Developing a healthy relationship with your clients is necessary for the success and sustainability of your firm.
Overview
Developing a healthy relationship with your clients is necessary for the success and sustainability of your firm.
This interactive course will show you the tools and strategies to turn your clients into advocates for your business through the cultivation of positive perceptions, thereby building your reputation and increasing your returns.
In today’s environment, dissatisfied clients can easily and immediately move to another firm or practitioner. This makes every engagement with your clients a potential opportunity for you to stand out as a key differentiator and establish value.
Having a focus on client care is an important aspect to maintaining and building your client base. Understanding and defining your clients will help you target your communications and successfully address their specific needs. It enables you to see the big picture, gain insight into your clients’ expectations and build an action plan to ensure these expectations are being met.
To this end, a Customer Relationship Management (CRM) system can be a valuable asset in building a client-centric culture in addition to providing numerous other efficiencies across your business.
This course is designed for immediate workplace application and contains a range engaging activities, videos and infographics.
Key topics:
- The Client Relationship
- Managing Client Perceptions
- Reviewing a Client Base
This course consists of one online course and one online assessment.
Objectives
- Identify the benefits of demonstrating client care and using a Customer Relationship Management (CRM) system.
- Recall the benefits of using a client classification process.
- Identify a set of criteria for classifying a client base.
- Review a client base against a set of classification criteria.
Audience
This course is aimed at all accountants in practice who want to grow their business by enhancing client engagement.