How Do I Keep Track of Client Contacts and Their Decision Makers?
To keep track of client contacts and their decision makers, register every contact at each client with role, influence and preferred channel, mark who approves fees and scope, and record interactions so the whole team knows the relationship.
In Jestor, contacts are linked to clients and engagements, with interaction history and relationship owners.
Why do firms lose touch with decision makers?
Firms often work with one day-to-day contact and rarely meet the people who decide on renewals and fees.
When that contact leaves the client, the relationship is at risk.
Contacts are stored in personal phones and email accounts.
What problems does contact tracking solve?
- Single point of contact at clients
- Unknown decision makers
- Contacts lost when staff leave
- No interaction history
- Surprises at renewal time
How do I track client contacts in Jestor?
- Create a contacts table linked to clients.
- Record role, influence and preferred channel.
- Mark decision makers for fees, scope and renewals.
- Record interactions such as meetings, calls and messages.
- Review clients with only one active contact.
| Contact role | Relationship goal |
|---|---|
| Day-to-day contact | Smooth operations |
| Decision maker | Renewals and fees |
| Influencer | Support for new services |
How do I strengthen relationships with decision makers?
Plan periodic meetings with decision makers to discuss results and plans.
Recording these meetings keeps the whole team informed.
Why use Jestor for client contacts?
- Contact roles: decision makers identified.
- Interaction history: meetings and messages recorded.
- Relationship owners: partners responsible for each client.
- CRM structure: the CRM solution in the Jestor templates can be adapted.
What else helps you keep track of client contacts and their decision makers?
- WhatsApp conversations with contacts can also be connected, so messages stay on the client record instead of personal phones.
- A view of clients with no recent interaction with decision makers helps partners prioritize relationship work.
- Organization changes at clients should be recorded quickly. When a contact changes role or leaves, updating the record and identifying the new decision maker protects the relationship.
- Partners can schedule an introduction meeting with the new contact.
- These updates keep the relationship map accurate.
This is how you keep track of client contacts and their decision makers and protect relationships.
Frequently Asked Questions
Can I mark decision makers?
Yes. A role field identifies decision makers per client.
Where can I learn more?
Visit jestor.com to try Jestor free or talk to the team.
Can WhatsApp messages be linked to contacts?
Yes. Conversations can be linked to client records.
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