Client Retention / Meeting Notes August 2020

Location: Virtual

Attendees: Janet, Salma, Cathy, Christine

Announcements

Upcoming Meetings

Meetings will be held virtually until further notice.

The next two meetings have been posted on the website, and registration is open.

September 15 – Billing Practices (including a Member Spotlight on Accounts Receivable Best Practices from Jacquie Manore)

October 20 – Making Time for Professional Development

November 17 – The Best Business Advice You’ve Ever Received

December 15 – Holiday Social

January 19 – Your Goals for 2021

In the comments, please let us know what topics you’d like to learn about, explore, or present on in the future and/or if you have any ideas for a fun virtual social.

Discussion: Client Retention

Do you spend more time trying to attract new clients, or focusing on those you already have?

Repeat clients are better for many reasons. Check out this article and infographic from Constant Contact to learn five. It’s further explained in this slideshow from Neil Patel.

We discussed some of the ways we keep our clients happy to generate repeat business and make sure they stay with us for the long haul. They include:

• Suggest processes that can be streamlined to improve their business
• Review their analytics and suggest strategies to improve them
• Provide quality work
• Demonstrate a willingness to learn something new
• Send gifts to them or their pets
• Complete some small tasks at no extra charge
• Meet for coffee or lunch

To come up with more ideas, we thought about what keeps us loyal to certain businesses.

• Good customer service
• Paying attention to what we need
• Showing us ways to save money
• Offering free samples
• Saying “thank you”

If you were unable to attend, please feel free to continue the discussion in the comments.