Client Transformation

What this workshop is about

As small business advisors, we want to help our clients make changes that last. A challenge is that clients often come to us with a symptom — low sales, no cash, no time — and ask us to fix it. However, the real problem is that when we only solve the symptom, the root cause stays and the problem comes back. The truth is that lasting change starts when the client sees the problem in a new way, and then moves through the change step by step. That's why we need to help clients reframe their problems to find the root cause, and guide them through the change it takes to solve it.

You will learn

• How to separate symptoms from root causes
• How to ask questions that help clients reframe their problems
• How to help clients accept the need for change and overcome resistance
• How to guide clients through the stages of change in their business
• How to make change last with small steps, follow-up and accountability

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