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Roadmap to Referrals

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...


Jun 22, 2021

In the previous episode on the Roadmap to Grow Your Business podcast, we dug into the first stage of the client experience. The new stage. In this episode I interview Erin Smith of Cultivating Connections Travel Planners so she can share how she took the parts I teach in the new client stage and put it to work in...


Jun 15, 2021

We've talked about the definition of the Client Experience, when it starts, when it ends (if it ends).  We discussed the two-part formula that makes up the client experience and gave you a high-level overview of the 3 client experience stages.  Now we will take a few episodes to dig in to the 3 individual stages...


Jun 8, 2021

If you've followed this podcast for awhile (or are a member of any of my programs and participate in my free training), you know when I teach - I go step-by-step and break things down to make understanding and implementation easier.   As we are learning the ins-and-outs of the client experience (CX), a key piece to...


Jun 1, 2021

As we start to build or tweak or refine your Client Experience, we need to get the foundational parts in place of the CX.  We're calling this episode the nuts and bolts.  Specifically answering when the CX starts, when (or if) it ends and the 2 part formula that makes up the CX. 

Resources mentioned in this episode can...