1 min readLessons from Yvonne
by Guy Gage | March 27, 2011 | Business
However, this call was very different—in a good way. Yvonne was quick to take my call and was very helpful. She had a noticeable Asian accent, but spoke slowly and clearly enough so as to not be a problem. She was patient with my inability to find the most basic information she requested. When she put me on hold to schedule the repair, she advised me that it would be about 6 minutes (and it did). Every step of the way, she guided me by explaining what was next and aligned my expectations, which were always met because she managed them well.
So, what’s the lesson for you and your service? Actually, they are more reminders than lessons, and there are three.
1. Make the beginning of your interaction pleasant. You don’t know the kind of day your client is having, so take charge and set things off in a proper mood.
2. Make sure your client understands exactly what will happen when. Otherwise, your client will make it up. And clients can be pretty imaginative, as you well know.
3. Make good on your word. If you say 2 days, then it’s 2 days. Not 3. If something interrupts your ability to make it in 2 days, renegotiate BEFORE the 2 days, not after.
You know all this stuff. Now do it. When you close this message, prepare for your next client interaction. Don’t get ambushed by whatever emotional state someone else is in. When you take charge of the interaction, you have the opportunity to differentiate yourself by creating a positive experience for your clients. It’s your chance to make it a great week for your clients as well as yourself.
Thanks for the lessons, Yvonne.
Read Related Blogs:
Strategy Isn’t a Luxury – It’s a Lifeline for CPA Firms
As year-end approaches, we often find ourselves in survival mode - juggling deadlines, client demands, and the whirlwind of the holiday season. It’s tempting to shelve strategic planning until “things calm down.” But here’s the truth: strategy isn’t a luxury reserved...
What Reality are you Naming?
Leaders establish reality by the way they talk about something. If a firm leader talks about a situation as unimportant, their followers will not take it seriously. If a leader refers to a decision as ill-advised, others will also resent it. If a leader reinforces a...
Igniting a Spark in Your Team Through Gratitude
As CPA’s, our days are often consumed by numbers and deadlines. Adding a bit of intentionality is all it takes to ignite a spark in your team that can transform your practice into a vibrant, motivated workplace. Gratitude is one catalyst for this energy. By weaving...

