Articles Tagged ‘Business promotion’


Thursday, December 22nd, 2011

In my previous post, I talked about how important it is in the home inventory sector to maintain confidentiality with your customers. This is tough, because referrals are a huge part of this business. So, how do we create a balance talking about our work AND keep the integrity of our Confidentiality Agreement?

One way, as mentioned in that post, is that we are fortunate enough to have customers provide testimonials for our website and offer to tell their story in our blog posts and newsletters. When people offer, that’s a great opportunity and we seize that immediately!

However, there are two other very easy ways to maintain that trust and still be able to discuss your work.

Don’t reveal their names

We often say “one of our customers…” or “during a recent inventory …” when giving examples, answering a question, etc. By not stating a name, address or even the city, you aren’t revealing any information that would give that person’s identity away.

Ask for permission

We recently provided an inventory for a heating and air conditioning company. We signed and discussed our Confidentiality Agreement with the owner. Then we also asked if we could post comments on Facebook about his new-found peace of mind and ability to prove ownership of his assets. He was more than happy to say yes, because he realizes the value of others talking about his company. He, in turn, thanked us on Facebook. You can do this on Twitter and all other social media sites as long as you have obtained permission of your client.

Obviously, it’s less of a confidentiality issue with a company, since people are in public buildings more than a person’s home, and a company’s information is already “out there”. But the need to ensure this level of professionalism is important, nonetheless.

When asking for permission, it’s important to state exactly what you plan to do and stay within those restrictions (notice I didn’t include his company’s name since I didn’t have permission to do so).

These are simple ways to preserve the promised confidentiality, to not disclose your clients’ names, and still be able to tell others about your work, your process and answer specific questions that can be best answered with an example.

Cindy Hartman
Hartman Inventory, LLC

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