Ever thought your practice is missing out on income? Realise your full potential now by injecting interest, enthusiasm and commitment into every client communication

• Being totally integrated with
• Statutory Accounts production
• Practice Management
• Client Care database
• Document Management
• Bookkeeping
• Human Resources

• Setting your analysis parameters
• Identifying your existing and prospective clients by buying groups with core motivations
• Setting marketing objectives for all activities and building these into practice management
• Analysing your existing client base to examine existing and potential services
• Prioritising your services mix to meet your business clients needs
• Utilising the same central database for marketing that is used for tax, accounts and payroll

        Enhance client relationships by:

• Ensuring all communication is forwarded in the media your clients prefer
• Recording client preferences for future target marketing
• Utilising past business performance to assist with planning new services
• Capturing all the essential data to ensure existing client loyalty is maintained
• Enabling your authorised staff to locate and use available information to provide a unique personalised service

        Build client confidence and loyalty by:

• Establishing a series of templates the reflect your client sector or entities
• Including strong branding within your emails
• Using all the data held in a proactive manner
• Identifying added value services for your clients
• Evaluating your key client account services to identify how this can be replicated elsewhere