The Phone is Your Friend
Emailing and texting clients on a regular basis may put you at risk of commoditizing your business relationships. By far, the most personal approach to reaching out to your clients is over the phone. When setting up an appointment, a phone call is recommended and an email confirmation for follow-up is appropriate.
Whenever a business communication is complex and there is the possibility of confusing a client, make the phone call. According to BIA/Kelsy, phone calls are 10 times more likely to lead to sales opportunities. The conversation becomes education.