How do I introduce my cheese shop’s loyal customers to a new owner?
Tell your most loyal customers yourself, once the sale is firm, and bring the new owner into the shop beside you. Pass on what regulars like, host a tasting, and keep the counter, the range and the welcome familiar. Customers follow people they have met over a cheese board.
Loyal cheese customers come for advice as much as product. They want someone who remembers that they like a washed rind, or who will hold a wedge for a dinner party. Begin by making a list of those regulars and what they buy. Share it with the new owner, along with stories about what each customer enjoys and what to avoid.
Timing matters. Do not announce a sale before it is certain, but once it is, tell your best customers directly rather than letting a sign or a post do the work. A handwritten note or a conversation at the counter feels personal. Then plan a few weeks of overlap, with the new owner at the counter, learning names and tasting with customers while you stand beside them.
Keep the experience steady early on. Avoid big changes to the range, the layout or the way samples are offered, and ask the new owner to introduce changes slowly. Consider a small tasting event where regulars can meet the new owner and ask questions. Your accountant and lawyer can advise on customer lists, privacy and any promotions or gift cards that carry over.
Key takeaways
- List your regulars and what each one likes before the introductions.
- Tell the best customers yourself once the sale is firm.
- Overlap with the new owner at the counter and change very little at first.
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Sources
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- 01Business Development Bank of CanadaGovernmentAdvice for succession planning - Articles and tools
- 02Business Development Bank of CanadaGovernmentWhat is succession planning?
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