Building Relationships Series: How to Build Relationships With Clients

I Love Bookkeeping

How should you go about building relationships with clients? What are some things you can do to stand out from the competition and wow your customers? Co-hosts Hannah Robinson and Melissa Honan share their thoughts and examples of things business owners can do to build better relationships with their clients.

• This episode, which is part of the Building Relationships series, addresses what’s probably the most important topic: building relationships with clients.
• Hannah asks Melissa whether, when she first started working for the company she now owns, she really prioritized building relationships with clients.
• Melissa shares a story that shows the power of relationship-building.
• For Hannah, focusing on getting to know people and what they’re focusing on, and going the extra mile, was one of the best ways for her to the foundation of a good relationship with a client.
• Melissa admits that going the extra mile to get to know clients better isn’t something that comes naturally to her.
• Melissa asks Hannah where she draws the line when it comes to asking questions about a client’s personal life.
• Melissa believes that building relationships is important but following through and doing what you said you were going to say are key ingredients of successful relationships with clients.
• Having boundaries but communicating with clients and getting feedback from them is something Hannah values.
• Melissa shares a couple of things bookkeepers could do to build better relationships with clients and to stand out from the competition.
• What you do to stand out from the competition and wow your clients doesn’t have to be something big, says Hannah.
• Melissa and Hannah talk about small gestures you can do that will have a big impact on your relationship-building efforts.

Mentioned in this episode:

Help Scout

Zapier

Handwrytten

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