Roadmap to Referrals Podcast

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. …

We are knee deep in our Client Experience Series and continue this week with a look at the second stage of the client experience… the active client stage. If you’ve been following along, then you know the active stage follows the new client stage. But depending on the type of business you have, the active…

In the previous episode – #157 – we dug into the first stage of the client experience. The new stage. In this episode I interview Erin Smith of Cultivating Connections Travel Planners so she can share how she took the parts I teach in the new client stage and put it to work in her business. Sometimes…

Through this Client Experience (CX) series (starting with episode #151),  we’ve talked about the definition of the CX, when it starts, and when it ends, if it ends. We also discussed the two-part formula that makes up the CX and gave you a high-level overview of the 3 client experience stages. Now we will take a…

If you’ve followed this podcast for awhile (or are a member of any of my programs and participate in my free training), you know when I teach – I go step-by-step and break things down to make understanding and implementation easier. As we are learning the ins-and-outs of the client experience (CX), a key piece…

As we start to build or tweak or refine your Client Experience, we need to get the foundational parts of the CX in place.  We’re calling this episode the nuts and bolts. Specifically, I’m answering: When the CX starts (it’s the same for everyone) When (or if) the CX ends The 2 part formula that…

When helping business owners create their own client experience, I start with one particular activity to help them decide what type of experience to build. From this activity, we create the experience touch points that evoke the emotions they want their clients to have while working with them. I call it the Ideal Client Reaction…

A strong, intentional and sticky client experience does many things for your business. In this episode, we look at 4 bottom line impacts the right client experience can have on your business. You already know I’m going to say receiving referrals is one of the 4 (and a personal favorite of mine) but what are…