Monday, February 21, 2022 - 09:00 - 10:00

How to manage clients, easy and not so easy…

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How to manage clients, easy and not so easy…

Monday, February 21, 2022 - 09:00 to 10:00

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You’ve won the clients - but with the thrill of new business gone, you now need to manage them. Their wants, their needs and, crucially, their expectations. In this second episode, Lucy and guests look at how you manage your clients at scale, the best technology solutions you can use and when to use face-to-face. Our guests also discuss dealing with tougher clients and how to have those difficult conversations. This episode covers:

  • The latest apps and CRM solutions to use 
  • When to automate and when to get personal
  • The challenges of growth and how to train your team in your image
  • Quality vs quality - when to bring in the human touch
  • The client relationship and how to have turn difficult conversations into productive ones

By the end of this episode you’ll be able to:

  • Identify the best management techniques for your business
  • Understand to scope of automation for client management
  • Appreciate the steps needed to train your team in client management
  • Understand how to have difficult conversations with poor-fit clients

You will earn 1 CPD point by attending this free 45-60 minute session in full

You must be registered and logged in to an AccountingWeb account to claim CPD points.

Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.

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