Winning Client Service

Published on Nov 18, 2015

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PRESENTATION OUTLINE

WHAT DO YOU NEED TO DO TODAY

TO IMPROVE YOUR CAREER AND THE AGENCY?

#1 WHAT THE CLIENT WANTS

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#2 SET EXPECTATIONS

BE PROACTIVE AND TAKE CONTROL

STANDING CALLS

WEEKLY, BI-WEEKLY OR MONTHLY

SEND OUT A CALENDAR INVITE

REPEAT THE INVITE FOR THE CONTRACT TIME PERIOD

BOOMERANG

GMAIL APP
Photo by Randalfino

CREATE AN AGENDA

USE GOOGLE DOCS AND KEEP THIS A ROLLING DOCUMENT

THE AGENDA: WHAT THE CLIENT CARES ABOUT

BOTTOM LINE THE MOST IMPORTANT THINGS

USE BULLETS AND KEEP IT SHORT

ASK FOR CLIENT'S AGENDA

SEND AN EMAIL THE DAY BEFORE ASKING FOR THIS

SEND AGENDA BEFORE THE CALL STARTS

A FEW HOURS BEFORE GIVES CLIENT A CHANCE TO READ IT

#3 DOCUMENTED RESULTS

INTERNAL EFFICIENCIES

IMPROVES COMMUNICATIONS

CLIENT KNOWS WHAT TO EXPECT

DOCUMENTS HISTORY OF CALLS

USING ONE ROLLING GOOGLE DOC FOR ALL AGENDAS

HAPPY CLIENTS

HAPPY YOU!

CHALLENGES?

@LISABUYER :)

MAKE A CLIENT HAPPY = GOOD PR

Lisa Buyer

Haiku Deck Pro User