“That’s been one of my mantras – focus and simplicity. Simple can be harder than complex…” – Steve Jobs
Historically all but non-existent, Client Planning at legal and accounting firms has gone through a rapid metamorphosis to become one of the primary focus points for most businesses. Now, more than ever, Professional Service firms must tune into their clients’ business needs if they hope to survive in this increasingly competitive market.
However, in an effort to make up for lost time, many firms have jumped straight to complex planning processes. The plans often have limited relevance to their clients, take an inordinate amount of time to administer, and bear little fruit at the end of all that labour.
Taking it back to basics, and incorporating the following 5 steps, will ensure that you have a Client Planning process that improves your long-term client relationships and drives revenue growth: