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TABLE OF CONTENTS

Finding new clients and expanding your client base is always difficult for digital agencies.

With time and effort, you can break out of your comfort zone and move on from the 'legacy client' you are currently working for.

The article will go over the advantages of moving on from legacy-level clients as well as what it takes to successfully transition to a new level.

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Legacy Clients:

Legacy clients are customers who have been with your company for a long time. They have a lot of faith in you and will most likely buy from you again.

Building relationships with your legacy clients is one way to increase your sales.

You can thank them for doing business with you in a variety of ways, such as offering discounts on their next purchase or hosting specials just for them.

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The best way to accomplish this is to surprise them with a coupon or offer, not only because it will save them money, but also because they have become a loyal customer.

Although no one is perfect, these are just a few ideas for expanding your customer base. There are numerous other methods you can employ to increase sales and bring more money into your business.

When to work with legacy clients:

Working with legacy clients can be difficult. If you want to work with them, you must understand when it is better to wait and when it is not worth the effort.

Legacy clients are people who were referred to your company by someone else or who have previously done business with one of your competitors.

Give these clients some extra time and don't try to win them over until you've completely consolidated their business.

Communication with the client's support team. You will inevitably have to get involved in the client's account, no matter how much you would like to be able to focus solely on your client.

This is the point at which you can make or break a deal. Remember that you must communicate with their support staff in order to be successful.

Determine the best times to call, what they like and dislike, and how to handle a problem before it becomes a problem.

Even if you want to be able to focus solely on your client, you will inevitably have to become involved in the client's account. This is the point at which you can make or break a deal.

Benefits of Legacy Clients:

Many businesses choose to stick with a legacy client because they are loyal and have been around for a long time.

Some businesses even prefer to stick with old clients because there isn't much of a difference in service quality between legacy and new clients these days.

One significant advantage of legacy clients is that they are more likely to refer you business rather than go through the effort of finding new customers themselves.

Connecting with a local advertising company is one way to ensure you get the most referrals from your current clients.

Because they are trusted companies with experience, legacy clients are often referred to as "mature" clients.

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The best way to ensure that your business is referred to by these types of clients is to always provide a high-quality service.

Many times, people will not refer businesses that they believe do not provide a high-quality service.

If you want to ensure that your company receives referrals from these types of clients, you must ensure that the company for which you work provides a high-quality service.

Downsides of Legacy Clients:

  • People who have previously purchased from you are considered legacy clients. They buy from you because they trust your company, which can be a huge advantage as long as it remains just that - an advantage.
  • However, there are drawbacks to having legacy clients because once they stop buying from you and decide to spend their money elsewhere, there is no turning back and no amount of marketing work will ever bring them back.
  • Another disadvantage of legacy clients is that they may not be purchasing as much as they used to.
  • There is a real possibility that the client will switch to a new provider in an environment where the client always has the option to do so.
  • This means you might not be making as much money from that client because the amount of money they spend on your services is likely to decrease.
  • It's still a good idea to keep that client happy because they'll most likely continue to pay for your services in the future, but you should be aware that they may not be spending as much money as they used to.

Reason to change a legacy clients relationship:

  • Sometimes a relationship with one of your clients simply does not work. You may have grown apart, you may not agree on what the future should look like, or it may simply be time for the two of you to move on.
  • There are numerous reasons why your legacy client may be ready for a change, but before you consider changing their relationship in any way, there are a few things you should be aware of.
  • It is critical to discuss what the change entails, who will be involved, how you intend to handle it, and other pertinent details.
  • If you're on a tight deadline and know the relationship is coming to an end, it might be best to just go ahead and make the transition.
  • You can always come back to the idea in a few months if it's not what you were looking for or wasn't aware you were looking for.

What should I consider when transitioning to a new client?

1) Think of the emotional aspect

When we make a change, we often want to believe that everything will fall into place. However, this is not always the case.

Your client may not be prepared for the transition, which could be devastating to you as a business owner.


2) Discuss with your team

When making changes in any relationship, it is always important to consider all of the implications.

For example, if you want to explain a new client billing strategy, don't assume it will be understood or acceptable by everyone on your team who works with those clients on a daily basis.



Perhaps one employee isn't prepared for the transition and sees this as an opportunity to criticize their manager rather than support them.

Consider obtaining buy-in from all employees before making any major changes to ensure the longevity of your client relationships.

3) Be prepared for resistance

There are many things you want to do, but there will always be strong opposition during the process.

Just because someone disagrees with something does not make it wrong or unimportant. It simply means they have different ideas about how to handle it.

There are many ways to approach people who disagree with us and facilitate change without yelling or engaging in a heated debate.

Conclusion :

When working with legacy clients, it is critical to truly listen to their needs and ensure that they are met.

Many relationships begin with a phone call, and it is important to remember that these meetings can last for years.

It is also critical to provide regular updates on how your business is doing in order to keep them interested in what you are doing.

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