{"id":112223,"date":"2023-06-13t11:57:28","date_gmt":"2023-06-13t15:57:28","guid":{"rendered":"\/\/www.g005e.com\/?p=112223"},"modified":"2024-08-27t17:02:09","modified_gmt":"2024-08-27t21:02:09","slug":"you-train-your-clients-whether-you-mean-to-or-not","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/06\/13\/you-train-your-clients-whether-you-mean-to-or-not\/","title":{"rendered":"you train your clients, whether you mean to or not"},"content":{"rendered":"
<\/p>\n
if you schedule it, they will come. so … stop that now. <\/strong><\/p>\n by frank stitely<\/em> as we all know, there is a definite cost involved in\u00a0not <\/strong>training clients. let’s look at the training that’s occurring, whether you know it or not. it actually all boils down to timing.<\/p>\n more: <\/b>train your clients before they train you<\/a> | why time tracking still matters<\/a> | business owners face one of three exits<\/a> | make fewer mistakes, increase revenue and capacity<\/a> | how small firms can win the talent wars<\/a> | six ways to create a millennial-friendly firm<\/a> | do you know your turnaround time?<\/a> here is an example of my stupidity.<\/p>\n i met with a client who was a software company executive. he had been a client for a dozen years, and people don\u2019t get much smarter than he is. he drove from alexandria, virginia, to chantilly, virginia, every year. the drive is 20 miles and might seem like a 30-minute trip, but in northern virginia, it\u2019s more like an hour. in other words, i\u2019m a nice guy, but not worth traveling 60 minutes to see.<\/p>\n he continued, \u201cyou have this portal thing where i can upload files after you post questions for me. why can\u2019t i just upload my documents there to start the process?\u201d<\/p>\n i was \u2026 well, embarrassed is probably the best non-french word. in 10 seconds, he unlocked a view of our process that maybe only an outsider could see.<\/p>\n we had clients posting their documents to what is now clarity practice management for a few years before this conversation. so that concept wasn\u2019t new to me.<\/p>\n what was new was the idea that clients come to meetings not because they want meetings, but because we schedule the meetings. if you schedule it, they will come.<\/p>\n this client never before objected to the meetings because he was a smart guy. he thought the meetings were an essential part of our workflow. as a fellow executive, he wanted to be respectful of our processes.<\/p>\n in other words, we trained him to come to meetings that he didn\u2019t want \u2013 and we didn\u2019t either. this is what i mean by unintentional training. with every interaction, you train clients to do something. maybe that something should be something you value.<\/p>\n let\u2019s compile a list of the client behaviors that cpas want to encourage:<\/p>\n all of your behaviors and requests send messages to clients. be mindful that they are messages you want them to receive.<\/p>\n","protected":false},"excerpt":{"rendered":" if you schedule it, they will come. so … stop that now. <\/strong>
\nthe relentless cpa<\/i><\/a><\/p>\n
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n
\n
\nhe said, \u201cfrank, with this portal thing that you have, do i really have to come out here to hand over my tax documents? no offense. i like our visits, but it\u2019s a long drive.\u201d<\/p>\n\n
\n<\/a>
\nby frank stitely<\/em><\/b>
\nthe relentless cpa<\/i><\/a><\/em><\/em><\/b><\/strong><\/p>\n","protected":false},"author":1362,"featured_media":112228,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,3058,1905,1908,3120,3002,1906,2246],"tags":[],"class_list":["post-112223","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-client-accounting-services","category-clients-and-service","category-management","category-pro-member-exclusive","category-special","category-tax-practice","category-busy-season"],"acf":[],"yoast_head":"\n