Episode Details
Back to EpisodesEpisode 4: How to make your clients deal with your client managers and not you
Description
Episode 4: How to make your clients deal with your client managers and not you
In this episode of The Wize Guys, Brenton Ward and Ed Chan in the participation of Wize Tribe members tackle about the things to know in transitioning clients to deal with client managers in every accounting and bookkeeping firm.
You might be seeing a pattern now - creating efficient operations for your firm. You’ll hear the lessons that Ed, Jamie, and Brenton have learned about managing teams and how to structure them to handle probably the most time-consuming part of running a firm - communicating with clients.
Find out how you can start to implement this strategy in your firm today!
Timestamps:
1:10 - How to manage clients
3:34 - Ed’s journey from being a prisoner of his business to freeing up his time
7:20 - The importance of implementation
10:46 - Existing clients VS new clients
16:06 - Reasons why clients managers should have strong interpersonal skills
20:34 - Tips for transitioning clients to your client's managers
23:03 - Client manager roles: working part-time VS full-time
27:04 - How to cross-check clients’ feedback
30:49 - Best strategy to allocate your people to training
33:31 - The difference between hiring offshore to part-time and full-time team members
40:54 - Hiring junior staff VS senior staff
47:40 - Why you should start creating Standard Operating Procedures (SOP)
48:43 - How to allocate work and capacity with your team
Quotations:
“... the worst feeling in the world is to lose clients. So you gotta put systems in place so that, it allows you to have control without being controlling.” - Ed Chan
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Email: support@wizementoring.com
Download the full transcript here.
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