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protect and grow existing clients

blue pencil on survey formhow your net promoter score can help you focus.

by marc rosenberg
the rosenberg practice management library

we’ve discussed how there are four disciplines of cpa firm practice development. here is how firms commonly spend their time on each discipline, or marketing activity:

  • discipline 1, grow and protect existing clients: 50%
  • discipline 2, develop and nurture referral sources: 30%
  • discipline 3, prospect to attract new clients: 15%
  • discipline 4, perform support activities: 5%

more: the 4 marketing disciplines | 15 powerful niche marketing practices | 19 takeaways from the history of cpa firm practice development | why you have to kill the old paradigms | are you ready for the great disruption?
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let’s start by focusing on discipline 1, growing your existing clients.