sometimes it truly is the thought that counts.
by sandi leyva
the complete guide to marketing for tax & accounting firms
you don’t have to be the ritz-carlton or mercedes to provide your customer with a great experience.
just a little forethought and planning will make a huge difference.
more: six strategies to make more without working more | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news
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here are five tips for your consideration:
1. five senses
what does your customer taste, touch, smell, see and hear when they do business with you? if you have an office, could you bring freshly baked cookies in on days that clients will be coming to visit? line it up with your local caterer and leave your client remembering that your place smells just like grandma’s.
what does your client see when they first enter your office? do you have a beautiful oriental rug, nice mahogany furniture and a delightful waiting room? do you have a nice stereo system that pipes in contemporary music? (or do you have stacks of loose papers everywhere that need to be filed?)
if you have a home office, what do clients hear in the background? does your phone system headset cut out or sound crystal-clear and high-quality?
how can you spend a bit of time pleasing your client’s five senses?
2. surprise
everyone loves surprises. delight your client with a gift, anniversary card (of doing business together) or a unique surprise or bonus that they are not otherwise expecting.
i’ll never forget the oriental hotel in bangkok. when my laundry was returned to my room clean, it was gift-wrapped. that just floored me, and it happened 23 years ago. it’s such an easy thing to do to be remarkable.
think of the best surprises you’ve gotten and how you might be able to apply that to your clients. it could be a project completed early, tickets to a much-desired event, gift certificates to a nice dinner, a public recognition in front of peers or anything that’s completely unexpected. a really good administrative assistant can arrange all of this for you.
3. image
one surefire way to get the price you want is to make sure you look the part. this means your image needs to match your price. if you charge premium prices, it’s not a good idea to wear shoes from target or to get a $7 haircut. your image includes your car, office, yourself, your staff and anything that is customer-facing.
4. special
how can you help your client feel special? this one’s easy and costs nothing. in the presence of your client, turn off your cell phone, be prompt or early, and give them your full attention. do not interrupt your client meeting for anything; this disrespects your client and their time.
be sure to personalize and customize your service as much as possible. have staff learn faces ahead of time and call clients by their name. include the client’s name on proposals, handouts and prospect kits. one of my pet peeves is how often my name is misspelled. be sure you spell and pronounce your client’s name in all your emails and documents. it’s a small yet extremely important detail.
you can also make notes of client’s kids’ and pets’ names and ages, so you can ask how the family is doing. consider noting hobbies and other comments you can refer back to. it’s fine to have a fancy crm system for this, but don’t make excuses if you don’t have one; just open a word doc and start typing.
5. fun
have a good time with your clients. laugh a lot if you can. keep your comments positive. when your clients can have an enjoyable experience, they will remember you.