Updating Your Clients

I’d like to talk about communication.

You see, if you want to secure the best clients, you need to talk to them. And, you need to do that frequently. Without that, you won’t be able to develop meaningful relationships.

Luckily, it’s not that hard to achieve. You don’t need to master public speaking or any of that. The key to successful communication is frequency. Develop a schedule and stick to it.

How does a good schedule look like? It’s made of three core elements of every accounting firm’s communication:

Annual General Meeting

You can send your clients all the papers and reports over email. Whatever you want. With one exception. There’s one thing you absolutely CANNOT deliver in any other way than during a face-to-face annual meeting.

I’m talking about an annual report. Why?

It’s the single most important report a company gets from you. This shows that you care and want to keep working with them. Gives you an opportunity to answer all their questions. And, sets your business apart from everyone else out there.

 Check Up Visits

Face-to-face meetings are effective. When was the last time you visited your client?

There’s nothing that shows commitment more than occasional check-ups with your client.

Thankfully, you don’t have to do that too often – twice a year is enough to build a relationship without annoying them.

Proactive Phone Calls

Don’t wait for your clients to call you – call them. Seriously, there’s nothing more effective than being proactive. Again, don’t do that too often.

Every 3-4 months is enough. But it may happen they have a problem you are able to solve over the phone and they’ll be thankful for that. And, even if there’s nothing they might need help with, they’ll be glad to know that you care.

Now that you know the three key elements of an effective communication schedule, all that’s left is putting them into your calendar.

Once they’re there, it’s way easier to execute all that.

Simple? It sure is!

Until next time,

Rob