A short YouTube video by Fractional CFO GPT advising fractional CFOs to deliberately track and celebrate client wins (cost savings, profitability improvements) periodically—e.g., quarterly or twice yearly—to remind clients of the value delivered and strengthen relationships. The speaker suggests using specific examples (P&L comparisons, percentage improvement such as a cited 30% profit increase) as marketing and relationship tools.
A lot of times your clients forget all the great things that you've done for them, all the value you've created for them, the services that you've provided. And so if you kind of are deliberate about tracking those along the way. And every so often, like maybe once a quarter or twice a year, you're going back to your client and you're finding ways to kind of on the DL, celebrate those things, to kind of like market yourself in a lot of ways to say, hey, wow, I can't believe all the amazing things we've done together this quarter. You know, I was looking back at your P and L from six months ago, and by those savings that we identified, you are 30% more profitable than you've ever been. Isn't that so exciting, Mary and just kind of use that as a tool to remind them of all the great work you've done together.
