Share this content

Coronavirus and POTENTIAL client meetings?

Taking them?

Didn't find your answer?

Hello 

In light of Coronavirus, are you taking any potential client meetings? I do not know the age potential client. I am not under 50 either. 

Are you aking existing client meetings? Interested to know. I am not. 

Thanks 

Replies (26)

Please login or register to join the discussion.

avatar
By SXGuy
17th Mar 2020 11:41

Given in a few weeks it's year end I'd find it hard pressed to not take any appointments. However i will be giving those who don't need to visit the option of telephone appointments.

Thanks (1)
Replying to SXGuy:
avatar
By ohgoodgodno
17th Mar 2020 11:54

and skype as well

realistically there will be some existing clients who wont be able ride out this storm as they've always been on the edge financially anyway

would be foolish not to look at potentials if there is a safe way to do it, you've got to think of your own contingency plan

Thanks (1)
Replying to ohgoodgodno:
avatar
By SXGuy
18th Mar 2020 07:16

My office has a door downstairs with a letter tray near the entrance so I guess I could in theory ask clients to leave their work there to avoid contact. However the question begs what do you do when touching it.

Thanks (2)
Replying to SXGuy:
avatar
By MW-BM
18th Mar 2020 11:46

Maybe ask them to email the data or use Receiptbank or sth similar.

Thanks (1)
Replying to MW-BM:
avatar
By SXGuy
18th Mar 2020 13:23

With Some that's possible. With your shoe box client it's unlikely.

Thanks (1)
avatar
By Sharon W
17th Mar 2020 12:16

I have contacted my clients to say I won't be holding face to face meetings but will be available via email, phone or Skype.
Feedback so far from clients is positive.
Regarding paperwork being dropped off, I am fortunate to have a seperate office where the client can leave their paperwork safely and securely without coming into contact.

Thanks (1)
avatar
By Mr_awol
17th Mar 2020 15:06

No appointments in or out of the office. Very few exceptions, and being a new client isn't one of them. We have to protect staff and clients as well as our own business and feel this is the best way to do that.

Thanks (1)
.
By Cheshire
17th Mar 2020 15:25

I'm in a high risk group so effectively on lockdown for the forseeable. Clients ok with it, most can easily drop papers off to my home office.

Just have one whose books I work on at his house via his own sage (not cloudy!) for the qtr vat, due to end of Feb, plus year end March, so had 2 visits booked in to box these off. No idea what to suggest. Any ideas gratefully received!!

Thanks (0)
Replying to Cheshire:
boxfile
By spilly
17th Mar 2020 19:18

Could they back up their Sage and get it over to you/you collect at arm’s length. Then you work on it and send them back the updated version to reload.
Works for us for a rather distant client, but it does means that the client must remember not enter anything on Sage in between. We also always have to do a phone call to instruct them as they install the new version as they are not great on technology.

Thanks (1)
Replying to spilly:
.
By Cheshire
17th Mar 2020 19:46

Thanks for the suggestion Spilly, but unfortunately their sage version is too far adrift of the one I have, so anything I do on mine they couldn't then access back on their version.

Thanks (0)
Replying to Cheshire:
boxfile
By spilly
17th Mar 2020 20:44

That’s why we have old versions of Sage going back to V12 on one of the PCs. And I think there might even is be a V8 kicking around on a disk somewhere.
If client has his original Sage disk, then you might be able to load it up using his details? Always assuming that it’s the client that hasn’t upgraded and not you!

Thanks (2)
Replying to spilly:
.
By Cheshire
17th Mar 2020 21:02

I will check it out with him tomorrow. Thanks again

Thanks (1)
Replying to spilly:
avatar
By [email protected]
18th Mar 2020 11:43

Another option would be to use a remote desktop client like teamviewer or the one built in to windows (Pro and above - not home)
Teamviewer works well but, whilst free for private use, costs for commercial.
for a one off you'd get away with private use I think.

Thanks (1)
Replying to [email protected]:
.
By Cheshire
18th Mar 2020 12:51

Thank you for the suggestion Peter. I have used Team Viewer in the very distant past, and reckon I might get away with a one off freebie.

Thanks (0)
Replying to spilly:
avatar
By akr129
18th Mar 2020 13:49

I don't have Sage software but for clients who do I generally export their current year nominal ledger and trial balance into excel then work on these copies. I can then give them the journals to put in for the corrections required so that their copy matches the year end accounts.

Thanks (1)
Replying to Cheshire:
By aiwalters
18th Mar 2020 10:58

Can you not use Teamviewer or similar to remotely log on to their computer and access their Sage and do whatever you need to do on their computer, remotely.

Thanks (1)
Replying to aiwalters:
.
By Cheshire
18th Mar 2020 12:50

Thank you for the suggestion. That is most definately an option. Just waiting to hear back from my client.

Thanks (0)
avatar
By In a Daze
17th Mar 2020 22:46

I have been doing mine remotely for nearly years, I cannot remember the last meeting i had at the office.

Thanks (0)
avatar
By Carl London
18th Mar 2020 07:14

All cancelled. Just phone, Skype and email now. Unfortunately it does mean we probably can't sign up a particular new prospect, but most other new enquiries are OK with it.

Thanks (0)
FirstTab
By FirstTab
18th Mar 2020 08:01

Thanks for the response. I prefer NOT to have meetings since I have found it is far more efficient to use the phone and email. Most potential clients prefer a first in-person meeting. After this, they are okay with emails.

Meetings take up too much time and both parties do not have the space to provide a considered response.

One positive from Coronavirus maybe move away from meetings and conferences. Xero Con cancelled GREAT. I will watch it online since I can work and ignore all the sales pitches.

Thanks (1)
avatar
By mbee1
18th Mar 2020 10:26

We haven't yet cancelled our face to face appointments but have just emailed them telling them that we might. If that does happen we will just change it to a telephone or Skype appointment on the same day and at the same time as their original face to face.

Thanks (0)
avatar
By meadowsaw227
18th Mar 2020 10:47

Had a client round yesterday who just wanted to sign the 31st January limited company accounts and pay.
He more or less insisted and said the Corona virus at its worst will sort out the housing/pension/NHS problems at a stroke ! .

Thanks (2)
Replying to meadowsaw227:
avatar
By Mr_awol
18th Mar 2020 12:46

I have quite a few clients who are, quite frankly, total [***].

1) It appears im not alone
2) so far ive managed to avoid telling any of mine what complete cockwombles they are. Did you manage to do the same in this instance?

Thanks (1)
7om
By Tom 7000
18th Mar 2020 12:29

I was talking to an accountancy practice selling agent and I said with off payroll rules and loss of lots of clients there will be a lot of firms for sale? As people will not work for low wages?

He said... you will be surprised.

The only thing that will stop them is ill health a nd an epidemic...

two weeks later.....

He must be rubbing his hands together...

Thanks (0)
Replying to Tom 7000:
.
By Cheshire
18th Mar 2020 12:53

I wish now I hadnt been talking about Eyam, the plague village, a few weeks ago and saying how the planet is over-populated!

Thanks (0)
Red Leader
By Red Leader
18th Mar 2020 14:42

FT, I thought by now, even before CV, that you would have prospects signing up via your website.

Thanks (0)
Share this content