On-Demand


1 CPE Credit

Next Steps Series – Client Needs: Beyond Best Practices in Client and Customer Service

On-Demand
1 CPE Credit

Learning Objectives

  • Learning Outcomes
  • Recognize the new roles of Manager and Leader from a beginning point of employee
  • Understand how to set SMART goals and communicate them up and down the organizational chain.
  • Recall the elements of leader credibility
  • Identify successful and unsuccessful techniques used for motivating people
  • Identify challenging factors when managing friends

Major Topics

Methods for defining the client and what their needs are; Setting business strategy to build loyalty; The difference between Customer Service and Customer Experience; Tactics for building a deeper relationship with clients, including personal branding

CPE Credits Available

1 CPE Credit
1
Communications and Marketing

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Future Ready

Prerequisites

Prior experience working with customers to achieve a higher level of customer satisfaction.

Advanced Preparation

None

Intended Audience

Professionals in a leadership, supervisory or managerial position.

Provider

AICPA

Purchase This Course

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  • MACPA Non-Member

    $ 45 45
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