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Client Loyalty: How to track loyal clients in Redtail CRM [18:42]

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It’s often said the cost for attracting a new client is five times that of retaining an existing client. With this in mind, what is your office doing to reward client loyalty? Oftentimes the clients who generate the most revenue are also the clients that take the least amount of our time. By using the CRM to track these loyal clients, we can start rewarding them in a manner commensurate to the value they bring to our business.

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