Curriculum Overview
Client Journey
The Job to Be Done:
Mastering the Client Journey from Onboarding to Impact
What this workshop is about
As small business advisors, we want to give all of our clients a professional service experience. A challenge is that every meeting is different and every client must be serviced differently. However, the real problem is how we can create a client journey that is both flexible and standardized at the same time. The truth is that trust is created both through consistency and customization. That's why we need to be able to take clients through an individual client journey rather than a generic client journey.
You will learn
- How to onboard clients for future success
- How to assess and triage clients
- How to define the scope of work
- How to track and report results to all stakeholders
The 2-hour workshop
- Introduction and self-assessment
- Exploration of the subject
- Case studies and advisor insights
- Framework and tool introduction
- Time-out with advisor insights
- Test drive of the tools presented
- Time-out with advisor insights
- Self-assessment and wrap-up
Frameworks in this workshop
Previews of the visual Frameworks you work with in the workshop.
