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Roadmap to Referrals

Jul 27, 2021

When you think about managing and executing on your Client Experience for each and every client, over and over again... sometimes the right tool can make life much easier.  In this episode, I invite Casey Hill to join me as we discuss one tool I use within my Client Experience to make my Client Experience sticky and...


Jul 20, 2021

What do you call your past clients?  And how do you continue the client experience when they are done being a client so you make sure they come back as a repeat client and send your referrals?  This episode is all about leveraging the final stage of client experience. 

All resources mentioned in this episode can be...


Jul 13, 2021

I love it when I can bring on business owners to discuss how they put something into action that they learned through one of my program and the success they had doing it.  We're back with another interview as Jackie Ho of ho&lacy Architecture as she walks us through her firm's active client stage.  We discuss her...


Jul 6, 2021

Every 10th episode we pause allowing me to answer listeners questions. This episode - #160 - we're answering your questions on the client experience. Questions about the best and worst stage to ask for a client to be a reference, what's the stage before the client experience starts and reasons why COIs refer but...