Customer Service Tips - Practical Tips for Achieving Effective Client Communication 

Published September 19, 2006

Maintain clear and reasonable expectations:

  • When the situation warrants, adjust your clients expectations promptly.
  • Report project status regularly.
  • Avoid surprises.

Avoid fee-related misunderstandings:

  • Discuss fees during the first meeting.
  • Furnish a written fee agreement.
  • Bill periodically and promptly.

Make time to educate your client:

  • Share your work with the client.
  • Involve them in the process.
    • Add value beyond the services being provided.
    • Create a positive experience for the client.

Show that you care about your client as a person:

  • Highlight potential personal implications of accounting and financial issues and situations.
  • Remember personal details such as names of family members, key milestones, birthdays, etc.
    • Write them down.
    • Calendar them so you remember to mention them.
    • Send cards and personal notes.
  • Be focused and actively engaged in serving your client.

 




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