Thursday, August 29th, 2019

Be Proactive – Show Your Clients You Care

“Appreciation is a wonderful thing. It makes what is excellent in others belong to us as well.” – Voltaire

Client surveys tell us that they wish their CPA was more proactive. What kind of Action Plan do you have in place to continually communicate with clients?

These actions fall under the “this is how we do it here” category. Teach your staff how to do it.

  • We take new hires along to client meetings.
  • We expect every person in the firm to have a role in marketing.
  • We provide continual performance feedback to our employees.
  • We close the office on Fridays in the summer.
  • We acknowledge every team members birthday.
  • We have a client service plan for “A” clients and a different one for “B” clients.
  • We send our clients a birthday card.
  • We thank our clients in different ways for simply trusting us as their financial and business advisor.

Should any of these “this is how we do it here” bullets apply to your firm? What else can you add?

 

  • "As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them."
  • John F. Kennedy

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