Monday, March 7, 2022 - 09:00 - 10:00

How to retain clients

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How to retain clients

Monday, March 7, 2022 - 09:00 to 10:00

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With location not the attraction it used to be and Google Ads and social media offer temptation at every click, preventing your clients’ heads from being turned is a constant battle. How do you retain your clients in 2022 whilst still retaining boundaries and not promising the earth? In this third episode, Lucy and guests look at how smart management and reporting can ensure your clients feel happy all the time and not just when you pick up the phone. 

  • Data and dashboards, constant reporting, consistency
  • How to spot when clients have itchy feet
  • Dealing with people who threaten to leave
  • Boundaries and the temptation to over-promise
  • How to make more of long term clients - upselling new services?
  • When to say goodbye (push to next episode)

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

  • Identify the best measurements for client retention
  • Understand the scope of automation for client retention
  • Appreciate when it’s ok not to retain a client
  • Understand how to decrease your churn rate

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.

More from this show

How to lose clients (and how to let them go)

How to manage clients, easy and not so easy…

How to attract and win clients

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