It's time to create, fix or improve your managing existing clients plan. Start by categorizing your clients. Create and categorize levels of communication services that correspond with each class. i.e. A class, B class, C class. Get started by sending some emails to your A and B class clients to see if they'd like to come in for a face-to-face meeting. Use this as an opportunity to gauage their satisfaction with your services and potentially sell them additional services outside of compliance. Then, take a look at your client retention rate. Most often, high retention rates are achieved by establishing some sort of financial intimacy with your clients. It all starts with communication!
While your firm may have some contact with and plan to manage existing clients, there are improvements that nede to be made. By categorizing clients, creating a schedule of communications and finding additional services, you will foster trust and familiarity. When you have a strong relationship with your clients, you will have happy feedback, referrals and opportunities for new work. Get to managing and planning!
Congratulations, your firm has a strong managing clients plan in place. Be consistent with this plan, communicate until it hurts and always keep up with ways to improve for your clients. You have to be disciplined with this, but the payoff is happy clients, lots of new projects, referrals and an increase in client lifetime value. You're doing great, but don't let up!