Relationship Management & Client Retention: Strategies for Success

Faculty

Thriving law practices have one thing in common: satisfied clients. Whether you are attracting new clients or trying to retain current relationships, the fundamentals of each successful relationship are similar: You are viewed as a valued resource that makes problems go away. You have happy clients who refer work to you or bring more work to you. You meet clients’ objectives at prices proportionate to their value of the outcome.

While the details and value can, and will, differ from client to client, effective client management and retention, along with strategies to ensure profitable relationships, are keys to a successful practice. In this webinar, you’ll learn the steps you can take to establish and maintain strong relationships with your clients and how to attract the prospects you want. Other topics include:

• How to adopt a ‘sales & service’ mentality
• The 4-stages of client relationships
• Tips on how to manage each stage of the client relationship
• Effective use of templates and checklists when screening opportunities
• How to set and manage expectations
• Strategies for implementing a client management communication plan
• How to avoid relationship killers
• When (and how) to end a client relationship

Plus! This session will provide you with needed information, tools, documents and checklists to ensure you can easily incorporate data analysis into your practice.

Presenter

• Melissa LaFlair, PMP, LLB, Ivey HBA
  LaFlair Legal and Project Management Services

Group Discounts

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.

Delivery

The video stream will be sent to you via email as soon as payment is successfully processed.

Refunds

All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.