How To Avoid Dispelling Clients Before They Onboard

If a client contacts you, perhaps to tour around your showroom, or to discuss work they need doing, or to ask about your quotes in order to get an idea of the kind of services and fees you provide, it’s important to recognize this as the first step in the relationship. However, nothing makes a client feel less interested in ‘completing’ this process than feeling as though you’re thinking of them as a fish to be reeled in.

Of course, deep down, this is what’s happening, but there’s no reason why we need to be so blunt about it. It’s good to be personable with clients, and to genuinely wish to service them in the best way. After all, if they feel that you’ve tried to do this, they’ll be much more likely to return to you next time, and to build that relationship even over years.

Part of this is being shrewd and personable, but it’s also about knowing what practices to avoid. In this post, we’ll discuss a few measures regarding how to avoid dispelling a client in that situation:

Put Them First

Clients, for the most part, want to know that they’re being prioritized. This means that making sure you’re prepared for their appointments, or that they have a support request answered within a day or two (or can call or talk to live web chat agents), as well as having a point of contact to manage them (often, a singular team member in control of a group of clients can be key in raising familiarity) will work wonders. It’s one thing to curate a worthwhile waiting room, it’s another to cut down on waiting times.

Manage Their Experience Properly

All clients will wish for different things from your firm, at least in small ways. This means that speaking to them candidly, hearing their requests, concerns and questions, and doing what you can to manage their experience properly is key. This does mean listening, yes, but also paying mind to the logistical necessities of organizing them as clients, too. For instance, Allied Health practice management software can allow you to store records, more readily manage your clients and patients, as well as provide key, secure notes that help you keep up on all of their preferences and weekly requirements. Make it easier for your management staff to provide a uniform experience in this way, if you can.

Keep Their Data Safe

The worst thing a business can do is allow for a data leak or hack to compromise the financial information and personal data of their staff. This is especially important for businesses that handle sensitive data, like health clinics. This is why making sure your managed IT services adhere to the best cybersecurity compliance measures, that your staff are trained in the human errors that can occur with sloppy account management, and always reviewing your oversight measures can be key in avoiding this outcome.

With this advice, we hope you can continue to avoid dispelling clients during their visits, while also starting the relationship off on the best footing.