Existing Buildings

Best practices—Engaging with new customers


Engaging with new customers is important for growing any business. It can be challenging, especially early in the process. Here are five best practices that can help trade allies engage with new customers and build better relationships.

  1. Use the Oregon Business Registry to learn about the potential customer. Knowing an owner’s first and last name when calling or visiting a business makes it easier to get past gatekeepers and reach the right person. Asking for someone by name suggests that you already have a connection making it easier to reach the decision maker.
  2. Carry your business cards and position yourself as a helpful resource. Let the customer know that you are available to answer questions or address concerns. Make it clear that you are there to help them improve their business.
  3. Be open with the customer. If you don’t know the answer to a question, do not make something up. You run the risk of giving inaccurate information, which could lead to problems later on. Instead, tell them you don’t know the answer but you’ll find out and get back to them.
  4. Follow up with customers. You may not get a ‘yes’ on your first visit or phone call but remember the more ‘no’s’ you get, the closer you are to a ‘yes’.
  5. Stay positive, be honest, do your best to assist, and ask for help when needed.

Building relationships and trust with customers is key.

For more suggestions and information, contact Jose Soto, market outreach specialist, at 503.467.2114.