08452 722377 - info@informanagement.co.uk - Access your client portal from here
Informanagement UK Informanagement UK Informanagement UK Informanagement UK
  • Home
  • About us
    • Meet the team
    • Testimonials
    • Events
  • Our system
  • Our services
    • Monthly client email newsletter
    • Weekly practitioner email newsletter
    • Quarterly client printed newsletter
    • Personalised newsfeed
    • Social media for accountants
    • Branded website
    • File & sign
    • InforLearning
    • InforMailer
    • Tax card
    • Annual tax book
    • Digital tax book
    • InforWijzer
    • App
    • Connections / Automated profiling
  • Blog
  • Contact
    • Client Portal Login
Informanagement UK Informanagement UK
  • Home
  • About us
    • Meet the team
    • Testimonials
    • Events
  • Our system
  • Our services
    • Monthly client email newsletter
    • Weekly practitioner email newsletter
    • Quarterly client printed newsletter
    • Personalised newsfeed
    • Social media for accountants
    • Branded website
    • File & sign
    • InforLearning
    • InforMailer
    • Tax card
    • Annual tax book
    • Digital tax book
    • InforWijzer
    • App
    • Connections / Automated profiling
  • Blog
  • Contact
    • Client Portal Login
May 19

How often do you touch base with clients?

  • 19 May 2017

Smaller clients would no doubt be suspicious if you started calling them once a week to “see how they are”. Perhaps their concerns would be focussed on the size of your next bill if it included telephone-time?

Larger clients may have a different reaction, after all, they count on you to keep them abreast of changing regulation and how this might impact their business development plans.

These differences in approach are self-evident and yet, as with most dilemmas, there are occasions when we fall short of appropriate action. In the past, before the advent of social media and email, we would have picked up the phone or called in to see clients in order to keep in touch. Those clients who did not merit this level of attention would be left to languish until they, usually out of desperation, contacted you.

Now social media and email offer opportunities to include all your clients within your regular communications net, and as the unit cost of delivery is low, this service can be given away, included at no extra cost. The trick, as you will no doubt agree, is to provide snippets of useful news without boring the pants off recipients.

Informanagement can help you take the stress out of this process. For a fixed monthly fee, you could pick and choose the information sent to particular clients. Job done. You can then concentrate on speaking with, or visiting, the more time-needy clients, who will insist on your personal attention in order to keep one step ahead of their competitors and their business plans on track.

Give us a shout if you would like to discuss in more detail.

  • Facebook
  • Twitter
  • LinkedIn
  • E-Mail

Comments are closed.

Recent Posts

  • Why outsourcing client communication saves time and money
  • Could better client communication generate more fees?
  • The Hidden Cost Of Not Communicating With Clients
  • Coaching Clients for April 2028: The Friction Points Accountants Will Face
  • Changes to handling client funds under CASS 15

Archives

© 2025 Informanagement - Newsletter Schedule - Privacy Policy - Security Protocol - Terms & Conditions