How To Make A Client List

Table of Contents

To make a client list, you must:

  1. Build a client base

  2. Ask for feedback

  3. Reward loyal customers

  4. Provide valuable expertise

When you’re 100% responsible for finding new clients to fill your freelancing portfolio, one of the biggest hurdles is how to get your name and services out there, right?

If you aren’t comfortable with this, it will make building a client base (and ultimately a career), quite difficult for you.

There are many ways to maximize your lead opportunities by simply working with the client information you have and using it to build relationships and start new ones.

What Is A Client List?

A client list is a handy document, not only for remembering the different clients that you have, but also for keeping track of the patrons that you have.

A customer client list doesn’t mean that you’ll be creating and storing customer information.

Creating a database for them, or a client list, is vital to the growth of your business. The data you’ll be storing are the different areas where you can attract potential clients.

Why Is Building A Client List Important?

Building your client list is crucial for your business to grow, so start using these tips to expand your network.

With more clients comes more revenue, giving you a broader reach and the ability to direct your business where you want it to go.

Build A Portfolio

Whatever platform your portfolio takes, you want to be able to display exactly why this new client should be choosing you over all the others.

Instead of building a single portfolio as most people do, consider having multiple portfolios (or at least having categories in a single portfolio) focused on different customer segments that you want to work with.

Start filling your sales pipeline today

Establish Your Client Base

It sounds counterintuitive to narrow your focus when you want to broaden your client base, but finding your niche is key to expanding your business.

Before diversifying your services, you first need to do one service well. This holds for pleasing clients, as well.

Figure out what demographic needs your service or product the most, and target that demographic.

Build Relationships

Okay, now is the time to use it since you’ve located your contacts, stored them in a reliable system, and organized them. Relationships don’t build themselves.

It’s important to remain friendly, helpful, and relevant in your client’s eyes.

Maintain A Digital Presence

No matter how small or large your business, a solid online platform will pull in clients searching for your company’s goods or services.

It will also be an important point of reference for potential customers you contact when touting for new business.

If you don’t have the necessary skills yourself, retain the services of a web designer and an SEO copywriter.

If You're New To The Position

Ask your predecessor for her client list.

If you’ve just started a new sales role and the person you’re taking over from is moving on to another industry sector where it’s unlikely she’ll be selling to the same individuals or companies, ask if she wouldn’t mind passing on her contacts.

You can do the same if you’ve just bought an existing business.

Start filling your sales pipeline today

Don't Avoid Networking

There’s no easy way to grow your client list. For example, many people look at paid ads as a way to overcome their discomfort with networking.

Although paid ads can be helpful, they don’t replace the need to network and send referral letters. Becoming preoccupied with busy work yields no return on investment.

Engage With Your Client's Interests

Your clients share articles, and sometimes they write their own. Engage with what they put out. Retweet. Send. Share the love.

Email is an excellent tool for marketing and has been for a long time. Email’s ROI is higher than any other digital channel, so use an email list to build your client list.

Capitalize on a client’s potential interest by sending them a welcome email immediately after signing up to remind them of your company and what you offer.

Use A Tracking Tool

Whether you are using Mailchimp, Curate, Total Party Planner, Caterease, etc., accessing every prospect and client is vital.

That way, you can view past emails, locate invoices and store conversations for you to reference.

Strengthening relationships is much easier when you can locate important information exchanges.

Provide Valuable Content

Let’s say you have an all-day package menu. Send it to specific companies that are interested in training or hotels. Make sure to provide them with info that is relevant to them.

Maybe you have a new holiday menu with a few upscale menu items.

Suppose you want to avoid appearing too “salesy.”

In that case, you can offer opportunities like hosting guest blog posts or articles that offer clients the chance to share some of their expertise with your network on relevant topics.

This can help your brand, as well, by giving you more content that allows you to use the 80-20 rule of social media: 80% of what you post should be about things other than yourself.

Ensure Quality Services

Your clients will only keep trading with you if they’re consistently happy with your service. Treat all repeat business as though you’re dealing with a client for the first time.

Run any campaigns you launch with a special offer for new customers.

Birds of A Feather

There’s a lot to be said about socializing in the right circles. This is like the culmination of all the previous tips.

Not only do you get the opportunity to learn from others and see what they are doing to better their own business, but it leads to word-of-mouth referrals.

Start filling your sales pipeline today


When was the last time you sent out a survey and asked them about their most recent experience with you? Or asked them about what menu items they would like to see?

Sending out an anonymous survey is a good way to determine what some of your hottest selling points are. And it lets your customers know their input is important.

A quick two-question survey you can execute is the NPS (Net Promoter Score).

Offer Discounts To Loyal Customers

One of the best ways of holding onto your clients is by rewarding them for their loyalty. You can also offer additional perks such as regular social events.

Running promotions and offering clients commissions for sending new business to you is another way you can keep your existing customers happy and drum up a new trade.

Ask For Feedback

Ask for feedback from previous clients to figure out your strengths and weaknesses.

Clients will appreciate this follow-up as a means of touching base, and their feedback will help you identify any problem areas and your company’s greatest strengths.

As part of the feedback process, ask clients if they are comfortable giving a testimonial that you can then feature on your website to humanize your brand.

One of the easiest ways to request feedback is by using Google Forms. Not only has Google created a simple feedback form, but there are several templates you can choose from.

This client-by-client activity template is available in Microsoft Word and PDF formats.

With a few personal touches, you will have a quick and handy way of figuring out what you need to improve on!

If you rather have a more permanent feedback feature on your website, you could always test out Freedback.

Using Freedback, you can create a custom form in HTML, copy and paste it to your site and you are good to go.

Regularly asking for feedback will drive you to produce high-quality work every time you get a new project.

Grow Your Leads With Kennected

We hope this article has inspired you to test the strength of your relationships with your clients.

Whether you want to attract new clients, new leads, or a customer list, Kennected offers a unique automation tool that does it all.

Cloud Kennect uses contact details via LinkedIn to develop client interactions for your success. It will record information on current clients and high-paying clients.

We provide templates for creating interest in your event, company, and products.

Even if the templates are left unchanged, future clients can get knowledge for access to sales and marketing details.

Check out Kennected today!

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