Taking customers to lunch, dinner or breakfast, or just buying them a cup of coffee is a good way to solidify relationships and generate referrals. During mealtimes, people tend to be more relaxed and are more likely to openly discuss their issues, giving you an opportunity to propose solutions. At some point in the conversation, customers usually ask, “so, how are you doing?” or “how’s business?” This is an opportunity to tell them that things are going well, that you are looking for more customers and would appreciate any introductions.

As with all of our tax tips and web pages this information is necessarily summarised and of a general nature.  If you would like detailed specific advice please contact us.