2170
4 min 42 sec

Q&A: “How do I focus on retaining clients?”

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What It's About

Getting clients is one thing. What about keeping clients?

Notes from Chris

Episode 2170
Today we’re going to hear from a CPA in the midwest who wants to focus on retaining clients. This is such an important topic—probably 9 out of 10 questions I get from existing business owners are all about how to find new customers, make more sales, and so on.

But if there’s a hole in your bucket—i.e. you don’t retain customers well—it’s all for nothing. I really respect people who have their eyes on sustainability.

So, what can we do for Jim?

"Hi, this is Jim Buttenfield from Kansas City, Missouri. I'm a CPA and have built a small but loyal group of clients over the past two years since leaving my job as a cost accountant for a big company.

I love working for myself and would like to have a few more consistent clients, but rather than focus on growth, I want to make sure I keep the clients I have. Most of them are small business owners, and they keep me pretty busy.

Most retention advice I've seen includes recommendations like "Send them cookies during the holidays." I have no objection to cookies—but I tend to think the valuable work I do for them is a lot more, well, valuable.

So aside from bribing my clients to stick around, do you have any other advice?"

Listen to today's episode to learn more...

 
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