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Latest / Cloud Wars Live with Bob Evans

Optimizing Client Engagement and Year-End Review Strategies | Tinder on Customers

Episode 35 | Customer Connections

The Big Themes

Appointment hygiene: Maintain good appointment hygiene by scheduling appointments promptly, respecting allotted time, and communicating clearly. Avoid delays and make sure appointments align with the customer's expectations. Even if work goes smoothly or superbly, it can be difficult for a client to look past problems with scheduling and communication.

Considerate conversations: While having year-end meetings with customers, show a deep understanding of the customer by personalizing conversations. Ask strategic questions to uncover client goals…

The skinny

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