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Managing New Client Relations : 

Managing New Client Relations Workplace processes Start

Introduction : 

Introduction This manual imparts to employees the correct manner in which to relate to new clients. Employees are required to know and implement the process outlined herein. 1 2 3 4 5 6 7 8 9 10 11 12

Start on the right foot : 

Start on the right foot Introduce yourself to your new client in a professional manner; Hello Mr/Ms [INSERT NAME], my name is [YOUR NAME] from Client & Co.

Slide 4: 

At this point, you should pause briefly, and offer the client the opportunity to decline the call; Do you have a moment for me to explain [SERVICES APPLIED FOR]?

Slide 5: 

Should the client decline the call, excuse Yourself politely and suggest the following; I can call you back at a better time, or would you prefer to check the details on our website?

Slide 6: 

If the client welcomes the call, then you should describe the services for which they have applied (please refer to our services description manual). Be prepared to depart from the script and give a more thorough explanation where requested by the client. In all other situations, be as concise as possible and do not deviate from the script.

Review : 

Review Always Speak clearly and politely. Introduce yourself. Ensure you know who you are speaking to. As appropriate Give a concise description if welcomed by client. Excuse yourself and offer alternative contact. Do not deviate from the script unless necessary.

Slide 8: 

Following the initial introduction call, company procedure is to mail all clients a welcome pack. This includes various options for contact and let’s the customer choose their level of contact and method interaction.

Slide 9: 

If they do not return this information, clients and prospective clients are to be called 6 months from the date of first transaction or contact with the company.

Slide 10: 

All clients receive the option to sign up for the Quarterly company newsletter. This is a means of maintaining awareness and encouraging familiarity and approachability.

Slide 11: 

Being ‘over available’, and under all circumstances overbearing, pushy or argumentative. If you experience difficulty with a client then this is to be reported to your supervisor who will decide on appropriate action.

Slide 12: 

Please ensure you are familiar with the information in this manual . Restart