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Client Management

Avoiding Embarrassing Client Management Issues Ahead Of Time

Having a client on our books is a tremendous milestone to achieve, particularly if you’re a relatively new business. The client/business relationship is much deeper and in much more need of maintenance than a simple customer/business relationship, as ‘clientele’ implies service, and perhaps these services could be rendered for years. 

Yet even during your first appointment, it’s essential that you set a standard of service that simply cannot be refuted in any reasonable mind. Part of that means avoiding embarrassing client management issues ahead of time in order to make sure blunders are resolved immediately or totally prevented. 

This is especially true if you run a service in which your client thoroughly trusts you, such as a clinic, a health management centre, or classes involved in helping them with a sensitive issue. In fact, certain codes of practice do bind our actions in some cases, such as client/attorney privilege, or the confidential nature of discussions between therapist and patient.

In this post, we’ll discuss how your shrewd practices can avoid any issues from taking place, even in the hands of new staff:

Keep Their Information Safely & Securely Recorded

It’s essential to make sure that clients know their information is protected, and that their sensitive requests or records are under lock and key, accessible to only those who have permissions and the professionalism to keep that confidential. Often, this can be aided by secure management tools. This way, your records will be treated with the utmost sincerity, as will the logistical approach used to organize them. This goes from the offset, such as managing the best POS software and training staff to smoothly handle large purchases from wealthy clients, or learning how to track, manage and report financial data in a totally confidential manner in order to secure that process from the jump.

Remember Their Preferences & Tastes

It’s good to help clients avoid the need to continually repeat themselves time after time, which, for quite obvious reasons, can make them feel as if they’re not being listened to. Recording the tastes and preferences of clients can help them feel ingratiated into your firm, and a valued client that already has their tastes set, which would make getting up and moving to another firm not only a means by which to tarnish that relationship, but a renewed effort in setting up those preferences elsewhere. This may translate to the treatment or services they select, all the way down to how they like their coffee when offered a refreshment.

Take Time To Know Your Client

Know your client (KYC) is an essential process that many service-oriented businesses partake in when onboarding a new client. But ideally, this should be a process that continues over time, and becomes more familiar as that time progresses. This way, noting preferences, issues, and more can be done over time, as well as allowing certain staff to manage clients directly with familiarity and a welcoming attitude can be key. This way, your business becomes more personable the more a client uses you, rather than the opposite, allowing you to scale your value regarding how loyal and how strengthened that relationship becomes.

With this advice, we can avoid embarrassing client management issues by taking a healthy interest in them as people, rather than numbers on a balance sheet.


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