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Realize Meetup - Crafting Client Communications

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Swiping Right - Crafting Client Communications

A mastermind session, in Jason Staats’s Realize Community, on building client communications to set clear guidelines on collaborating together.

This month, we craft content to work in harmony with our clients.

In this masterclass, we will cover how to craft client communications to set the stage for harmonious relationships. Create confidence and understanding for your clients in how to work alongside your firm. Build content that will set the stage for truly collaborative relations - that empower them to understand the technology you work in, how to share, and communicate with, what your scope of work is and when they are stepping out of your boundaries.

Together, we will noodle through both the content to build and the technology and applications to use to build them.

This is a monthly series on client engagements I’ve developed just for the Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

 

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December 5

Insightful Accountant Future Forward - Strategies For Niching Success

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January 16

Realize Meetup - Swiping Right: Analyzing your firm to build a profile you would swipe right on.