Client Service - Practical and Innovative Ideas to Make Your Firm Stand Out

Objectives

Using feedback from firms, market research and first-hand experience, this course will look at ways firms can stand out from their peers without spending too much money or time.

Key Topics

Understanding clients’ needs – what do they think is good service?

Onboarding – building a client relationship from the outset

Nurturing your best clients – keeping them informed and engaged

Building communities of like-minded entrepreneurs

Releasing your team to take the client care lead

Developing more referrals from happy clients

Leveraging your social media presence

Giving the best in-person impression

How technology can help give your clients a personalised experience

Who Should Attend

This webinar is suitable for anyone working in an accountancy practice that has regular client contact, and in particular those that manage a client portfolio.