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Timely compliance and saving clients tax dollars is without question an important part of my business, but relationships with my clients is vital. I use multiple tactics to show clients and prospects I respect their time. I have two admins who make sure to have the phones are answered during normal work hours. Clients (potential and existing) always get a friendly hello and immediate touch. My admin will always connect the calls to me on the spot, unless I am working directly with another client. I will return those calls generally within an hour or two.
I begin my days (unless it's a PowerCore day) by responding to all emails that have populated from the night before. I end my day by responding to the day's emails.
I make sure to answer questions completely and set a time to respond at a later time with answers I have to research.
When I am with any client, whether in person or on the phone, I will not answer the phone or a text. Clients know they are my focus.
When clients need to set an appointment, I make myself available on their schedule. Much of my work is on my computer, and I'll get that completed AROUND client interactions.
I prefer phone conversations to emails, but after phone conversations, I will frequently followup with an email for a trail of the conversation if the details are crucial.
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