About this course

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 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