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Content provided by Joanne E. Ferguson and Best Practices Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joanne E. Ferguson and Best Practices Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Managing Your Small Accounts

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Manage episode 509269422 series 3623081
Content provided by Joanne E. Ferguson and Best Practices Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joanne E. Ferguson and Best Practices Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today, we’ll explore why small accounts can be a hidden challenge in your practice and why managing them effectively is crucial for your business’s health. We’ll talk about identifying which small accounts are truly strategic—linked to bigger relationships or important referral sources—and which ones might be better served elsewhere. You’ll hear practical steps on how to audit these accounts honestly, strategies to reduce their numbers wisely over time, and ways to maintain goodwill with clients when you decide it’s time to say goodbye. We’ll also cover how focusing your team’s energy on higher-value clients can boost morale, deepen expertise, and ultimately grow your business more efficiently.

  continue reading

21 episodes

Artwork
iconShare
 
Manage episode 509269422 series 3623081
Content provided by Joanne E. Ferguson and Best Practices Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joanne E. Ferguson and Best Practices Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Today, we’ll explore why small accounts can be a hidden challenge in your practice and why managing them effectively is crucial for your business’s health. We’ll talk about identifying which small accounts are truly strategic—linked to bigger relationships or important referral sources—and which ones might be better served elsewhere. You’ll hear practical steps on how to audit these accounts honestly, strategies to reduce their numbers wisely over time, and ways to maintain goodwill with clients when you decide it’s time to say goodbye. We’ll also cover how focusing your team’s energy on higher-value clients can boost morale, deepen expertise, and ultimately grow your business more efficiently.

  continue reading

21 episodes

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