“I would hit every single one-off client and pitch them a retainer… even if 10% of them are interested, that's three to four new recurring clients.”
CM
Clay Mosley
Freelance to Founder ·
“Identify your clients that might be impacted, and we can start thinking about it, but let's not panic, and let's not take any actions just yet.”
Karen Goodfellow · Tax Talks · September Updates
Play from 2:20
2:20
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What was described
Advise clients to identify which of their clients might be impacted by the new budget changes, start thinking about it, but hold off on any actions until legislation is finalised
Said nearby on the same subject
“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”
PL
Preston Lee
Freelance to Founder ·
“Clearly identifying actions that are highlighted, any resolutions already prepared.”
LH
Laura Hay
PwC's accounting podcast ·
“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”
RH
Ross Hudgens
The SEO Podcast: Page 2 Podcast ·
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