time to open your new property for tenants, being organized is essential. You will need to be able to do everything, like maintaining a resident database, booking amenities, handling service requests, accepting card payments, and tracking visitor/tenant parking. This is where Concierge Plus comes into play. Our Resident Experience Management platform can do these things and so much more. Having a reliable property management app in your toolbox from the very beginning will help you grow and seamlessly add new properties to your real estate portfolio.

Staying organized may not solve all your problems, but it will help you look and be more professional so that you can manage your property effectively. Keeping accurate records, and knowing where those records are, will also save you money in the long run.

Owning your first tenants’ property is a big job. It takes lots of preparations, from learning about local tenant housing laws to finding ways to save money from the very beginning. But, real estate is a rewarding endeavor, and there is lots of income potential.

Watch our On-Demand Webinar

We recently held a webinar on how landlords, property managers, and board members can use our resident experience management platform to help stay organized.

Watch our webinar and learn about:

  • Getting a straightforward snapshot of what’s going on in your community with our Daily Overview feature.
  • Keeping track of all tasks with our Tasks & Reminders module.
  • Keeping a digital record of every piece of equipment in your community with our Equipment Management feature.
  • Distributing information about important happenings on site, or key knowledge that just needs to be handed to the next shift with our Pass-On-Logs feature.
  • Securely storing and sharing all of your community documents with our File Sharing feature.
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Allstate Resource Management specializes in wetland management in South Florida.

Allstate Resource Management specializes in wetland management in South Florida.

  • Posted: Apr 24, 2022
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Allstate Resource Management specializes in wetland management in South Florida and preventative weed control to maintain a healthy wetland environment.

Wetlands are frequently mandated by state and county statute. When you work with Allstate, you can be assured that we are following all regulations and mandates for wetland preserves and wetland management in South Florida.

Did you know! In Florida there are more 400 water recycling projects, making our state a national leader in the use of reclaimed water. The treatment process eliminates harmful substances, but leaves traces of nitrogen and phosphorous that act as fertilizers when reclaimed water is applied to lawns and landscape. Reclaimed water can cause spikes in algae growth on lakes.

Call us at 954-382-9766 for more information on causes for algae growth

As always, thank you for your business, loyalty, and support.

Sincerely, Allstate Resource Management

 

Allstate Resource Management has over 25 years of experience in maintaining the health of lakes, ponds, wetlands, and stormwater systems. We have continued since our inception to be the leader in resource management. Our services include lake management, wetland management, stormwater drain cleaning and maintenance, erosion control, fish stocking, native plantings, debris removal, water quality, aquatic pest control, and upland management. All of our technicians are thoroughly trained and certified in order to meet the strict standards imposed by governmental agencies. This ensures that your property will be treated by only the most competent individuals who are proud of the services we render.

In addition to providing a healthy habitat, we specialize in the installation and maintenance of beautiful color lit fountains, bringing beauty and enjoyment to any lake or pond.

We also offer support services for property managers and HOA’s including educational presentations and CEU programs. Our approved courses offer continuing education credit to CAMs. Find us on the SFPMA Members Directory.

 A stormwater system is a tool for managing the runoff from rainfall. When rainwater lands on rooftops, parking lots, streets, driveways and other surfaces that water cannot penetrate, the runoff flows into grates, swales or ditches located around your property and neighborhood. These grates, swales and ditches carry the runoff into stormwater ponds. A stormwater pond is specifically designed to help prevent flooding and remove pollutants from the water before it can drain into the groundwater or into streams, rivers, lakes, wetlands, or the ocean.
Call us today to talk to one of our Stormwater Specialists at 954-382-9766 or info@allstatemanagement.com

Colleen Sullivan
Marketing Manager
www.allstatemanagement.com
6900 SW 21st Court, Building #9
Davie, Florida 33317
Phone: (954) 382-9766

New Product: SuperHanger(TM) patented PVC Pipe Hangers for Garage Piping

New Product: SuperHanger(TM) patented PVC Pipe Hangers for Garage Piping

  • Posted: Apr 24, 2022
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Lee Composites, Inc. has been supplying thousands of SuperHanger(TM) patented PVC Pipe Hanger Systems t0 Condominiums throughout Florida for over 27yrs now. It is by far the most popular pipe hanger system on the market, replacing rusted steel pipe hangers. Contact us now before problems occur.

 

THE PERFECT SOLUTION FOR SUPPORTING YOUR PLUMBING

Steel Rusts, PVC and Fiberglass Don’t. “There’s no other pipe hanger like it!” Lee Composites, Inc. introduces the PVC Super Hanger™ pipe hanger system. The Super Hanger™ pipe hanger is comprised of all nonmetallic, corrosion resistant materials and maintenance free properties.

The patented Super Hanger™ pipe hanger design allows for ease of installation on both new and used pipe, structural strength for pipe loadings and sizes to support various pipe diameters. They come in multiple sizes and are ready for immediate availability.

Learn more about Lee Composites members of sfpma view their membership listing.

Regards, Bob Lee- President
Lee Composites, Inc.
PO Box 130363
The Woodlands, TX 77393
281-782-2477

 

 

ELECTRIC CARS ARE COMING ! IS YOUR PROPERTY READY?

ELECTRIC CARS ARE COMING ! IS YOUR PROPERTY READY?

  • Posted: Apr 22, 2022
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ELECTRIC CARS ARE COMING ! IS YOUR PROPERTY READY?

by VANDELAY COMMUNICATIONS LLC

2022 is looking to be the year of the Electric Vehicle. Whether you like the idea of switching from ICE (internal Combustion Engines) to EV (Electric Vehicles) or not….they are coming and in droves.

