« Should CPAs (and Other Professionals) be Active in Social Media? | Main | Fly On The Wall #6: The Apprentice Who Can't Take Over the Practice »

August 16, 2011

Comments

Feed You can follow this conversation by subscribing to the comment feed for this post.

Mguillemette

Beautifully thought out, Michelle. This post is all about clear communication with customers. In the interest of clarity, I would make one other suggestion: Instead of asking customers to "call ASAP" if they have questions about fieldwork (or anything else, for that matter), tell them to "call by Friday at 3:00" if they have questions. Be specific. ASAP has no meaning and leaves timing open to interpretation.

Michelle Golden

Thanks so much, Melinda. Your suggestion is outstanding (and I'm kicking myself that I didn't think of it!). Definitely want to eliminate any ambiguity! Thanks for sharing this important tip!

DeepSkyCo

Great write up Michelle. Although I do see some points where an audit firm (only audit) may find a bit harder to do because of their independence requirement - the idea of approaching it from the "same side of the table" is certainly spot on. Point 2 is the only place that a firm may run into issues, but, with some creativity and help from others, it can still be done. Love point 4 - I think it is fair and just take a more open communication up front. May be scary, but definitely worth it.

Melinda made a great point. I believe I read that from Seth Godin (or some other smart person) where you should always include a specific time and date and make it actionable. Something that has no meaning should never be written.

Thanks for sharing!

Kevin McCoy

The graphical timeline is a great idea. I may have to steal that one! Thanks Michelle.

Jennifer Blumer

Really late to the party here. I searched "scope" on your website and this article is one that came up. (Can you tell what we're needing the most help with these days?)

I too have to say the timeline is brilliant! Jason's eyes just got really big and I think I saw a literal lightbulb come on over his head when I showed that graphic to him.

Thanks for sharing your knowledge with us.

Michelle Golden

Thanks Michael, Kevin, and Jennifer!

Kevin, it's not stealing if I've shared of free will! :) Use away....

Michael, you're right about point 2! The goal is to make sure they are equipped. If you need to recommend a third-party resource to teach them or do it for them, it's in both of your best interest to do it! :) Connecting people is awesome. Whatever it takes to make it a win for everybody... them ready and able, you on time. It's all good!

Jennifer, thanks for sharing your and Jason's happy reactions! That made my day! I don't think he was able to attend my session on pricing at AICPA #pstech but here is the slide deck... there might be more that is of use to you guys... http://www.slideshare.net/goldenm/pricing-for-profitability

Good luck!!

Jennifer Blumer

Thanks! We're working with another THRIVEal firm on scope woes, so this is a big help.

Verify your Comment

Previewing your Comment

This is only a preview. Your comment has not yet been posted.

Working...
Your comment could not be posted. Error type:
Your comment has been saved. Comments are moderated and will not appear until approved by the author. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.

Working...

Post a comment

Comments are moderated, and will not appear until the author has approved them.

Your Information

(Name and email address are required. Email address will not be displayed with the comment.)

Read Michelle's Book

  • Michelle Golden: Social Media Strategies for Professionals and Their Firms: The Guide to Establishing Credibility and Accelerating Relationships (Wiley Professional Advisory Services)

    Michelle Golden: Social Media Strategies for Professionals and Their Firms: The Guide to Establishing Credibility and Accelerating Relationships (Wiley Professional Advisory Services)

    A timeless guide to modern marketing strategies: online and off.

    "The most comprehensive guide that I have seen so far."―Joe Bailey, CPA

    "How to execute social-media strategies and the reasons why they work, written at a higher than most level; a must read if you are serious about social networking." —Anthony Provinzino, Farmers Insurance

    "So much more than a run down of the tools....helps you to think strategically about social media by putting in its proper perspective."―Colette Gonsalves, CPA firm marketing director

    "Extremely well organized ... winning ideas for ... firms to develop and maintain non-cookie-cutter marketing programs that are firm-specific and purposeful."―Richard Weltman, Business & bankruptcy lawyer

Subscribe

Become a Fan

Find Michelle Elsewhere


  • View Michelle Golden's profile on LinkedIn


  • Check out Golden Practices on Facebook

Other Stuff


  • Ranked by Power150

  • Legal Marketing Reader Top Blog

  • lawyer blogs

  • Alltop Accounting Blogs

  • Junta42 Top Content Marketing Blogs

Stats

Blog powered by Typepad
Member since 04/2005