New Client Onboarding · Communications & Customer Service · Client Retention & Referrals
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.
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Intake Protocol
Review of your prospective client intake and tracking process, timeline, and communication materials. Let's identify your strengths and improve your weaknesses.
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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?
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Communications
Email newsletters, advertising, speaking engagements, social media, online reviews... let's send consistent messaging so you stand out from your competition.
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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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