10 Steps to Developing Effective Client Service Strategy

Stephanie Leon of Results Accountants' Systems presented a free, interactive workshop on AccountingWEB in which she explained several useful measures that you can take to ensure that your clients are well-served and content.

Among her suggestions are:

Step 1: Commit yourself to the project
Step 2: Assess where the business is at in terms of the present service level
Step 3: Determine your customers' needs
Step 4: Set performance standards
Step 5: Identify the moments of truth in the process of doing business
Step 6: Manage your business through the eyes of your customers
Step 7: Focus attention on your team members
Step 8: Train, then empower your team members
Step 9: Implement a feedback system
Step 10: Create a continuous improvement mentality

Workshop participants joined Stephanie in contributing several ideas as to how these steps can be performed successfully. Read the entire transcript of the workshop.


Already a member? log in here.

Editor's Choice

Upcoming CPE Webinars

Nov 24This webcast presents basic principles of revenue recognition, including new ASU 2014-09 for the contract method. Also, CPAs in industries who want a refresher on revenue accounting standards will benefit.
Dec 3The materials discuss the concepts and principles in the AICPA’s new special purpose framework.
Dec 9A key component to improving your firm’s workflow efficiency while enhancing your profitability at the same time is how you leverage emerging technologies.
Dec 9Kristen Rampe will cover how to diffuse the tension in challenging situations in this one-hour webinar.