Roadmap to Referrals Podcast

September is a good time to do a pulse check on what’s working and what’s not when it comes to your lead generation… meaning which sources are bringing in new paying clients to you. This starts by listing out your different lead gen sources, the metrics that determine success and then inputting your data. After…

Changing our mindset, beliefs and the way we do business can be tough. Especially when you’ve been in business for 30 years. But of course it’s possible…. if you want it. What I love about Diana Colin’s story – a realtor with Keller Williams in Portland – is that she could be you. Maybe you…

Be honest, when business is good – from referrals, repeat clients, other lead gen sources – do you allow your busyness to keep you from implementing key processes in your business? Trouble is – these overlooked or ignored process are ones we need in place because it would make our lives easier. And what makes…

The cantaloupe portion of our garden had a lot to teach me, including that I’ve been spelling cantaloupe wrong.   The cantaloupe garden proved to test our limited gardening skills BUT I did pull 4 solid referral lessons from the experience, so all is not lost. Join me as I unpack 4 lessons I learned with…

We want an intentional and sticky client experience to not only deliver a valuable working relationship with our clients, but also so they become repeat client and we receive referrals. But what do you need to know at the onset to receive referrals from your CX? I cover three must knows in this episode including…

The time has arrived. It’s time to take a really good look at your current Client Experience (CX).  And by good look, I mean to unpack it, deconstruct it, break it down. To know how you want to improve your CX, you first need to understand where you are starting from. So, in this episode…

When you think about managing and executing on your Client Experience for each and every client, over and over again… sometimes the right tool can make life much easier. In this episode, I invite Casey Hill, head of Growth for Bonjoro, to join me as we discuss one tool I use within my Client Experience…

We are tackling the final stage of the client experience. And what you call it depends on what you call clients who are no longer clients. Maybe you call them previous or past clients. I call them Alumni clients. And this episode is all about understanding the Alumni Client Stage: Who has it Why it…

In the previous(ish) episode – #159- we dug into the second stage of the client experience. The active stage. So for this episode, I interview Jackie Ho of ho&lacy Architecture so she can share how she took the parts I teach in the active client stage and put it to work in her business. We start with…

We are taking a pause from the 3 stages of the Client Experience so I can answer your questions, yes, questions from listeners just like you. If you’re a long-time listener of the podcast you know we do a Q&A episode every 10th episode. We had 3 awesome questions submitted from Heidi, Angela and Jackie. …