Webinar: Engagement and Client Retention Best Practices

WS259  |  Course  |  Basic  |  Scheduled

Description

Positive client relationships require work. Miscommunication, unrealistic expectations, and differing personality styles may strain a client's relatio

Credits

Number of Credits Type of Credits
1.00 Business Management & Organization
1.00 Communications & Marketing

Designed For

Accounting and finance professionals seeking to understand how to engage and retain clients

Prerequisites

None

Highlights

  • Managing client expectations
  • How automation improves client engagement
  • Understanding the role of feedback systems
  • Seeking referrals
  • Building client loyalty
  • Customer retention marketing
  • Expanding services offered to clients
  • Knowing when it is appropriate to enter new markets

Objectives

  • Create and implement a client retention strategy
  • Create content to educate clients
  • Track customer retention metrics
  • Leverage employee engagement with clients
  • Map your customer journey
  • Understand the role of technology in improving client retention

Preparation

None

Notes

This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.

You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.

Prices

Member (Early Bird)
$119.00
Non-Member (Early Bird)
$119.00
Member
$119.00
Non-Member
$119.00
Your Price: $119.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.