New Client Onboarding · Communications & Customer Service · Client Retention & Referrals

Overhead image of a woman at a desk working on a laptop computer. Also on the desk are a calendar and pen, earbuds, a plant, some books, and a cup of tea.

Acquiring new clients can cost five times more than satisfying and retaining current clients. Every touchpoint you have with a prospect or client should be thoughtfully considered. Each visit to your website, every call and email, your ongoing engagement with them…

It All Comes Back To “Hello.”

Do your clients love you?

Is your messaging inconsistent online, on paper, and in person? Are your customers having a great experience throughout their tenure with your firm? Do you worry that you are losing prospective new clients when they first come into contact with your business?

Hello Consulting works with small businesses and law firms to evaluate and streamline their new client intake and onboarding, communicate better with current and potential clients, and improve the overall customer experience, leading to more efficient workflow, better client retention, and increased revenues.

  • Intake Protocol

    Review of your prospective client intake and tracking process, timeline, and communication materials. Let's identify your strengths and improve your weaknesses.

  • Client Onboarding

    Once prospects sign with your firm, are they experiencing a consistent level of service at every touchpoint? Are you anticipating their needs and meeting them?

  • Communications

    Email newsletters, advertising, speaking engagements, social media, online reviews... let's send consistent messaging so you stand out from your competition.

  • Policies & Procedures

    Are your staff’s regular tasks properly documented? Are your employees working as efficiently and effectively as possible, and with the correct tools?

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