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#49 - Aligning Values & Vision Along the Client Journey

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Manage episode 387723896 series 3449055
内容由The Wealthy Consultant提供。所有播客内容(包括剧集、图形和播客描述)均由 The Wealthy Consultant 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, Mike Walker takes us to one of TWC's in-person events, where he shares his experiences and insights on building a business without compromising your values. A key piece of advice is to fully understand your customer's vision for their future success during onboarding calls. Don't assume their picture of success matches yours - ask questions to understand their goals. Mike also discusses strategically setting client expectations around the client journey. Think about the emotional highs and lows clients may face at different points in working with you. Address potential pain points proactively so clients know what to expect.

Additional tips covered include defining time-to-value and key performance indicators to track progress. Conduct quarterly business reviews to set collaborative, measurable 90-day goals with clients. Getting quick wins builds momentum while having aligned visions of success keeps people motivated to push through challenges. Celebrating milestones along the way further reinforces the value clients are getting. Overall the episode provides pragmatic strategies for improving the client experience and nurturing long-term relationships.

Enjoy the episode and check the links below for more info & Resources

Get an inside look at how to get involved with The Wealthy Consultant

https://wealthyconsultant.com/

Our Monthly Printed Memos - Free Trial

https://consultingmemo.com/optin-568134011666363883437

See our Portfolio of Brands

https://welchequities.com/

OVERVIEW:

  1. (00:44) Understanding your customer's vision of success.
  2. (08:13) The importance of time to value.
  3. (10:21) How 90-day sprints drive significant progress.

Produced by Fimi Collective:

https://www.fimicollective.com/

  continue reading

73集单集

Artwork
icon分享
 
Manage episode 387723896 series 3449055
内容由The Wealthy Consultant提供。所有播客内容(包括剧集、图形和播客描述)均由 The Wealthy Consultant 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, Mike Walker takes us to one of TWC's in-person events, where he shares his experiences and insights on building a business without compromising your values. A key piece of advice is to fully understand your customer's vision for their future success during onboarding calls. Don't assume their picture of success matches yours - ask questions to understand their goals. Mike also discusses strategically setting client expectations around the client journey. Think about the emotional highs and lows clients may face at different points in working with you. Address potential pain points proactively so clients know what to expect.

Additional tips covered include defining time-to-value and key performance indicators to track progress. Conduct quarterly business reviews to set collaborative, measurable 90-day goals with clients. Getting quick wins builds momentum while having aligned visions of success keeps people motivated to push through challenges. Celebrating milestones along the way further reinforces the value clients are getting. Overall the episode provides pragmatic strategies for improving the client experience and nurturing long-term relationships.

Enjoy the episode and check the links below for more info & Resources

Get an inside look at how to get involved with The Wealthy Consultant

https://wealthyconsultant.com/

Our Monthly Printed Memos - Free Trial

https://consultingmemo.com/optin-568134011666363883437

See our Portfolio of Brands

https://welchequities.com/

OVERVIEW:

  1. (00:44) Understanding your customer's vision of success.
  2. (08:13) The importance of time to value.
  3. (10:21) How 90-day sprints drive significant progress.

Produced by Fimi Collective:

https://www.fimicollective.com/

  continue reading

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