client management checklist

“14 Touch Point” Client Control Management Checklist

(Voice mail messages or sending e-mails don’t count as a “touch-point”. Only “live” conversations do.) 1st call – (24 hours) Review Engagement (scope of work) Letter and timing with client 2nd call – (48 - 72 hours) Verification of facts and circumstances with client about their situation 3rd call…

by Michael Rozbruch

We help CPAs, Attorneys and Enrolled Agents build highly profitable practices through PROVEN marketing systems and strategies. Services include Marketing and Sales Mastery, Client and Practice Management as well as Case Resolution. The academy is an "A to Z" solution for those who want to expand what they are already doing, want to add a lucrative revenue stream to an existing practice or want to start an IRS Problem Client niche practice from scratch.

Michael Rozbruch is a nationally recognized entrepreneur and is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, a training and consulting services company that trains and helps other CPAs, Attorneys and Enrolled Agents (as well as other professionals) to build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated. Subscribe to get my updates.

client management checklist

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