Courses

Surgent's Max the Tax: Client Retention

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Member Price: $49.00 Non-Member Price: $64.00

Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Business Management & Organization: 1.00
Fields of Study:: Business Management & Organization
Level:: Basic

This course is designed to equip practitioners with the essential strategies and tools needed to build and maintain long-term client relationships. Participants will learn about effective client retention plans and enhancing client satisfaction through personalized service. This engaging course will teach the importance of fostering client loyalty, reducing churn, and driving sustainable business growth.

Objective

Understand the importance of client retention
Implement effective client retention strategies

Highlights

Importance of client retention
Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback
Developing effective client retention strategies
Fostering client loyalty
Handling client complaints and issues through effective complaint resolution

Designed For

CPAs in industry and public accounting who want to understand the importance of fostering client relationships

Prerequisite

None

Advanced Preparation

None