By using this site, you agree to the Privacy Policy and Terms of Use.
Accept
Start Your Business Magazine
  • Topics

    Grow, expand and leverage your business..

    Grow your start up business with our experts and industry insiders…

    Get Started

    Quick Links

    • Finance
    • Marketing
    • Technology
    • Business Books
    • Wellness
    • Interviews
    • Franchise

    Our Newsletters

    Our website stores cookies on your computer. They allow us to remember you and help personalise your experience with our site..

    Read our privacy policy for more information.
  • Trending
    TrendingShow More
    Communicate Better
    Start Your Business Start Your Business
    Majority of UK Employees Looking for a New Job
    Start Your Business Start Your Business
  • How To
    How ToShow More
    How To Start A Maintenance Business In 8 Easy Steps
    Start Your Business Start Your Business
    Tips for Running a Restaurant in the Most Efficient Way Possible
    Start Your Business Start Your Business
    Becoming self employed…
    Start Your Business Start Your Business
    Vet Start up
    Start Your Business Start Your Business
    Builder’s Growth
    Start Your Business Start Your Business
  • Agenda
    AgendaShow More
    4 Vital Safety Precautions to Take During Office Renovations
    Start Your Business Start Your Business
    Essentials You Will Need For Your Business
    Start Your Business Start Your Business
    Boost Employee Morale with these Appealing Ideas
    Start Your Business Start Your Business
    How To Save Your Business Money In Building Operations
    Start Your Business Start Your Business
    The Best Ways To Handle Customer Complaint
    Start Your Business Start Your Business
Reading: Client Management
Connect
Start Your Business MagazineStart Your Business Magazine
Aa
  • Contact
  • Blog
Search
  • Agenda
  • Blog
  • Finance
  • Growing
  • Marketing
  • Opportunity
  • Starting Up
  • Technology
  • Wellbeing
  • Contact
Have an existing account? Sign In
Follow US
  • RSS
  • Terms And Conditions
  • Privacy Policy
  • Contact
  • Licensing
Copyright © 2014-2023 Ruby Theme Ltd. All Rights Reserved.

Client Management

Start Your Business
Business Advice
Share
4 Min Read

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. 

Contents
Avoiding Embarrassing Client Management Issues Ahead Of TimeKeep Their Information Safely & Securely RecordedRemember Their Preferences & TastesTake Time To Know Your Client

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.

TAGGED: header

Sign Up For Daily Newsletter

Be keep up! Get the latest breaking news delivered straight to your inbox.

By signing up, you agree to our Terms of Use and acknowledge the data practices in our Privacy Policy. You may unsubscribe at any time.
Start Your Business October 27, 2021
Share this Article
Twitter LinkedIn Reddit Email Copy Link
  • RSS
  • Terms And Conditions
  • Privacy Policy
  • Contact
  • Licensing

Get the latest from us delivered straight to your inbox

Start Your Business Magazine: The Ultimate Business Start Up Guide provides information advice and guidance for entrepreneurs and new business start ups. Get the latest from us delivered directly to your inbox.

Our website stores cookies on your computer. They allow us to remember you and help personalize your experience with our site..

Read our privacy policy for more information.

Copyright 2023 Gambit Interactive Media Limited – All Rights Reserved.

Manage Cookie Consent
We use technologies like cookies to store and/or access device information. We do this to improve browsing experience and to show personalized ads. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}
Join Us!

Sign up to our free newsletter and never miss a hot topic!

Zero spam, Unsubscribe at any time.
Go to mobile version
Welcome Back!

Sign in to your account

Lost your password?