Beyond Onboarding - Transform Your Client Relationships, From CRM Mastery to Ethical Integrity

Accountants 2.0

Ever wondered how a well-implemented CRM system can transform your client relationships from mundane to extraordinary? Join us as Steve Perpich and Ted Williamson take you through the ins and outs of client relationship management and onboarding, revealing strategies that go beyond the basics. Learn how capturing every communication touchpoint and adapting to client changes can enhance satisfaction and retention. Discover the power of proactive advisory services, informed by CRM data, to identify gaps and offer tailored solutions. Plus, find out why tracking referrals and client sentiment is crucial for continuous engagement and acquiring new clients.

But that’s not all—we delve into the art of client appreciation events and maintaining professional integrity. Steve and Ted discuss how structured referral tracking can avoid awkward situations and how different types of appreciation events, from family barbecues to exclusive online seminars, can deepen client bonds. Get tips on navigating the tricky waters of maintaining ethics when clients suggest unethical practices. And don't miss our conversation on effective client communication during busy times and the benefits of engaging with mastermind groups. Ready to elevate your client management game? This episode is packed with insights you can't afford to miss!

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فصل ها

1. Beyond Onboarding - Transform Your Client Relationships, From CRM Mastery to Ethical Integrity (00:00:00)

2. Client Relationship Management and Proactive Advisory (00:00:05)

3. Client Communication and Ethical Conduct (00:14:17)