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technique
12-4-1 Touch Point Framework
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Last discussed Jul 23, 2026
A client communication cadence framework: 12 monthly touch points (reviews/emails), 4 quarterly in-depth check-ins (phone calls), and 1 annual in-person meeting.
Recently discussed in
Client Engagement Trap And Balancing Touchpoints Vs Rapid Responsive Service - Kitces & Carl Ep 195
Carl Richards · Jul 23, 2026
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Carl Richards
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Used for: Structuring a consistent, scalable client communication cadence that demonstrates ongoing engagement without requiring highly personalized or time-intensive touch points
Praised: Scalable, consistent, competitive differentiator when paired with rapid respo...
vs: Contrasted with high-volume highly personalized touch points which research s...
"The number of touch points data — I really found it useful, and I think I would still do this if I were to start a firm again. It was 12-4-1. A monthly touch point, four times a year more in-depth — probably a phone call — and one of those quarter..."
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