Do you have a client contact policy?

Consider having a written client contact policy. A client contact policy can help you have a plan of attack to deal with the deluge of phone calls and e-mails. It can also set expectations for your clients, who may not realize just how many phone calls and e-mails you get. Sometimes, it can even steer clients toward your preferred method of contact. For example, your policy could say that phone call will be returned within 48 hours and e-mails will be responded to by the end of business. Share this with your new clients and staff and make sure you stick to it.

Tip courtesy of Dayanna Moreno, Moreno Law.

Published November 4, 2010


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