1 min readBe Integral to Clients

by Guy Gage | February 8, 2015 | Business

Serving clients is the whole reason why you are in the business. There is a certain delight you get when they appreciate you and your work. But the real fulfillment comes when your clients hold you in such high regard that you are considered invaluable to them. That’s what makes all the hard work and long hours worth it.

That’s why you should figure out how to be invaluable to your clients. Here’s a way to do it.

Divide your clients into 3 categories, based on their perception of you and your work.

  1. You are integral to their business. They look to you for advice and consultation, and demonstrate a “couldn’t do it without you” attitude.
  2. You aren’t sure. They may or may not value you as integral. Sometimes they give you that impression; other times not so much.
  3. You are not integral to their business. You have a fee-for service arrangement. It’s transactional in nature, not strategic. Your work may be necessary but, in their perception, could be done by someone else.

The reason this is important is because the more integrally you are perceived, the more likely it is that they will rely on you for future work. They enjoy working with you and prefer you to anyone else. Also, the more integrally you are perceived, the less likely you will have competition. You don’t have to constantly look over your shoulder, wondering if your clients are meeting with your competitors.

Unfortunately, there is no easy process or methodology to get your clients to consider you as integral. It’s not that simple because each client is different. They value different things, have different expectations and have different tolerances. Regardless, you have to find ways of moving your clients to the “Integral” category and then keep them there.This week, categorize your clients. How healthy is your client list? How could you move up those from “Not Sure” to “Integral?” Who can help you? Just find a way to be invaluable.

Read Related Blogs:

Comfort vs Growth: It’s Your Choice

We are faced with a constant choice between staying in our comfort zone (or status quo) and opting for growth. These decisions can significantly impact our personal and professional development. When professionals are given the chance to try something new, like a...

read more

The Art of the Intentional No

Last week’s Monday Message challenged us to create an ideal workday or week—a blueprint for productivity and balance. But dreaming up this ideal is only half the battle; turning it into reality is where the real work begins. The biggest obstacle? Our tendency to pile...

read more

Embracing the New Season: Crafting Your Ideal Workday

In a recent presentation, I discussed creating an ideal workday, inspired by Michael Hyatt. As CPAs, we often shy away from “ideal” because we pride ourselves on being realists. However, designing an ideal workday can be transformative, particularly during seasonal...

read more