Mastering the Customer Journey
from Onboarding to Impact
Client Journey
The Job to Be Done: Mastering the Customer 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.
What you will learn
In this workshop, you will discuss with other advisors how to create high-quality customer journeys.
The takeaway from this workshop is:
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
Get access to Business Advisor Tools that will take your advising skills to the next level!
Each workshop contains a series of visual one-page tools and infographics to help you master the advising process.
