Retaining clients and attracting new ones, in three easy steps

  • Mercia Group
  • 30 June 2020 11:53

The recent global pandemic of COVID-19 has meant businesses around the world have had to quickly adapt and change how they operate. Ensuring that you acquire and keep your clients is an extremely important aspect of your business. However, you want the right clients and they want a company that meets their needs.

How can you win and keep new clients? And more importantly, what methods can you put into place to ensure you give your clients the best experience, whilst establishing yourselves as leaders in your field?   

1. Be a thought leader – adding value

Whilst many methods are important when it comes to client communication, ensuring you have a bank of content, including informative news and blog articles is crucial

Staying on top of industry updates, providing support and help to your clients and showing clarity in your communications are fundamental to retaining your client base. Clients may browse your website looking for some helpful tips on a significant topic, or a relevant and up-to-date news article discussing changes within the accountancy industry. You want to be sure you can service them with this requirement and they don’t need to look to your competitors to fill this space.

Did you know we can provide you with year-round client newsletters? These are a great way to communicate with your clients. Our newsletters provide up-to-date information on the latest tax and business news. Promote your firm’s services and build your reputation as knowledge experts with our ‘tailored to you’ product. Find out more here.

2. Your website and SEO 

It is important to put yourself in the shoes of potential, and existing clients, and make sure your website displays information they will find useful. Having fresh and relevant content, such as factsheets, calculators and regular news, is important in making sure both current and prospective clients are engaged with your website. The majority of marketing material directs people to a website, so make sure yours is a good one.

Websites that contain fresh information are likely to be visited more often, as Google prioritises these sites in search rankings. Using and developing your website to ensure that it is optimised for search results is a must. So, the more relevant and useful your content is, the more likely your site is to be found online. You need a site that your prospective and current clients can find easily and quickly.

If you would like to improve your current website, but you’re not sure where to start, look at our website services. All our websites include regular content, resources, factsheets and calculators built-in as standard. So, if you need a new website, the content part is one less thing for you to worry about. Find out more here

3. Social media and your online presence:   

Platforms such as Twitter, LinkedIn and Facebook can not only help you enhance your company profile and keep your clients up to date, they can also be used to generate new business leads. Whilst social media is still a relatively new and mind-boggling concept to some, more and more of your clients and contacts will be online, whether professionally or personally, so it is another avenue where you can add value.

With numerous platforms many different types of clients will use, it helps to be a part of most of them, if not all. Setting up social media accounts is easy, and you can create business pages which clients can follow or subscribe to. Using this feature means that you can share company updates, information, news updates and much more, meaning clients can then stay up to date without even needing to search for you or check for your latest news themselves.  Avoid using social media on a sporadic basis, you really need to invest some dedicated time to reap the rewards – consistency is key.

Using social media to market your firm has become an essential way to keep in touch with your clients and contacts. Want to know how social media could work for your practice? You can find out more about our social media service and how we can help you, here.


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