The Client Loyalty Blackout Period
Industry studies indicate that your clients are most vulnerable and likely to leave you between years 2 and 3. Much has to do with client expectations and service.
Take special care with how you position financial proposals and implementations. Above all, stay in constant and meaningful contact with these clients. Return calls and emails ASAP. If you don’t have the information or answers by the close of business, contact your clients and inform them of when they can expect an answer from you.
Client retention is so important to your success and enjoyment of what you do. Make it happen!