Implementation Masterclass: Is Your Client Preparing to Leave?

Upfront Pricing: Key to Increased Profitability & Stronger Client Relationships
August 14, 2017
Implementation Masterclass: How to deliver WOW service
August 14, 2017

It often comes as a shock when we receive "the letter" from another firm informing us that our client has asked them to take over their accounting work. We thought we had a great relationship with the client. We thought they were happy with our firm. They never told us that they weren't happy. What happened?!!?

In our busyness to meet compliance deadlines, we forget to pay attention to what the client isn't telling us. And even if we did know what to look for, we aren't sure what we could and should do to persuade the client to stay.

In this free 40 minute session we will answer the following questions:

  • What are the signs that your client is preparing to leave?
  • How can we win them back?
  • What does our team need to do to prevent this from occurring in the future?

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