Today’s Bissett Bullet: “Imagine you’re a business owner and you’ve just had a meeting with an accounting firm. The meeting went really well; in fact they made a very positive first impression and you are seriously considering leaving your current accountant to work with them. You did forget to ask something, so you make a quick call to their office … and nobody knows who you are.”
By Martin Bissett
You could be forgiven for feeling a little deflated. Now imagine you called and instead were greeted by a member of their support team who not only knew exactly who you are but had been instructed to put you straight through should you happen to call.
This is a very easy and effective way to make prospective clients feel valued, prioritized and ingrained in your firm’s culture but simple though it is, your competitors will not do it. Stand out by making sure that clients are handled in this way by your firm.
Today’s To-Do:
Diarize time after a meeting or set aside time each week to brief support staff on all prospective clients.
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