Effective Client Engagement and Management Strategies Insights and Guides

Get tips and insights on adopting client engagement and management strategies, processes and tools to help grow your firm.

Scribe: Effective Client Engagement and Management (Download)

Key highlights from the How to Grow Your Firm Through Effective Client Engagement webinar presented on a single page.

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ClientSense - Better Client Solutions

Client Sense is a zero-data entry Business Development solution specifically designed for Professional Services firms.

Client Sense works automatically behind the scenes, collecting relevant external communications data to provide you with complete visibility across your Client, Contact and Referral networks.

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Markezing - How having a single ledger for all communication touch points can help with your practice

Markezing is a growth agency that helps accounting firms ATTRACT more leads ENGAGE with existing clients and DELIGHT them with your services.

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Karbon HQ: How Hazell & Field is Saving 30 hours Each Week

Karbon provides a truly collaborative platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work.

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