Client Clarity and Experience

THIS COURSE WILL HELP TEACH 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

TOOLS AND TEMPLATES

  • Client Segment and Service Template
  • Online Experience Template
  • Workflow Templates
  • Phone and email scripts

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