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Service & Retention

Discover Our Client Care Services

Our Services

We offer a full range of service and retention solutions designed to keep your clients engaged and satisfied:

  • Answering Service Phone Lines & Emails: We manage your communication channels, ensuring that every client inquiry is handled promptly and professionally.

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  • Returning Client Calls: Our team takes care of returning calls to clients, addressing their service needs efficiently and effectively.

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  • CRM & System Management: We keep your CRM or other systems updated with the latest client interactions, ensuring that you always have accurate, up-to-date information.

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  • Retention Meeting Setup: We organize and schedule retention meetings, collecting updated information to prepare for renewals and keeping your client relationships strong.

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  • Managing Personal Touchpoints: We manage meaningful interactions with your clients, from sending birthday cards and texts to running email marketing campaigns with updates on your services. These personal touchpoints keep clients engaged and connected with you and your company.

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Why Choose Us?

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Seamless Integration

Customized Solutions

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Proactive Retention

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Our service associates specialize in service and retention, providing the support your business needs to maintain strong client relationships and streamline operations.

Our Virtual Assistant Services

1. Customer Communication Management

  • Phone & Email Handling: Our virtual assistants manage incoming service calls and emails, ensuring every client is attended to promptly and professionally.

  • Follow-Up & Client Engagement: We handle follow-up calls and messages, keeping your clients informed and engaged with your business.

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2. CRM & Data Management

  • System Updates: Our virtual assistants keep your CRM and other systems updated, providing you with accurate and up-to-date client information.

  • Client Data Organization: We organize and manage client data, making it easier for you to access crucial information when you need it.

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3. Scheduling & Retention

  • Meeting Coordination: We set up retention meetings and ensure all necessary information is collected and prepared.

  • Client Retention Strategies: Our virtual assistants implement strategies like sending out personalized messages, birthday cards, and renewal reminders to maintain strong client relationships.

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4. Personalized Client Outreach

  • Marketing Support: We assist with email marketing campaigns, keeping your clients informed about updates and new services.

  • Personal Touchpoints: Our team manages personalized outreach, such as sending birthday cards or texts, to keep your clients feeling valued.

Get in touch with us

Ready to get started? Click here to get in touch!

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