EP 64 - Our New Client First Year
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EP 64 - Our New Client First Year
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About this listen
From that first coffee and handshake to personalized follow-ups and ongoing strategy, here’s what your first year as a client really looks like.
Specifically, we are going to discuss:
- How a team approach leads to a more robust relationship
- The importance of a coffee and handshake
- Your tailor first year experience – in writing
- How often we will meet, whether by phone, virtually or in person
- Our specialization and commitment to you
Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.
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Sample of Client’s First Year