Know your client’s routine

Hello everybody. Sorry for the lag.  I got caught up in the beautiful Minnesota summer!

Today I wanted to talk about routines. You have one. Your client has one. No matter the level of ambition or status, everyone has a routine.

Here’s my typical routine:

Get up at 7:30.
Get ready for work.
Arrive at work at 8:45.
Take a walk for lunch around noon.
Leave work at 5:30.
Stop by the library to pick up a movie or book.
Eat dinner at home.
Watch Seinfeld at 6:30.
Go to the gym (7:30 – 9pm).
Write until 11pm (blogs, etc.)
Watch Seinfeld at 11.
Go to bed at 11:30.

Now say I’m a participant in a research study. You asked for my routine and I gave it. 6 months later you try all the phone numbers and nothing works. Here’s some options:

1. Go by my house around 6:30.
2. Leave a message at the library I frequent.
3. Send an email through my blog.
4. Stop by the gym at 8pm.
5. Send a letter to my work.
6. Drive around my workplace around noon.

Getting people’s routine gives you options when the phone numbers dry up. I’ve found many people because I knew their routine. Give it a shot.

Comments!

Tracking Clients: Quick Tip #6

When talking with a client contact, don’t ask them for the locating information of your client. Ask them if they can get a message to the client. First, collectors and police don’t request this type of action. They usually push to get as much as possible. So our strategy lessens the suspicion. Second, this non-intrusive request often results in the contact offering the locating information of the client anyways. Less work for them!

Dress for the Occasion

You ever heard the phrase “You never get a second chance to make a first impression?” In the longitudinal research world, this is especially true. The way you present yourself to your clients or contacts can affect your outcome dramatically. Especially your clothes. This goes for the office or out in the field. 

For instance, when I was looking for my substance abusing clients I did everything in my power to not look like a police officer. Rock T’s, a backwards hat, Converse shoes…the whole works. I’m not saying people didn’t look me up and down, but they never thought I was a cop. If I would have looked for my clients in business casual, nobody would have talked to me. 

Make sure to think about what (appropriate) attire will make your clients as comfortable as possible. It can make all the difference. 

Offer your clients a compliment sandwich

435_sandwichAt some point during the evaluation, you’ll likely have to relay some bad or inconvenient news. However, the strategy referred to as a “compliment sandwich,” coined by the TV show “Family Guy,” actually works. Here’s an example. 

Say you want your client to come back for a follow-up interview in a month. Unfortunately, instead of  half hour interview, the next interview will be an hour and a half. What you need to do is to start with a good thing, slip in the bad thing, then end with another good thing. Let’s try it. 

“The next time you come in you’re going to make another easy $40 answering questions. The interview will be more like an hour and a half next time, but after you do this one, you’ll make $60 on your last one. Plus, your input will help prevent a doctor from having to tell a 17 year old kid he has HIV.”

So before you deliver some inconvenient news, put it in a compliment sandwich. It will soften the blow and increase your follow-up rate.

Tracking Clients: Quick Tip #5

If you need to go by addresses, do it on a cold day. The warmer it is, the easier for clients to be out and about.  If it’s chilly out, they’ll want to be curled up on the couch.

Remember Your Research Ability

At the beginning of my research career, I felt like Homer in this clip. (Hopefully I wasn’t as stupid)  It’s natural for people to question their ability, even further down the career road. This is especially true when your follow-up rate may be faltering.

But remember what got you here. Remember your instincts because yours are intact. Remember if you have the ability to be human, you have the ability to be successful in finding the unfindable. Remember the internet. Remember the strategies you’ve learned.

Finally, remember I’m here to help. There’s more to come. Stay tuned.

Looking for clients? Throw a party!

Everybody loves a party. Or a free meal. You can use this to your advantage. At the university, we threw a couple barbeques every summer. We’d invite all our current clients a couple weeks in advance. Then we’d buy some burgers, hot dogs and soda and set up shop at a nearby park. The benefits were plenty:

1. Touch base with clients.
See how they’re doing. Remind them of their future appointments. Overall, just hang with them. Great rapport opportunity.

2. Get the word on the no-shows.
Because we were working with people from the street, they seemed to know each other or knew of each other. Plus, many were inclined to talk about what was happening on the street, so we always listened for the status of other clients. Barbeques presented a perfect opportunity for this to happen. Remember, word will spread about the party on the street too.

3. Give your staff a day in the sun. 
You’re not only building rapport with clients, but the same goes for your staff.  Hanging out in the sun, eating some food and listening to music sounds pretty good to a lot of people.

So throw a party!  You’ll be pleasantly surprised by the results.

Thanks for your work

I wanted to take this opportunity to thank all of you for the research work you do. I know about the long hours of preparing – recruiting – intervening – finding – data analyzing – writing – publishing. Your dedication to helping people on a mass scale is truly inspiring to someone like me. I’ve seen the benefits of your work. I’ve spoken to the people with better healthcare, a better outlook on life, and a sense of hope for the future. On the flipside, I’ve went to the funerals of people who didn’t have the better option. Furthermore, I’ve seen the people walking around with the hopelessness in their eyes. I know it affects you as it affects me. I know you will do anything to right this wrong.

So thank you for your dedication. I truly appreciate it.

Now go tell the rest of your staff the same thing.

Tracking Clients: Quick Tip #4

If you want to confirm a client’s date of birth, try the Birth Database. If you input your clients full first and last name, a matching record will confirm a date of birth. It will also show a town of residence, but these are usually old records.

A Trip to the Dentist

My friend Trisha tried out a new dentist recently. She set down the large StarBucks latte on the counter and told the receptionist she had an appointment. They checked her in as quickly as possible.

After settling into the dentist’s chair, the hygienist went to work.

“So how much coffee do you drink?” asked the hygienist.

“A lot,” said Trisha.

“You know that’s not good-”

“Oh Carol, she’s not gonna stop drinking coffee,” said the dentist walking in. “That stuff is good!”

Trisha smiled as the hygienist shut up. 

So what does this have to do with research follow-up?  Well, for one thing, Trisha raved about the dentist and looked forward to going back. The dentist related to Trisha as a human being, not as a professional who feels she should scold her for drinking something that stains her teeth. You don’t think Trisha already knows this?

Bottom line: Try to create a research environment like the dentist did. Tell it like it is and don’t criticize them for anything. It will keep them coming back.

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