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This podcast is dedicated to providing the key ingredients to transform your employees into a dream team that creates consistent results in every aspect of the business including; team empowerment, leadership, business development, communication hiring, and firing. 

As some of the country’s leading staffing & management consultants, we help business owners (Entrepreneurs) and the team that support them (Intrapreneurs) to powerfully connect and work together to grow the business, together.

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  2. Episode 218: Client Care Calls: The Who, What, When, Where & How

Episode 218: Client Care Calls: The Who, What, When, Where & How

Aug 22, 2023

Molly discusses the importance of client care calls for both employees and the firm, and provides guidance on how to get started and conduct them effectively. She outlines three different funnels for client care calls: existing clients, past clients, and past prospects. She also highlights the benefits of implementing these calls, such as improving client satisfaction, generating additional revenue, and building credibility with referral sources. 

 

Key Takeaways

 

  • Client care calls can be a valuable tool for employees to make a difference and create value within the firm.
  • There are three different funnels for client care calls: existing clients, past clients, and past prospects.
  • Employees should take ownership of client care calls and use them as an opportunity to enhance the client experience and generate additional revenue.
  • Client care calls can be integrated into daily, weekly, or semi-weekly routines, depending on your role.
  • Calls can be divided among team members based on different client categories (existing clients, past clients, past prospects).
  • The information gathered from the calls should be documented in the firm's CRM system for future reference.

Quote for the Show: "You are a valued, highly valued team member regardless of what seat you sit in." - Molly McGrath

 

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