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.

Voice of the Editor

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