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