Posts in 05. Clients & Service
Why Some Clients Love One Part of Your Firm - And Avoid The Rest

Ever had a client rave about one part of your firm, but complain about another? It’s more common than you think—and it doesn’t always mean something’s gone wrong. Mixed feedback from the same client often points to deeper issues: inconsistent onboarding, patchy internal referrals, or overloaded client relationship partners.

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The Scoop, The Skinny and The Whole Shebang: A Template for Streamlining Client Research

We’re often told that winning new work means knowing as much as you can about a client before you meet them for the first time. It’s great in theory. But in reality, new clients often want to meet on very short notice – and that’s where an efficient briefing system can really help.  

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Handwritten Notes Build Relationship Capital: Why You Should Write, Not Email

Christmas cards trigger the conversation, but the real issue is Relationship Capital. Handwritten notes outperform e-cards because they demonstrate effort, create tactile memory, and become part of rituals. Learn when to send notes, what to write, and a year-round system that builds relationships without December panic.

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