Client Care Services


Client Care Services

Do any of these sound familiar?

  • I feel like I’m constantly chasing the money–bringing in new clients but maintaining the same level of success.
  • I want my business to stand out from my competition, but just don’t know how to make that happen.
  • I spend so much time managing my existing clients that I have little time to market new business.
  • Referrals? What referrals?
  • I feel stuck.

Can you relate to any of the above statements? You’re not alone. Many entrepreneurs feel your pain and experience that same “stuck” feeling at some point.

Think about this…

Generating new business with existing clients is almost always easier than landing new clients. If you’re consistently signing on new clients but losing the existing ones, then you’re not really growing; you’re simply maintaining the status quo, which can account for that “stuck” feeling!

Building your business means bringing in new work—new clients; new customers; new projects.

Growing your business means bringing in new work while retaining your established clients and customers.

SO, are you building your business or growing your business? And how can you move from simply maintaining to growing your client base and increasing your profitability? Let me show you!

At AVS, we believe there are three critical aspects of client care services—Systems, Management, and Personal Care. Each of these areas of service focuses on a particular phase of your overall client care services program. They can act alone, or they can work together to create a complete service program, customized to your individual business needs.

Client Care Systems

Client Care Systems

The unique systems we have developed to streamline and standardize your client-related processes cuts work time significantly, but more importantly, allows for better response times, more accurate tracking and more effective management of your client base, including your coaching and training programs.

With our Client Care Systems in place, you can…

  • Respond to clients’ questions and concerns, as well as general inquiries in a more timely manner
  • Quickly update client profiles at any time
  • Easily track changes in client status, contracts or programs
  • Review coaching and other program details for each client at-a-glance

Services include…

  • Current system evaluation
  • New system design
  • New system setup

Client Care Management

Client Care Management

Once we have great systems and processes in place, we move into Client Care Management. Using the Systems, we set up the new client accounts and monitor them as they move through their program or contract with you.

Our Client Care Management service allows us to…

  • Provide consistency in client processes so that all required steps for new client intake and terminations are simple, streamlined and standardized
  • Easily monitor and track client meetings, emails, schedule changes, inquiries, issues and concerns
  • Accurately monitor client programs and contracts as they near their end date, and create opportunities for upleveling, next steps and contract extensions
  • Conduct client surveys to provide feedback on services and recommendations for improvement, and request testimonials from existing clients for marketing purposes

Services include…

  • Intake and terminations
  • Email and calendar management
  • Client record management and program tracking
  • Client surveys
  • Testimonials

Personal Client Care

Personal Client Care

This aspect of client care services is so important, as it can absolutely separate you from your competitors and turn your new, existing and occasional clients or customers into loyal and devoted fans!

Everyone wants to be feel valued, appreciated, and cared for. Once a client comes on board, we make it our mission to get to know them, and we acknowledge events and milestones in their lives. This is a great passive marketing technique because happy, satisfied clients are more likely to share their experience with their colleagues and social networks!

Our Personal Client Care service offers you…

  • An opportunity to turn those valued clients into long-term relationships
  • Easy, passive marketing strategies that create new business with existing clients
  • Increased referrals from those happy, satisfied clients because of the level of care they receive from your company (Did you know that 65% of new business comes from referrals?)
  • A way to let your clients know that they are valued and appreciated by you and your company

Services include…

  • Getting to know your client and making note of any events, milestones and accomplishments in their business and in their lives
  • Email and calendar management
  • Acknowledging these special moments with emails, cards and even gifts when appropriate
  • Preparing holiday cards and/or gifts to wish your clients well during the holiday seasons


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