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Whether you’re selling products or services, digital courses, or memberships, having a clear picture of what your client experience looks like will help you create the kind of relationship you want to build with your clients.

While there is no perfect client, no perfect team, no perfect accountant, and no perfect business, relationships are still the key to keeping it all together when some things are not necessarily working at their optimum level.

That being said, a remarkable client experience is both exciting and terrifying because relationships take work and it has to continue even after onboarding.

In this episode, we're going to dive into the first 100 days of a client's experience, which is a proven process at The Bottom Line. One big key to making transformational success work in our process is in our meet-and-greet session right at the beginning of our 60-minute session with our clients. 

As your client’s processor, partner, and protector, depending on the season, you need to look out for each other's blind spots. And if your clients don’t feel they have a safe space to communicate with you, then you miss the opportunity for that partnership to come full circle.

In this episode, you will hear:

  • The benefits of a Meet-and-Greet 
  • Recognizing the seasons when you need to show up as a processor, a partner, or a protector
  • Acceptance vs. tolerance
  • Caring for clients and allowing them to be vulnerable
  • Meeting people where they are

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Supporting Resources:

Never Lose a Customer Again by Joey Coleman

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped us grow and produce the podcast you are listening to right now. Find out more at Let them know we sent you.

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