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Roadmap To Grow Your Business

Jun 29, 2021

We are knee deep in our Client Experience Series and continue to look at each of the 3 stages of the client experience, with this week's episode focused on the active client stage.  If you've been following along, then you know the active stage follows the new client stage.  But depending on the type of business you have, the active stage might last indefinitely or might have an end date. In this episode we dive in to the why of the active stage, when it starts, its length and how to reconcile the work touch points vs. the relationship-based touch points. 

All resources mentioned in this episode can be found on the show notes page at