Setting Yourself up for Success in 2021
Amping up your Client Experience & Loyalty
Setting yourself up for greater success in 2021
November is a wonderful time to take a deep breath and focus on the big picture in your practice. Get organized. Prep your 2021 engagement letters. And perhaps most importantly, look back at the year that is nearly over to identify what worked well, and what needs improvement, so you can set yourself up for greater success in 2021.
We’ve put together a list of 5 key questions to ask to help you hone in on areas that caused friction or stress this year. Use it to facilitate discussions with your staff, so you can evaluate what worked well and explore options for improvement in the new year.
Liscio Customer Profile – Michelle Vilms
We sat down with Michelle Vilms, of Vilms Consulting in Boston, MA, to see how Liscio has helped her to bring Client Experience 2.0™ to life in her practice.
Why Liscio? As a remote firm, Michelle needed a central place for her team to access key client information without having to hunt around or call each other each time a client file was worked on. In addition, they needed a way to see all communications with clients without having to be CC’d on crazy numbers of emails. Liscio was the perfect solution.
How did the roll-out go? It didn’t take long to get going at all! Michelle told us the setup was very straightforward and her clients were very accepting of the new tool. Her entire team was excited about Liscio because they could see the value in getting all the information securely in one place and streamlining their client process.
Now that her firm has been using Liscio consistently, Michelle reports many benefits!
Were there any surprises? Michelle reports a wonderful thing that she didn’t initially expect would happen as a result of using Liscio. Her team is now using it to handle short-term consulting as well as longer term client engagements!
When Michelle is not busy delighting her clients and leading her team to new heights in Client Experience, she is focused on raising good citizens of the world, helping her two teenagers, Jonathan (18) and Allison (15) to navigate high school through these challenging times. In her spare time she loves to use her Peloton. She says that while the exercise is great, the discipline and accountability is teaching her valuable lessons about practice versus perfection. (Editor’s note: It’s a journey, right?)
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Learning More about Enabling Tech
Getting files to clients, securely, just got a LOT easier! Imagine being able to share a report or document from any system your firm uses, securely with a client, in just a couple of clicks. No more saving the report to your hard drive, then uploading to your secure portal, then composing an email to your client with the link to your portal in it, and crossing your fingers they can actually log in and get it downloaded without calling you! Liscio Dispatch was released in October and it’s getting rave reviews. Additionally, Liscio is now integrated with Microsoft OneDrive, saving you even more time when sending files to clients securely. To learn more, check out this article.
- Liscio Dispatch (4 min) Securely Share Files to Liscio Using ANY System and Share with Clients Instantly
- New Feature Walkthrough (30 min) Liscio Dispatch and Microsoft OneDrive Integration
Scaling New Heights, Orlando, FL, Nov 8 – 11, 2020