In today's episode, Shannon dives into a topic near and dear to her heart—boosting your business with top-notch client care. Drawing from her extensive background in customer service, which spans from McDonald's to Big Four firms to software companies, Shannon has firsthand experience in the power of excellent client interactions. This episode takes listeners through three critical aspects of client care that can make or break a business: having a clear proposal process, ensuring a user-friendly website, and effectively leveraging client information to enhance their experience. Get ready to take notes, as these insights are designed to help create a client-focused business that not only attracts but retains satisfied customers.  What you'll hear in this episode: 05:27 Prioritize customers by responding quickly, avoid delays. 09:34 Read information provided before asking repetitive questions. 10:46 Streamline processes to improve customer service experience.  If you like this episode, check out: Acquire Cheaper and Better Customers (Financial Priority Formula Part 3) 

Simplifying Sales Strategy 

Lowering Your Price to Sell More?  Want to learn more so you can earn more? CFO Power Session: https://www.keepwhatyouearn.com/power-sessions  Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.