Keeping Your Clients Happy

Happy clients pay bills timely, bring new cases, and refer prospects. See below for tips on keeping clients happy. Learn more by reading books about customer relationships and customer service.

1. Call clients regularly
2. Reply promptly to emails and voicemails
3. Alert clients to planning opportunities

4. Consider offering fixed fees (instead of hourly rates)

5. Send a monthly e-mail or newsletter with news and planning tips

6. Use client satisfaction surveys to identify areas for improvement

7. Set and maintain expectations for timing and results

8. Show appreciation and concern

9. Provide staff with training on customer satisfaction

10. Get to know your clients and keep notes in their profile


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