Setting expectations enables you to build strong, productive, and profitable relationships with your clients and ensure that both parties are doing their part to achieve a mutual goal. However, expectation setting is easier said than done.
We’ve teamed up with Practice Ignition, Hubdoc, and leading cloud accounting firms to provide you with a comprehensive guide that outlines how to effectively set expectations with your clients at every stage of the customer journey.
Our free checklist will provide you with:
- The value of setting expectations for your practice and your clients
- Best practices for proactively setting expectations with your clients
- A detailed list of steps to help you set expectations effectively at every stage of the client journey
Download the checklist now!