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AICPA ENGAGE 2019

AAM1921 - Let Your Clients Tell Your Story: Getting Great Testimonials


Jun 12, 2019 3:00pm ‐ Jun 12, 2019 3:50pm


Standard: $49.00

Description

How do you get clients to say more than, 'They are responsive,' or 'They provide great, quality service'? In this session, learn the interview techniques and active listening skills that get real stories from your clients to differentiate your firm. We highlight our experience from hundreds of client interviews over more than a decade. You will learn how to ask for the interview, create the right questions, listen for telltale signs of dissatisfaction that can retain a straying client, and secure an approved, 'wow' testimonial or case study for marketing.

Learning Objectives:

  1. Messaging to get partner support if necessary.
  2. Develop your process for asking busy clients to be interviewed and make them feel special.
  3. Key questions that get better answers during the interview.
  4. How to craft the transcript into a 'wow' testimonial that clients will approve.

Speaker(s):

Tags: AAM

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