Tag
#Client Retention
Posts tagged Client Retention.
Client Experience
Closing a File So the Client Comes Back
The close of a file is the last impression your firm leaves and the moment most likely to generate a referral. A five-step closing checklist makes it deliberate rather than an afterthought.
Client Experience
A Client Update Cadence That Prevents Anxious Calls
Anxious calls from clients almost always mean not enough communication, not a difficult client. A predictable update rhythm costs little and prevents the calls before they happen.
Client Experience
The Conversation Nobody Wants: Turning an Unhappy Client Around
One tense call went sideways before it recovered. Here is what actually changed the moment the client stopped fighting and started to feel heard again.
Client Experience
The Closing Letter That Makes Clients Come Back
The final letter you send shapes whether a client comes back or refers you. Here is how to close a file so it does both.