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3 Tips to Creating Long-Lasting Customer Relationships

Nov 19, 2018 2:27:42 PM / by Steve Schultz

One of the most important aspects to running a bookkeeping services franchise is building and sustaining long-lasting relationships with customers. Without a sustained, consistent client base, your franchise will suffer immensely. While Supporting Strategies is in the business of bookkeeping services, being able to foster and develop relationships with clients is just as important. There are a lot of ways to maintain and cultivate those relationships which will hopefully be fruitful for you and your franchise for years to come.

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Use the Tools Around You

Our proprietary software, WorkPlace is owned and developed by Supporting Strategies to help assist with the day-to-day work of running your bookkeeping services franchise. Along with being able to manage your team and budget information, WorkPlace plays a key role in client relations.

WorkPlace helps provide real-time, role-based visibility for all client engagements. The software allows you to create invoices for billing and keeps all client information stored and at your fingertips. You can manage client deliverables and tasks with the software and everything is stored in the cloud.

By utilizing WorkPlace, you can stay on top of many facets of client relations, and by doing that, you can help build relationships with your customers. By showing that you are organized and provide timely services to your clients, you can foster long-term relationships that work out well for you and your bookkeeping services franchise for years to come.

Remember to Communicate

Like with personal relationships, communication is key and one of five major points to remember as a franchisee according to Entrepreneur. Do your best to take the time to build connections and grow them. A business card exchanged during a brief greeting will almost certainly be forgotten, but even something as small as a follow-up phone call can leave an impact. Someone may not need your services in the near future, but by making a good impression on someone today, you could benefit tomorrow and beyond.

Network and Grow Your Contact List

He may be an old friend from high school. She may run the bakery you go to every weekend. These people may not seem like the folks that are looking for your bookkeeping services franchise, but they could be in the future. Always be looking to make good impressions on people and put yourself out there. The more people you know means more potential opportunities to grow your bookkeeping services franchise in the future.

To learn more about how to run a bookkeeping services franchise, and to get tips on how to build long-lasting customer relationships, reach out to us today.

Topics: financial services franchise

Steve Schultz

Written by Steve Schultz