MARKETING & SALES

Keep Clients by Expanding Your Services Checklist

woman and man smiling and talking in business setting

Six questions to ask.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Let’s explore ways to provide additional services to existing clients. Here is a short checklist that will help you obtain additional services for your clients.

MORE by August J. Aquila
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  1. Other than accounting and tax services, what additional services do you provide to this client? Create a spreadsheet listing the type of service, the fees, the year of service, the engagement leader and the client’s satisfaction on a scale of 1 to 5. If your list of additional services is lengthy, you are providing good service to the client. If it is short, continue to the following questions.