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