Tuesday, January 28th, 2020

Ask Your Clients For Help

“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else.” -Sam Walton

One popular question on any CPA firm client survey has told us that your best clients want to help you get more clients.

The survey question: Have you ever recommended us to any of your business friends/associates? The one answer we most often get is, “No one at the firm has ever asked me for referrals.”

You will be talking with so many clients during the next couple of months. Ask them if they are happy with your services and if you are meeting their expectations. Then, take the opportunity to ask them to recommend you to their friends and acquaintances. If you are providing awesome client service, they will be more than happy to talk about your firm to others.

Simply ask, “If you have been pleased with the service we provide, would you be willing to recommend us to others?” Hopefully, they are pleased!

  • "Satisfaction is a rating. Loyalty is a brand."
  • Shep Hyken

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