Episode 389: The Fall Client Connection Plan: Stay Top of Mind Without Being Salesy

client relationship fall connection toolkit prospecting Oct 23, 2025

Fall is the perfect season to reconnect with your clients — but nobody wants another generic email or market update. In this episode, Jan O’Brien and Matt Emerson share authentic, actionable strategies to help you stay top of mind without being salesy.

You’ll learn how to use our 4-step Fall Client Connection Plan to build trust, strengthen relationships, and generate more referrals naturally. Plus, get inspired to host a simple Fall Client Appreciation Event that keeps your brand visible in a warm, genuine way.

What You’ll Learn in This Episode

Why Fall is the perfect time to reconnect with your database
The 4-Step Fall Client Connection Plan:
• Segment your database
• Deliver seasonal value (checklists, event guides, gratitude outreach)
• Add a personal touch
• Invite, don’t sell
How to host a Fall Client Appreciation Event to strengthen relationships
Ways to use AI tools (like ChatGPT & Canva) to save time and personalize your marketing
Why “connection beats conversion” every time — and how to make that your strategy

Free Download:

Fall Client Connection Toolkit
Includes email & text templates, Canva-ready event guides, a client event checklist, and a bonus AI prompt sheet.
Download it free at https://www.wbnlcoaching.com/offers/ZQfsLF3A/checkout

Key Takeaway Quote:

“Serve first. Connect genuinely. The business will follow.” — WBNL Coaching

Resources & Links:

And check out our Clarity Series:

Learn more and enroll today: https://www.wbnlcoaching.com/offers/gYRTUBia/checkout