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referral reading & resources


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    How To Grab CPA Referrals by the Dozens
    Daryl Logullo


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    Get More Referrals Now!
    Bill Cates


  • Building Your Multi-Million-Dollar Practice

    Building Your Multi-Million-Dollar Practice
    Peter and Katherine                  Vessenes


  • Endless Referrals

    Endless Referrals
    Bob Burg


  • Grab CPA Referrals

    Attract High Quality Referrals with Distinctive Events
    Michael Brizz

« Referral Clinic: "My best clients are using me up!" | Main | The difference between a "working by referral" business and a "word-of-mouth" business »

More on client service expectations and referrals

I wrote last month about how the REAL reason for lost clients (and referrals) is the failure to communicate about clients' service expectations. 

Nicole Coulter has an excellent article on Horsesmouth today about this very topic, and how to deal with this sticky topic.

Nicole writes:

Setting clients' expectations is a process, and one you must begin even while you're prospecting. The process breaks down into two areas of responsibility: (1) profiling new clients; and (2) communicating with existing clients. You've got to do well in both areas to ensure that you and your clients are on the same page throughout the relationship.

Remember, the first step in getting more referrals is keeping your existing clients happy and, ideally, turning them into raving fans.  And setting appropriate expectations is 90% of that battle.

Read the rest of the article to learn how to get started on the right path (free registration required if you're not already a Horsesmouth member):

6 Ways to Manage Clients' Expectations--And Retain Their Business
Follow a systematic process to make sure you consistently deliver what your clients and potential clients expect, not only in the first meeting but throughout the client life cycle. (Plus, see great examples and checklists you start using now.)

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