Client Clarity and Experience
Learn techniques to clarify your ideal client, services and delivery, and provide a consistent, predictable client experience that both staff and clients can rave about.
THIS COURSE WILL HELP YOU TO:
- Identify the client segments that provide the highest revenue
- Chart the client experience
- Set clear expectations about fees and service
- Onboard more profitable, less needy, clients
- Off-board clients who aren’t a fit
THE BENEFITS:
- Retain and Attract top tier clients
- Receive rewarding referrals from satisfied clients
- Improve profitability
CONTENT:
- Two 1-Hour Zoom Calls
- Client Segments and Service Clarity
- New Client Experience
- Answering Phones and Emails
- The Lifetime Client Experience
- Off Boarding Clients
- Client Segment and Service Template
- Online Experience Template
- Workflow Templates
- Phone and email scripts
*Available for Massachusetts residents only