Client Engagement

What this workshop is about

As small business advisors we want to maintain long-term relationships with our clients, so we can make lasting impact. One challenge many advisors experience is that clients engage for a while, but then they don't come back and stop responding. However the real problem is that we see this as a lack of interest when it may be lack of focus. The truth is that entrepreneurs are busy and can easily be distracted. That is why the way to make clients come back is to shift our attention from merely enhancing their business to also excite their minds and engage their hearts.

You will learn

• How to identify your client's true needs
• How to captivate client's minds with relevance, insights and practicality
• How to engage client's hearts with vision, identity and small wins
• How to change the game with rules, norms and habits

The 2-hour workshop

1. Introduction and self-assessment
2. Exploration of the subject
3. Case studies and advisor insights
4. Framework and tool introduction
5. Time-out with advisor insights
6. Test drive of the tools presented
7. Time-out with advisor insights
8. Self-assessment and wrap-up

Frameworks in this workshop

Previews of the visual Frameworks you work with in the workshop.