Almost every major auto manufacturer is bringing an EV to market this coming year and from the looks of it, the wave will be small at first, but tremendous by 2023. What this means for Residential Condos and apartments, especially in High Rise buildings with limited parking, is you must be planning for it now.

Our company is already working with several Florida Management companies to bring state of the art EV charging equipment to their properties. Up until lately a lot of buildings have been allowing residents to add their own “outlet” or charger to their parking space. What this has done has taxed the electric panel to full capacity as well as contributed to a much higher electric bill because there is no control over demand charges as well as the inability to know exactly what someone is using by way of kilowatt hours.

The equipment today can offer several huge advantages to circumvent all the problems and headaches associated with EV charging as well as bring a new revenue stream to your property. the units today offer the capability to have a totally hands off approach and allow for this new stream of revenue. 90% of all EV vehicles are charging from home. Having this ability, brings value to the property by way of higher rents, higher sales prices of units and no drain on the HOAs funds except for the initial buildout which is paid back over time through correct set up of the systems financial utilities tools.

For more information or a personal presentation please contact us.

STEVEN T. MILANA
Executive Vice President of Development
Vandelay Communications LLC
“Veteran Owned Small Business”

Office: 480-805-1962
Cell: 954-214-2590
steve@vandelaycommunications.com

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Here are a few tips to keep those clients happy, and increase customer retention in the service industry.

Here are a few tips to keep those clients happy, and increase customer retention in the service industry.

  • Posted: Apr 22, 2022
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Here are a few tips to keep those clients happy, and increase customer retention in the service industry.

When you’re in the service industry, nothing is more important than keeping your clients happy. Entrepreneurs are married to their business, right? Well, your clients are your wife, and a happy wife is a happy life. Some people naturally excel in customer service. They have more empathy, listen better, and were born kind to the core. God bless them. Others, like me, have to develop a knack for customer service and find ways to fight the urge to… well, punch someone in the face.

Remember YOU can send SFPMA Articles, Sales, Projects We will send to Clients all over Florida. A a member of SFPMA you should get involved and make the most of your membership.  ideas: post articles, share your membership page, Log into the members portal for your own marketing ( Use the listed Managers List and let them also know what you do and how you can help them, We send to them all the time (over 230,000 emails sent in our weekly  Email Blast to clients/members all over Florida, Is your information part of them?.)

1. Under Promise, Over Deliver

Topping off the list is this old adage, I’m sure you’ve heard it before. Humans naturally overestimate themselves when it comes to doing work. They see a task or think about how long it will take and respond in kind. What we fail to think about are all the other things we need to get done, or the distractions we face on a regular basis. If you think you can get something done in one day, tell them it will take one week. If you finish in a day, they will be pleasantly surprised.

2. Manage Expectations

This is related to #1, but I’d like to focus more on the process. Having a process and explaining this to your clients from the start is the best way to manage expectations. If you don’t want your clients to call you every day or every hour, you should tell them from the beginning how client communication works — that you will have weekly or bi-weekly calls and other questions can be submitted via email. If you don’t want to go back and forth over design changes forever, tell them from the beginning that they have 2 rounds of feedback, and anything above that will be billed hourly.

3. Be Transparent: Don’t be afraid to say “I Don’t Know”

Everyone thinks that your clients come to you because you’re the expert. You should have all the answers, and that’s why they hired you. The truth is, you may be great at what you do, but you do not have all the answers. Things are constantly changing and your client may learn about something before you do. That’s okay. If you’re ever in a situation where you don’t know something, say “I don’t know, but let me do my research and get back to you.”

4. Mo’ Money, Less Problems

My grandmother used to say, “If it’s a problem that can be solved with money, it’s not really a problem.” Growing up I’d hear this a lot, but it took me 8 years in business to really grasp what this meant. It took experience.

Early on, if a client was unhappy or didn’t feel that I was adding enough value, I’d say something like “Well, I’m sorry you feel that way, I’ll try and do better, but I did the work so pay me”. I know you’ve been there, but believe me when I tell this will create friction in the relationship and potentially lose you a client for life. The better response is “I’m sorry you feel that way. I’m happy to refund you your money for the last month and we can find someone that may be a better fit.” Chances are they will appreciate the humility and decide to keep working with you. It works like a charm.

5. Get To Know Your Clients on a Personal Level

Becoming friends with my clients is something I’ve put a lot of emphasis on because I’ve witnessed the power of this first hand. Nearly all of my clients would call me a friend today, and that’s because I stay up on what’s going on in their personal lives. Are they taking a trip? Do they have a girlfriend, or are they married with kids? What other projects are they working on? When you know this information, you can start every call or meeting with a personal touch, immediately changing the tone of the conversation from a business meeting, to a relaxed conversation between partners.

“How you think about your customers influences how you respond to them.” — Marilyn Suttle

6. Share Valuable Content and Information

One of my personal favorite client interactions is sharing valuable content from credible sources with my clients. If I learn something new in one of the email digests I receive (Product Hunt, Launch, Morning Brew) that relates to their market or industry, I share it with them. It lets them know that a) I’m always learning about my industry, and b) I’m thinking about them. It could spark a conversation that could lead to new work or a shift in strategy, but either way, it brings you a little closer together.

7. Call Your Clients Regularly

The key to a positive relationship is communication. I like to schedule calls with all of my clients either every week or every month, and set some touch points to reach out to them randomly to catch up. We even tried creating an app for this call KIT List (Keep In Touch), which send you reminders to call your clients. Ask them how they feel about the service you’re providing, on a scale from 1–10, and if it’s not a 10, ask what you can do to make it a 10.

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