After a deal is done, what smart long-term plan does an expert put in place to keep the client happy and open to doing more business in the future?
An expert's smart long-term plan to keep a client happy and open to future business after a deal is done centers on consistent value delivery, proactive communication, and robust relationship management. The initial phase involves seamless onboarding, which is the structured process of integrating a new client into a company's products or services. This includes providing clear instructions, necessary training, and dedicated support to ensure the client successfully implements and utilizes the purchased solution, thereby realizing its intended benefits from the outset. Throughout this, experts establish and manage client expectations by clearly defining what the client can realistically achieve, preventing future dissatisfaction from unfulfilled assumptions. Following successful onboarding, a plan focuses on proactive communication, which means initiating contact and sharing relevant information with the client rather than solely responding to their inquiries or problems. This includes regular check-ins, sharing industry insights, product updates, or news directly relevant to the client's business, reinforcing the expert's role as a valuable resource and partner. Alongside communication, demonstrating quantifiable value is crucial. This involves tracking key performance indicators (KPIs), which are measurable values that show how effectively a company is achieving key business objectives, and regularly reporting these metrics to the client. This clearly illustrates the return on investment (ROI), the benefit to the investor resulting from an investment, proving the tangible advantages and ongoing success derived from the initial deal. For instance, if a new accounting software solution was purchased, an expert would report on efficiency gains, time saved on tasks, or reductions in operational errors achieved by the client. Furthermore, fostering a strong client relationship extends beyond transactional interactions. This involves assigning a dedicated account manager, a specific individual who serves as the primary point of contact for the client and develops a deep understanding of the client's evolving business needs and objectives. This manager acts as a trusted advisor, offering insights and identifying opportunities where the expert's organization can continue to provide solutions. An expert also implements feedback loops, systematic processes for collecting and responding to client input. This could involve periodic satisfaction surveys, performance reviews, or direct conversations designed to gather honest opinions on services and address any concerns promptly and effectively, demonstrating that client input is valued and drives continuous improvement. By consistently delivering value, communicating transparently, and building a partnership based on trust and mutual understanding, the expert ensures the client remains satisfied and readily considers future collaborations.