To provide guidance on the process of taking on new clients while keeping expectations and relationships in mind, to ensure delegates are prepared for the potential opportunities and pitfalls that are associated with taking on new clients in a business environment.
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Taking on new clients can vary depending on the specific practice and industry; however, clients are the core of any business and as such the importance of new clients cannot be overstated.
In this course we will focus on the entire process of taking on new clients, from evaluation through onboarding to billing. This will be done through the avenues of client understanding, building rapport, expectation identification and management and, finally, closing the deal.
By attending this webinar you will gain the following competencies
Evaluating new clients
Meeting and onboarding of clients based on the individuals involved
Managing the client relationship
Legal considerations involved with the above processes
The following event is awarded 3 CPD units in Practice Management.
Michelle Homann
Michelle Homann has her own accounting practice and has been directly involved with onboarding and managing clients for more than 10 years.
+27 (0) 12 643 1800/2/4 f꞉ +27 86 508 2923 e꞉ ciba@myciba.org w꞉www.myciba.org
Pretoria: Spaces, Byls Bridge Office Park, Building 14 Block B, Cnr of Olievenhoutbosch Road and Jean Avenue, Centurion, 0157
Cape Town: Cape Town Spaces Office, Century City, No1 Bridgeway Road, Bridgeways Precinct, Cape Town, 7441
Namibia: Regus Office Windhoek, Maerua Mall 3rd Floor, Windhoek, Namibia, 10005
Paris: I13 Rue Paul Valéry, 75116 Paris, France (ICFOA)
