set expectations early.
by sandi leyva
the complete guide to marketing for tax & accounting firms
how you welcome your new client can set the tone for a relationship that could last for years or in the worst of cases, just days. start out on the right foot by looking super-organized (because that’s part of why we get hired anyway) and making it super-easy for a client to get on board with you.
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the best vehicle for this is a welcome kit. here are eight things that should be in your kit at a minimum:
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