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Episode 218: Client Care Calls: The Who, What, When, Where & How
Manage episode 374925307 series 2914144
Innehåll tillhandahållet av Molly McGrath. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Molly McGrath eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Molly discusses the importance of client care calls for both employees and the firm, and provides guidance on how to get started and conduct them effectively. She outlines three different funnels for client care calls: existing clients, past clients, and past prospects. She also highlights the benefits of implementing these calls, such as improving client satisfaction, generating additional revenue, and building credibility with referral sources.
Key Takeaways
- Client care calls can be a valuable tool for employees to make a difference and create value within the firm.
- There are three different funnels for client care calls: existing clients, past clients, and past prospects.
- Employees should take ownership of client care calls and use them as an opportunity to enhance the client experience and generate additional revenue.
- Client care calls can be integrated into daily, weekly, or semi-weekly routines, depending on your role.
- Calls can be divided among team members based on different client categories (existing clients, past clients, past prospects).
- The information gathered from the calls should be documented in the firm's CRM system for future reference.
Quote for the Show: "You are a valued, highly valued team member regardless of what seat you sit in." - Molly McGrath
Links
Website: https://hiringandempowering.com/
- LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/
Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/
Get Fix My Boss Book: https://amzn.to/3PCeEhk
Ways to Tune In:
Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N
Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599
Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH
Google Podcast - https://podcasts.google.com/feed/aHR0cDovL2ZlZWRzLmxpYnN5bi5jb20vMTc4MTM2L3Jzcw
Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions
YouTube - https://youtu.be/wMNBn2nPytg
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