1 min readOn the List?
by Guy Gage | July 29, 2012 | Business
return your calls or emails requesting their time and attention. Even though
your work should be important to them, they just won’t respond. What’s up with
that?
If clients put you off, it is an indication of how they
view you and your work. It has little to do with how busy they are. Like you,
your clients prioritize their tasks. If you’re on the list, you’re a priority.
If not, don’t expect a response. If you happen to catch them, they will
apologize for not getting back to you, but what they really mean is you didn’t
make the list.
Depending on how you position yourself with your clients will
determine how you will approach them and how they will view you.
If you apply your technical knowledge to fill out forms
for your clients, you are a vendor.
“I want to review
with you the compliance documents I prepared so we can submit them by the
deadline. When can we meet?”
If you apply your technical knowledge to make connections
for your clients, you are a resource.
“I would like to
discuss with you the article I sent you last week to see if it applies to your
situation. When can we meet?”
If you apply your technical knowledge to find opportunities
for your clients, you are a trusted partner.
“After completing
an analysis of your situation, I discovered 2 concerns and one opportunity to
grow and protect your business. When can we meet?”
If you’re the trusted partner, you will have little trouble
securing meetings. Your calls will be taken and received well because you and
your work are valuable.
If you want to want your clients to respond to you, get
on their list. If you want to be on their list, think of how you position
yourself.
This week? GET ON THE LIST!!
Read Related Blogs:
Small Efforts, Big Impact: A Tax Season Mindset
“Success is the sum of small efforts, repeated day in and day out.” — Robert Collier Tax season doesn’t just test your technical skills, it tests your leadership presence. Collier’s words are a powerful reminder that your impact isn’t measured by grand gestures but by...
Leaders Need Managers
For the last thirty years, organizations have placed increasing attention on developing leaders. Leadership is visible and celebrated - creating vision, shaping strategy, and inspiring others. These are critical elements of any successful organization. However,...
Are You Moving Forward – or Just Moving?
As CPAs, we’re always moving. During busy season, we’re moving toward the next deadline. The next return. The next client request that lands in our inbox. Outside of tax season, we’re moving toward the next engagement, the next meeting, the next initiative. Movement...

