With free webinars and online videos readily available, keeping up on your software and its features isn’t that time consuming these days; but for those of you that are super busy we have listed out 6 simple tips that focus on to retaining new clients, targeting lost clients and how to motivate your service providers by setting goals, all through your software.
The tips focus on the following:
- Get to know your new clients by using the Client Profile.
- Easily check up on new clients to make sure they had a great experience.
- Run a Recall Report to target clients that haven’t been in for a while, in seconds.
- Motivate your service providers by giving them accurate, real time numbers they did that day or for that week.
- Empower your staff. Set goals for them and meet with them on a weekly basis to discuss where there are excelling or need improvements.
- Check out this great infographic, below, for additional tips and explanation.