12-4-1 Touch Point Framework
Technique
Structuring a consistent, scalable client communication cadence that demonstrates ongoing engagement without requiring highly personalized or time-intensive touch points
"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 quarterly things ..."