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    Client Retention

    How does automation help with client retention?

    Automation ensures consistent communication through scheduled touchpoints, newsletters, and satisfaction surveys that never get forgotten during busy seasons. Our High Level CRM system tracks client interactions, automates follow-ups, and identifies at-risk clients before they leave, allowing you to maintain relationships without manual effort.

    Related Questions

    What's a good client retention rate for an accounting firm?What are the most common reasons accounting firms lose clients?Can client retention strategies work for firms with seasonal clients (like tax preparation)?

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