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Ep 26 - First impressions lead to more valuable clients
Manage episode 422963476 series 3503526
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In this episode, Dan and Brigitte dive deep into the golden rule of client service: a stellar first impression. We'll kick things off with a quick update on what's happening in their world, then jump right into the two key questions you MUST answer to design an amazing customer experience from the get-go.
But it doesn't stop there! Brigitte unveils a powerful onboarding checklist that ensures clear expectations, defined responsibilities, and a rock-solid foundation for trust. Learn why communication is king during this crucial phase, and how to leverage onboarding meetings to keep everyone aligned.
Because let's face it, the first 90 days set the tone for your entire client relationship. Dan and Brigitte share powerful examples of customer experience that will show you exactly how to make a lasting impression and turn those initial interactions into clients for life.
Looking to attract and retain higher-value clients? This episode has the secrets!
***RESOURCES***
- Dan mentioned a tool he's using to transcribe voice and he's using Google Recorder
- Never lose a customer again - Joey Coleman
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Hosts
Daniel Proczko - myPocketMarketing
Brigitte Vegter - Vegter Financial
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