In the second installment of a four-part series, Keila focuses on understanding client mix and maintaining strong client relationships as key factors for success in professional service firms. She explores how technology impacts client satisfaction, emphasizing the importance of effective onboarding processes and assessing whether current tools meet both firm and client needs. Keila also discusses strategies for evaluating client fit, gathering feedback, and building stronger relationships, ultimately aiming to enhance transparency and deliver on promised client experiences.
Thank you to our sponsor, Ignition
- Book free trial Here : ignitionapp.info/keila-free-trial
- Coupon code: Trawick24 50% off for 3 months (pro, pro +), expires Jan 1, 2025
- (00:00) - Introduction to the Series
- (01:13) - Recap of Last Week's Episode
- (01:30) - Understanding Your Client Mix
- (02:05) - Technology and Client Onboarding
- (04:19) - Evaluating Client Fit and Responsiveness
- (05:31) - Client Satisfaction and Feedback
- (08:37) - Concluding Thoughts and Next Steps
- (09:49) - Sponsor Message and Closing
Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co
RESOURCES:
Learn more about Little Fish’s suite of services and sign up for our newsletter at www.littlefishaccounting.com
Follow Little Fish Accounting at instagram.com/littlefishaccounting
Popular Podcasts
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.