Know What You Want; Get What You Need (workshop)

Download Our Entire Course Catalog



This is a two-part module on client communication. Part one is a workshop that helps staff understand audit inquiries from a client service point of view. Because more thorough preparation improves both the quality of the inquiry and the client experience, the participants learn and practice a structured process for preparing for their client discussions.

The second part of the module addresses the differences between a real-time conversation and asynchronous communication such as email, text or an online communications platform. They learn the circumstances where each type of communication is best to make sure they get what they need from the client.