In this episode of Winning in Professional Services, we explore the significance of client relationships and the strategies to build and maintain them. In professional services, retaining clients is crucial for growth, and we discuss how a robust onboarding process, proactive touchpoints, and thoughtful gestures can transform client interactions. We delve into the importance of documenting client information, the periodic checking of client satisfaction, and the role of personalized gifts in strengthening relationships. Additionally, we touch upon effective referral programs and how maintaining a strategic yet human approach can lead to sustained business success. Connect on LinkedIn: Scott Pressimone: https://www.linkedin.com/in/scottalanpress/ Matteo Trovato: https://www.linkedin.com/in/matteotrovato/ Winning In Professional Services: https://wipspod.com/ Growth Connect: https://growthconnect.io/ RevPath: https://www.revpathplus.com/ ⏱️ Timestamps: 00:00 Introduction 00:53 The Importance of Client Retention 02:33 Effective Client Onboarding 07:41 Documenting Client Information 10:47 Maintaining Ongoing Client Relationships 15:27 The Power of Thoughtful Gifting 21:19 Leveraging Referral Programs 25:18 Conclusion and Final Thoughts