Client Retention Strategies

Interview Guide And Sample Letter

These two documents provide you the key framework for building and delivering a successful client retention strategy, just for professional services firms. The Interview Guide provides a list of questions you can ask your client in a formal interview. The letter provides verbiage and a layout for presenting which services you will merchandize and their associated value and delivery schedule.

Five Audio Best Practices For Professional Services Organizations

Leverage audio tools to build relationships with prospective clients.

This tool shows Professional Services (PS) executives how to build audio tools that give prospective clients a taste of what it’s like to work with you. Business-class-quality audio tools create chemistry with decision-makers and build “virtual relationships” with people you’ve never even met – even when you’re out of the office or asleep.

If your organization is planning to utilize podcasting, MP3 files, or other audio media, you owe it to yourself to download this tool.

Professional Service Brand-Building Guide

Maximize The Value Of Your Brand With This Resource

To build a highly effective service brand that delivers tremendous value to your organization, there are three steps to follow:

1. Understand all of the different elements of your brand.
   
2. Create a plan to manage, monitor, and measure your brand over time.
   
3. Implement the plan, track results, and make course corrections where necessary.

This complimentary 10-page tool shows you exactly how to do this. It provides exercises and a series of questions to help you define and build the right strategy to monitor, manage, and measure your brand.