Client Relationship Best Practices: Employee Workshop
Feedback on this workshop:
“Kim’s well-prepared, thoughtful and attentive approach to teaching customer retention methods gave me and our staff the training we need to keep and expand both our client base and outsider referral sources. As a law firm, word-of-mouth advertising is our best source of business. Kim showed us how to make each one of our clients into referral generators.”
— M. Clerc, Clerc & Associates, PC.
Workshop Includes
- Two-hour onsite workshop facilitation.
- Review of client relationship best practices and principles.
- How to up-sell and cross-sell.
- How to fuel client referrals.
- How to improve client retention.
- Discussion of current customer relationship issues and resolutions.
- Materials for each participant.
- Recap of the workshop highlights for continued post-workshop discussion.
Benefits
- Business growth when the ideas on referrals, retention and up-sell and cross-sell are implemented.
- Competitive advantage with employees trained to build long-term relationships with clients.
- Cost and time efficient onsite training.
- Platform for continued discussions and goal setting.
- Employee loyalty. Research has proven that employees view training as a benefit. They want to learn and grow, and when you provide them a forum to improve their skills it can deepen their loyalty to you.
Who Is This Good For?
- Professional services groups (lawyers, architects, accountants, etc).
- Anyone in the service industry.
Other Workshops
A customer relationship workshop is also available for Business-to-Consumer focused businesses.
Find Out More
Contact Customers That Click to learn more about how this workshop can be customized to your business needs.


