Re-engagement Spreadsheet Workflow & Communications - Revised November 2024
Having a seamless process for re-engaging clients annually will showcase your professionalism and decrease client churn.
Drop the ball during this critical process, and clients may question their decision to continue with you.
Taking the time to build out the right re-engagement workflow is well worth it. Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make re-engaging your client harmonious and efficient.
What You Get:
• Satisfaction survey
• Engagement contract
• Email templates
• Checklists of tasks & to-dos
Having a seamless process for re-engaging clients annually will showcase your professionalism and decrease client churn.
Drop the ball during this critical process, and clients may question their decision to continue with you.
Taking the time to build out the right re-engagement workflow is well worth it. Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make re-engaging your client harmonious and efficient.
What You Get:
• Satisfaction survey
• Engagement contract
• Email templates
• Checklists of tasks & to-dos
Having a seamless process for re-engaging clients annually will showcase your professionalism and decrease client churn.
Drop the ball during this critical process, and clients may question their decision to continue with you.
Taking the time to build out the right re-engagement workflow is well worth it. Luckily for you, we’ve already done all the leg work! Created by accounting professionals, these templates make re-engaging your client harmonious and efficient.
What You Get:
• Satisfaction survey
• Engagement contract
• Email templates
• Checklists of tasks & to-dos
About What's Included
We recommend going through this process at your client's fiscal year end, not in December.
1. Satisfaction Survey
The re-engagement process is a great time to measure how happy your clients are with your services. It shows that you value their business and provides valuable information for you to improve or expand your offerings.
Not sure what to ask? We've got you covered! Google Forms lets you gather the info you need easily. Our customizable templates will have you set up within minutes.
2. Engagement Contract
Our engagement contract template is easy to customize and upload. We recommend legally vetting your contracts for your region.
3. Email Templates
Any successful working relationship is built on great communication. We make it easy by providing email templates for the most common steps in your file review process. Built into the workflows ready to deploy at the right time and place, these emails cover normal situations and a few extras for special cases. Save hours drafting emails. Save face by not having to re-email because you forgot something.
4. Checklists of Your Tasks & To-dos
Never miss a step in your bookkeeping workflows with customizable checklists that cover everything you need, start-to-finish.