In this course, you will learn how to establish a successful client relationship management process and create a growth strategy.
Overview
In this course, you will learn how to establish a successful client relationship management process and create a growth strategy.
Do you know what your clients are expecting from you? Many accountants provide excellent transactional services without meeting the true needs of their clients. This leaves your clients vulnerable to competitors who may offer lower rates or value-added services.
Most clients desire a service that delivers more than what they expect from it. But in order to exceed expectations and deliver more value you must, in the first instance, understand what your clients are expecting.
Once you have achieved loyalty with your existing client base, you may want to consider developing a plan of action that allows you to grow your business. Use your client data to build a growth strategy to help you understand your current capabilities, identify existing gaps in your services and highlight aspects of your business that are being under-utilised.
This course will keep you engaged through multi-media interactions, activities and a case study and you will immediately see the relevance and applicability to your own business context.
Key topics
- Client Expectations
- Growing Your Business
- Identifying Growth Opportunities
This course consists of one online course and one online assessment.
Objectives
- Identify factors which influence client expectations of an Accounting firm
- Recall the steps to improve client expectations of your firm
- Use a Gap Analysis framework to identify strategies to grow business revenue
Audience
This course is aimed at public practitioners with aspirations to evolve or upgrade their public practice for the future.