THIS COURSE WILL HELP TEACH YOU TO
- Identify the client segments that provide the highest revenue
- Chart the client experience
- Set clear expectations about fees and service
- Onboard more profitable, less needy, clients
- Off-board clients who aren’t a fit
THE BENEFITS
- Retain and Attract top tier clients
- Receive rewarding referrals from satisfied clients
- Improve profitability
TOOLS AND TEMPLATES
- Client Segment and Service Template
- Online Experience Template
- Workflow Templates
- Phone and email scripts