Saying goodbye to clients who don’t fit your practice
ClientCheck joins ValueOne productivity suite
The good news is that you’re acquiring a book of business. The more difficult part is finding ways to ensure that the right resources go to the right clients, and that clients feel their neeeds are continuing to be well served
Segmenting is not discrimination; it improves service to a diverse client base
Although the process can be difficult, working with a defined set of clients can help your practice in the long run
Proper client segmentation means your D clients become A clients to whomever is assigned to serve them
Look at your top clients, look at your least favourite ones, know what makes a deal-breaker and don’t make exceptions