Each day your team wastes valuable time chasing clients. Requesting information. Sending reminders. Asking for clarification. Pointing out something missing. Nagging again with yet another reminder.
It sucks time out of every day, it's frustrating, it hurts the client relationship, and it's impossible to predict and plan for.
In this video, Ian Vacin shares client management best practices that will significantly reduce this negative impact.
How to communicate your expectations at the start
How to bring your clients into your workflow so everything is managed in one place
How to avoid any confusion over deadlines or ownership
Tools to automate data collection and reminders
Chief Customer Officer, Karbon
Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.