Setting client expectations

Setting Client Expectations at Every Stage of the Client Journey

Setting expectations enables you to build strong, productive, and profitable relationships with your clients and ensure that both parties are doing their part to achieve a mutual goal. However, expectation setting is easier said than done.

We’ve teamed up with Practice Ignition, Hubdoc, and leading cloud accounting firms to provide you with a comprehensive guide that outlines how to effectively set expectations with your clients at every stage of the customer journey.

Our free checklist will provide you with:

  • The value of setting expectations for your practice and your clients
  • Best practices for proactively setting expectations with your clients
  • A detailed list of steps to help you set expectations effectively at every stage of the client journey

Download the checklist now!