OUR STRATEGIC PROCESS PAIRED WITH HEART

STEP 1: STRATEGIC BUSINESS AUDIT

Depending on location, these are in person meetings or zoom calls

Where are you leaving money on the table? Well dive deep into you business, your customer experience, your referral network and what systems you need to convert customers into raving fans and drive more revenue, consistently, and with ease.

Here’s what you can expect from your Strategic Business Audit:

• We’ll identify your main customer segments and breakdown what’s currently “working” and “not working” for you and your customers and why.

• We’ll go deeper into your client experience than you’ve ever gone before and get clear on EXACTLY where your customers are experiencing friction and what’s stopping them from becoming raving fans. Clients are SHOCKED by this process and how much clarity they receive.

• We’ll identify the most influential and revenue generating relationships in your business.

• We’ll create short term and long term growth goals for your business so we can build the strategy and systems to support them.

STEP 2: CUSTOM CLIENT EXPERIENCE & LOYALTY SYSTEM

Depending on location, this is an in person presentation or zoom presentation

This is where the magic (aka EXPERTISE) happens! After diving deep into your business and looking at it from a perspective few business owners ever take the time to do, we’ll gather the information we need to identify the opportunities for more revenue and referrals in your business. We’ll build your strategy and system soup to nuts and give you a complete framework for the below.

Here’s what you can expect from your Custom Client Experience & Loyalty System

• Custom client experience strategy & system for your business in order to transform prospects into customers and customers into raving fans. A system that blows your clients away, and that you and your team can deliver consistently and with ease.

• Custom strategy for your short term and long term growth goals. This is custom tailored to each client depending on their revenue goals and which relationships drive the most revenue to their business. This may may include:

  • How to activate and re-engage your past clients

  • How to deepen relationships with your top referring or highest value clients and referral partners

  • How to re-engage referral relationships that have gone silent

  • How to connect with and get the attention of your top 20 ideal client prospects

  • How to systematize your outreach, follow up and connections.

STEP 3: 365 CONSULTING & SUPPORT

One of my favorite coaches once told me, “You can build an amazing house with the highest quality materials and expertise and, but you have to turn on the water to see if there’s a leak in the plumbing.” Like with ANY new system, you have to implement and iterate.

Here’s what you can expect from your 365 Consulting & Support:

• We’ll train you, your team, and key players in your organization and give you a detailed plan for implementation.

• We’ll hold you accountable and give you 1:1 support as you implement your new revenue generating systems.

• We’ll schedule regular checkins and implementation support based on what you and your team need and how you work best.

• Each time we identify a “leak” we’ll immediately give you the support or make the changes necessary so you and your team can confidently move forward.

STEP 4: COMPLETE SYSTEM MANAGEMENT & IMPLEMENTATION

For the business owners who want it DONE FOR YOU, we’ve got you! There are always aspects of your Client Experience and Loyalty System that we cannot do for you - for example - making a call to your client or meeting them for lunch, but we can manage the where, when and how and keep you accountable for it!

Here’s what you can expect from your Complete System Management & Implementation:

• System and timeline management - We’ll make sure everything happens on time and when it’s supposed to.

• Logistics & Fullfillment

• Multi touch system implementation for client love and appreciation.

• Client onboarding/off boarding.

• Mail campaigns.

• Personalized gifting campaigns.

• All research, organization, graphic design and copywriting required.

• You’re in GREAT hands! Our priority is EASE and IMPACT!