Clients may not be as dumb as Homer, but they do feel the pressure if you don’t treat their private information with respect. So here are some tips for filling out a locator form with a new research client.
1. Fill it out as late as possible
Unless you’re a jerk. Then do it as early as possible. Seriously, the more time you have to build rapport, the more they will trust you and tell you.
2. Document their daily routine
No matter who you are, you have a routine. Drug addicts, doctors, acrobats…everyone. Asking them to describe a typical day is a good way to get them talking, and it also prevents you from waking them up during their nap time between 2 – 3 pm.
3. Don’t settle for one phone number
Things change. Maybe all you will need is one phone number. But think about the last time you changed your cell phone number. Did you know you were going to change it 6 months prior, or even 3 months? Get as much contact info as you can, including people who can get a message to the client (use those words too).
4. Ask for their Social Security Number last
Send me your SSN to this email. What? I’m a professional!…It’s a moot point. This is sensitive information and you don’t know me. Remember this the next time you ask a client for one. Explain the reasons why you are asking for one, and exactly how you would use it (if needed).
5. Have them fill it out if they prefer
Bottom line: Do whatever makes them the most comfortable when giving their personal information. If they fill it out themselves, thank them for saving you some work. But make sure it is adequate before you send them on their way. And if their handwriting is like mine, God be with you…
Check out this post and try applying the philosophy to the locator form experience. If you have any other tips with locator forms, please comment.
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