No one wants to feel like just another number. If you’re a small business owner, coach, or consultant, making each client feel seen can set you apart in a big way.
The good news? Personalisation doesn’t have to be overwhelming. With a few simple steps – and a little help from Wattman AI – you can build stronger relationships and increase client loyalty, without adding more to your plate.
Use Their Name
It might seem like a small thing, but starting your emails or messages with the person’s name makes a big difference. It tells your client, “I know who you are and I’m talking to you directly.”
Most CRMs – including Wattman AI – make this easy. Just add a personalisation tag like {FirstName}, and it’ll automatically use the right name in each message you send. Whether it’s an email, text, or social DM, it adds a friendly, human touch.
Pay Attention to Past Behaviour
When someone buys from you, clicks a link, or downloads something, they’re telling you what they’re interested in. Use that information to suggest something that’s genuinely helpful or relevant to them.
For example, if a client books a coaching session on mindset, you might follow up with a link to your next mindset workshop. It shows you’re paying attention and adds real value – not just noise.
Send Content That Matters
Not every client wants the same information. Some people are new to your world, while others might be experienced and ready to invest more. When you tailor your content based on where someone’s at, they’re more likely to engage with it.
With Wattman AI, you can set up smart tags or groups based on client behaviour. Then send content that actually fits – whether that’s a quick tip, a course offer, or a detailed newsletter.
Celebrate Their Milestones
Birthdays, anniversaries, or even the date of a first purchase – these might seem like small things, but acknowledging them can really strengthen your client relationships.
A simple “Happy anniversary – it’s been one year since you joined us!” can go a long way in making someone feel valued. The Wattman AI CRM can automate these little touches so they happen consistently, without you having to remember every date yourself.
Keep It Simple – and Make It Personal
Personalisation doesn’t have to mean complicated tech or big marketing teams. It’s about showing people you care. Using their name, recommending the right thing, and recognising their milestones all help build trust and connection.
If you’d like to personalise more without adding manual work to your day, Wattman AI can help. It’s designed for small businesses like yours – simple, smart, and built to save you time.
Ready to create a more personal client experience? Let’s chat and see how Wattman AI can take care of the small touches that make a big difference.
