7 Essential To-Do’s for New Customers From Your Favorite Orange County Bookkeepers

Congratulations, you have landed a new customer! In this particular climate, sparking fresh interest in any business can be challenging. Yet, you did it. Now comes the next part: What to do after you have officially landed that customer.

Below is an essential to-do list from Your Favorite Orange County Bookkeepers that will not only help ensure you keep your customer happy, but that you keep them – period!

1. Welcome Your New Customer

 A simple “thank you” goes a long way. With today’s competition, it is more important than ever to stand out. Nothing will help you stand out more than by showing appreciation. Make sure to welcome them and thank them for choosing you/your business. This can be performed in person, via card, or even email. Through, written form will likely make a lasting impression. Also, reinforce all of the benefits of choosing YOU!

2. Make a Smooth Handoff

If you think about it, this new customer has joined your family—let them know that! Introduce them to your staff (i.e. their new family and friends). Specifically, make sure they are acquainted with their person of contact and ensure it is a good fit by all involved parties.

3. Get Them On-boarded in a Fun Way

During the initial meeting, give your customer all of the vital information they will need to easily navigate your business and get the most from your services. This information could include passwords to access certain areas, emails, phone numbers, a glossary of keywords, etc. If you could present this information in the form of a video, even better! Videos are much easier to understand and leave a lasting effect!

4. Be Their Best New Resource

Do you have a new client kit? You should! This kit can include anything pertinent to the relationship with your new customer (i.e. relevant paperwork, files, contact information, etc.). Spice up this kit with some goodies, though! You can personalize them with items of their liking, but in general, these goodies could include candy and sweets, candles, promotional products . . . You get the idea.

5. Connect with Them on Social Media

 Whether it is Facebook, Twitter, or Instagram almost everyone is on at least one social media platform. Connecting on social media will not only allow you to know your customer better, but it is also a great way to network with others connected to your customer. Connect with Team One Accounting by clicking the following links: Facebook, Instagram, Twitter

6. First Review Meeting

There will come a point when you have that first review meeting with your customer. Deliver value and explain the services you have performed so far. The most essential take away from this step is that your customer feels comfortable and knowledgeable. This is a perfect time to verify any information that may seem unclear or complicated; encourage questions during this meeting.

7. Ask for a Referral or a Review

The best way to drum up more business is word of mouth. You can ask immediately or wait until your relationship has blossomed and become strong. Asking for a referral or a review (or both!) is completely acceptable and a good business practice.

Will you be so kind to leave a review for Your Favorite Orange County Bookkeepers? We made it easy for you! Here are the links to Team One Accounting’s Yelp, QuickBooks FindAProvadvisor (it’s like the Google for bookkeepers), and to our website.

Incorporating these 7 items into your new customer on-boarding process will get your relationship off to a great start. By showing your customer that they are important, you stand a better chance of securing their future business and by attracting even more potential customers. Team One Accounting appreciates all of you!