Question about ongoing client relationships. After delivering initial audit findings, how often do you provide follow-up reports? Some clients want quarterly updates on implementation progress, others seem to forget about recommendations entirely. Trying to find the right balance between staying engaged and being annoying.
Follow-up Reports - How Often?
I tie follow-ups to billing cycles. Check in after they receive first bill reflecting changes, then quarterly to track actual vs projected savings. Helps validate your initial analysis and builds credibility.
Don't make it all about your recommendations. Include industry news, rate change alerts, new regulations affecting their business. Adds value beyond just checking on implementation progress.
I ask clients their preferred follow-up schedule during the initial engagement. Some want monthly updates, others prefer annual check-ins. Better to align with their communication style upfront.
Follow-up reports are great for upselling additional services. Often uncover new facilities, changed operations, or rate schedule updates that create fresh audit opportunities. Some of my best repeat business comes from quarterly check-ins.
Create template follow-up reports to make it efficient. Track implementation status, actual savings realized, new opportunities identified. Standardized format saves time while maintaining professional appearance.
Stuart, I do 30-60-90 day check-ins for the first quarter after delivery, then quarterly updates if they're implementing recommendations. Keeps momentum going and often identifies new opportunities as their operations change.