If you're an accounting or bookkeeping practice owners who are looking to scale their business whilst working fewer hours, earning more money, and having more choices in life, then you're on the right website.
The above recording is a discussion of The Wize Guys, Ed Chan with Wize Mentors, Thomas Sphabmixay, and Timothy Causbrook discussing how having a referral program in place increases the chances of getting quality referrals and keeping the business of these clients. They also shared insight on understanding Quad activities and how tracking client NPS as part of the Fab5 KPIs can also lead to a much more streamlined referral system.
Find out how a solid referral program and the system can help your accounting practice scale up.
Here are some of the facts that you'll learn from this audio:
How to implement a referral process
Why referrals are the most efficient way to leverage
The importance of client service and communication
What is the ideal time to respond to clients
Understanding the service industry
How to create a communication client policies
Why client approval meeting is essential
Tips for giving value to clients
The positive impact of having your clients involved
Understanding the emotional bank account
How to build a solid referral system
The biggest challenge with referrals
How habits can affect leading
The importance of being patient
Why you should know your team member’s full potential
How to build a referral strategy
Understanding the different concepts of quad activities
Why the first year is all about investment
The importance of having the right mindset
Best strategies and attitudes to make your team ready
How client tracking can boost referrals
Why it is more expensive to win a new client than your existing client
How to take action
Download the full transcript here.
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